Download Mobile Apps
-
Mutual Funds
-
Genius
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
Your investor personality
Adventurer
You confirm that you have seen and understood your investor personality by entering the OTP.
刀塔2手游
NAV as of ( Sep 09, 2022 )
₹ 127.8 0.17 % 1-D Change
Returns
14.41% p.a.
You get upto 1.2% extra returns
ET Money's Fund Report Card - Sundaram Aggressive Hybrid Fund
ET Money Rank
15
Out of 30
Performance Quality
Very Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Very Good
Controlled losses during market corrections
3/5
Delivered returns without frequent ups and downs
4/5
-
Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | 15 Out of 30 |
| VRO Rating | |
| Expense ratio | 0.81% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 3,026 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Min. Investment |
SIP ₹ 100 & Lumpsum ₹ 300 |
About Sundaram Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund Direct-Growth is a Aggressive Hybrid mutual fund scheme from
Sundaram Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Sundaram Aggressive Hybrid Fund Direct-Growth has ₹3,026 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.81%, which is less than what most other
Aggressive Hybrid
funds charge. Currently, the fund has a 71.53% allocation to equity and 23.41% to Debt.
.....
- Sundaram Aggressive Hybrid Fund Direct-Growth returns of last 1-year are 5.59%. Since launch, it has delivered 12.58% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Sundaram Aggressive Hybrid Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
- The fund's equity portion is primarily invested in Financial, Technology, Consumer Staples, Healthcare, Energy sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
- The fund's top 5 holdings are in ICICI Bank Ltd., Infosys Ltd., Reliance Industries Ltd., Sun Pharmaceutical Inds. Ltd., Reserve Bank of India.
Find your investor personality!
Answer a few simple questions and understand why you take the financial decisions you do.
Investment Returns Calculator
Total investment
Invested
Profit
Current value of investment
| Total value | Profit |
|
|
|---|---|---|---|
|
This fund
|
|||
|
Category Average
|
|||
|
Bank FD
|
|||
|
Gold
|
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.
Latest Asset & Portfolio Allocation
as on Jul 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 57.25%
Mid Cap 10.54%
Small Cap 3.74%
Other Cap 0%
Allocation by Sector
Financial 25.55%
Technology 7.15%
Consumer Staples 6.74%
Healthcare 6.1%
Top Debt Holdings
Reserve Bank of India 3.43%
GOI 3.13%
Export-Import Bank Of India 1.64%
Punjab National Bank 1.31%
Allocation by Credit Quality
AAA 7.75%
SOV 7.6%
A1+ 6.67%
Cash & Call Money 4.34%
Allocation by Instruments
Certificate of Deposit 4.9%
Debenture 4.32%
Treasury Bills 3.43%
GOI Securities 3.13%
Other Holdings
Others 0.72%
Comparison with aggressive hybrid Funds
as on Sep 12, 2022| 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% |
Trailing Returns and Ranks
as on Sep 12, 2022| 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 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at High risk
Sundaram Aggressive Hybrid Fund
HYBRID AGGRESSIVE HYBRID
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
- Std. Dev : 16.19
- Alpha : 2.09
- Beta : 0.86
- Sharpe : 0.85
- Sortino : 0.89
-
Ravi Gopalakrishnan
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.
-
Dwijendra Srivastava
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.
-
S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA.
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
-
Sandeep Agarwal
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.
Sundaram Mutual Fund
TOTAL AUM:
₹39,954 Crs
As on Jun 30, 2022
- Phone: 1860-425-7237
-
Address: Sundaram Towers, 2nd Floor,
46, Whites Road,
Royapettah
Chennai, 600014
