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NAV as of ( Sep 09, 2022 )
₹ 127.8 0.17 % 1-D Change
You get upto 1.2% extra returns
ET Money Rank
Out of 30
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||15 Out of 30|
|Expense ratio||0.81% As on Jul 31, 2022|
|AUM (Fund Size)||₹ 3,026 Crs|
|Age||9 yrs 8 m Since Jan 01, 2013|
|Benchmark||CRISIL Hybrid 35+65 Aggressive|
SIP ₹ 100 &
Lumpsum ₹ 300
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You would have earned ₹ 1,001 more by investing in ET Money Direct Plan
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Large Cap 57.25%
Mid Cap 10.54%
Small Cap 3.74%
Other Cap 0%
Consumer Staples 6.74%
Reserve Bank of India 3.43%
Export-Import Bank Of India 1.64%
Punjab National Bank 1.31%
Cash & Call Money 4.34%
Certificate of Deposit 4.9%
Treasury Bills 3.43%
GOI Securities 3.13%
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Quant Absolute Fund||19.95%|
|ICICI Prudential Equity & Debt Fund||14.88%|
|ICICI Prudential Thematic Advantage Fund (FOF)||14.51%|
|Baroda BNP Paribas Aggressive Hybrid Fund||13.84%|
|Canara Robeco Equity Hybrid Fund||12.97%|
|Edelweiss Aggressive Hybrid Fund||12.67%|
|Sundaram Aggressive Hybrid Fund||11.39%|
Sign-up for free to compare fund with aggressive hybrid funds
|Period||Trailing returns||Category average||Rank within category|
|1 month||2.35%||2.01%||8 / 31|
|3 months||12.87%||12.49%||9 / 31|
|6 months||7.2%||7.17%||14 / 31|
|1 year||5.5%||4.85%||12 / 31|
|3 years||18.17%||17.81%||10 / 29|
|5 years||11.39%||11.6%||11 / 23|
Level of Risk in the Scheme
Investors understand that their principal will be at High risk
HYBRID AGGRESSIVE HYBRID
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Mr. Bharath is a B Com (H), MBA and ICWA.
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
As on Jun 30, 2022
The Sundaram Aggressive Hybrid Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 14.41% since inception.
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Sundaram Aggressive Hybrid Fund for Sep 09, 2022 is 127.8 .
Sundaram Aggressive Hybrid Fund has an ET Money Rank of # 15 of 30 and a consistency rating of 3 .
This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.
On ET Money, Investing in Sundaram Aggressive Hybrid Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Sundaram Aggressive Hybrid Fund is 0.81%. .
Redeeming your investments in Sundaram Aggressive Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Sundaram Aggressive Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Sundaram Aggressive Hybrid Fund is ₹3,026 Crs.
The Sundaram Aggressive Hybrid Fund's equity portion has been invested in the stocks of the following companies
|Company||Percentage of Portfolio|
|ICICI Bank Ltd.||6.09%|
|Reliance Industries Ltd.||5.31%|
|HDFC Bank Ltd.||5.09%|
|Sun Pharmaceutical Inds. Ltd.||3.58%|
|Housing Development Finance Corpn. Ltd.||3.24%|
|Bharti Airtel Ltd.||3.12%|
|Larsen & Toubro Ltd.||2.57%|
|State Bank of India||2.53%|
|Varun Beverages Ltd.||1.83%|
The Sundaram Aggressive Hybrid Fund's equity portion is primarily invested in the following sectors -
|Sector||Percentage of Portfolio|
The credit rating of the instruments in which the fund invests represents the quality of the borrower.The Sundaram Aggressive Hybrid Fund's debt portion's allocation by credit quality is given below
|Credit Quality||Percentage of Portfolio|
The top 3 debt holdings of Sundaram Aggressive Hybrid Fund are as follows
|Holding Name||Percentage of Portfolio|
|Reserve Bank of India||3.43%|
|Export-Import Bank Of India||1.64%|