Sundaram Aggressive Hybrid Fund
Current Fund Size :
₹ 8.37 Lakh
₹183.19
NAV
12.52% p.a.
Overall Return
-0.88%
1-Day Change
0.69%
Expense Ratio
₹ 6,680 Cr
AUM (Fund Size)
12+ yrs
Fund Age
Investment Policy
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
12 yrs 8 m since Jan 01, 2013
Current Value (Example)
₹ 8.37 Lakh
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | HDFC Bank Ltd. | Financial | Equity | 7.57% |
| 2 | ICICI Bank Ltd. | Financial | Equity | 6.13% |
| 3 | Reliance Industries Ltd. | Energy | Equity | 4.75% |
| 4 | Bharti Airtel Ltd. | Communication | Equity | 3.60% |
| 5 | State Bank of India | Financial | Equity | 2.80% |
| 6 | Kotak Mahindra Bank Ltd. | Financial | Equity | 2.79% |
| 7 | Larsen & Toubro Ltd. | Construction | Equity | 2.54% |
| 8 | Embassy Office Parks REIT | Construction | REITs | 1.97% |
| 9 | Bajaj Finance Ltd. | Financial | Equity | 1.92% |
| 10 | Mahindra & Mahindra Ltd. | Automobile | Equity | 1.92% |
| 11 | Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.78% |
| 12 | Infosys Ltd. | Technology | Equity | 1.70% |
| 13 | Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.55% |
| 14 | GOI | Sovereign | GOI Sec | 1.53% |
| 15 | Cummins India Ltd. | Capital Goods | Equity | 1.38% |
| 16 | HCL Technologies Ltd. | Technology | Equity | 1.37% |
| 17 | Bharat Electronics Ltd. | Capital Goods | Equity | 1.35% |
| 18 | Coromandel International Ltd. | Chemicals | Equity | 1.31% |
| 19 | Interglobe Aviation Ltd. | Services | Equity | 1.30% |
| 20 | Power Finance Corporation Ltd. | Financial | Equity | 1.29% |
| 21 | Shriram Finance Ltd | Financial | Equity | 1.19% |
| 22 | Maruti Suzuki India Ltd. | Automobile | Equity | 1.19% |
| 23 | Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.09% |
| 24 | Jubilant FoodWorks Ltd. | Services | Equity | 1.03% |
| 25 | Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.96% |
| 26 | Grasim Industries Ltd. | Construction | Equity | 0.94% |
| 27 | Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.93% |
| 28 | Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.93% |
| 29 | Ultratech Cement Ltd. | Construction | Equity | 0.87% |
| 30 | Bajaj Auto Ltd. | Automobile | Equity | 0.86% |
| 31 | National Bank For Agriculture & Rural Development | Financial | Bonds | 0.84% |
| 32 | United Spirits Ltd. | Consumer Staples | Equity | 0.84% |
| 33 | Tata Power Company Ltd. | Energy | Equity | 0.82% |
| 34 | Mankind Pharma Ltd. | Healthcare | Equity | 0.82% |
| 35 | UNO Minda Ltd. | Automobile | Equity | 0.82% |
| 36 | SBI Life Insurance Company Ltd. | Insurance | Equity | 0.81% |
| 37 | BSE Ltd. | Services | Equity | 0.80% |
| 38 | Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.75% |
| 39 | ITC Ltd. | Consumer Staples | Equity | 0.74% |
| 40 | Pidilite Industries Ltd. | Chemicals | Equity | 0.71% |
| 41 | Fortis Healthcare Ltd. | Healthcare | Equity | 0.68% |
| 42 | Lupin Ltd. | Healthcare | Equity | 0.68% |
| 43 | Home First Finance Company India Ltd. | Financial | Equity | 0.67% |
| 44 | JK Cement Ltd. | Construction | Equity | 0.66% |
| 45 | Zydus Lifesciences Ltd. | Healthcare | Equity | 0.63% |
| 46 | The Indian Hotels Company Ltd. | Services | Equity | 0.59% |
| 47 | Prestige Estates Projects Ltd. | Construction | Equity | 0.59% |
| 48 | Crisil Ltd. | Services | Equity | 0.59% |
| 49 | Tech Mahindra Ltd. | Technology | Equity | 0.54% |
| 50 | Varun Beverages Ltd. | Consumer Staples | Equity | 0.52% |
| 51 | GOI | Sovereign | GOI Sec | 0.46% |
| 52 | Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.45% |
| 53 | Hero Motocorp Ltd. | Automobile | Equity | 0.44% |
| 54 | Power Finance Corporation Ltd. | Financial | Debenture | 0.39% |
| 55 | GOI | Sovereign | GOI Sec | 0.38% |
| 56 | National Bank For Agriculture & Rural Development | Financial | Debenture | 0.38% |
| 57 | Indus Towers Ltd. | Communication | Equity | 0.38% |
| 58 | Shriram Finance Ltd | Financial | Bonds | 0.38% |
| 59 | Muthoot Finance Ltd. | Financial | Debenture | 0.38% |
| 60 | GOI | Sovereign | GOI Sec | 0.37% |
| 61 | Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.33% |
| 62 | Indegene Ltd. | Healthcare | Equity | 0.30% |
| 63 | GAIL (India) Ltd. | Energy | Equity | 0.29% |
| 64 | Biocon Ltd. | Healthcare | Equity | 0.27% |
| 65 | Polycab India Ltd. | Capital Goods | Equity | 0.26% |
| 66 | Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.24% |
| 67 | Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.23% |
| 68 | Power Finance Corporation Ltd. | Financial | Debenture | 0.23% |
| 69 | Power Finance Corporation Ltd. | Financial | Debenture | 0.23% |
| 70 | Bank Of Baroda | Financial | Equity | 0.21% |
| 71 | REC Ltd. | Financial | Debenture | 0.15% |
| 72 | HDB Financial Services Ltd. | Financial | NCD | 0.15% |
| 73 | REC Ltd. | Financial | Debenture | 0.15% |
| 74 | Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.15% |
| 75 | Aditya Birla Capital Ltd. | Financial | Equity | 0.10% |
| 76 | Marico Ltd. | Consumer Staples | Equity | 0.07% |
| 77 | Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.05% |
| 78 | IDFC First Bank Ltd. | Financial | Equity | 0.03% |
| 79 | Tata Consultancy Services Ltd. | Technology | Equity | 0.02% |
| 80 | JSW Energy Ltd. | Capital Goods | Equity | 0.02% |
| 81 | Bajaj Finserv Ltd. | Financial | Equity | 0.01% |
| 82 | Roadstar Infra Investment Trust | Construction | InvITs | 0.00% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Sundaram Aggressive Hybrid Fund | -2.29% | 14.27% | 17.38% | 9.75 | 0.85 | 0.65 | 1.03 | 6,680 Cr | 12 yrs 8 m | 0.69% |
| 2 | ICICI Prudential Equity & Debt Fund | 2.67% | 21.19% | 26.51% | 9.33 | 0.78 | 1.29 | 2.27 | 45,168 Cr | 12 yrs 8 m | 0.96% |
| 3 | Edelweiss Aggressive Hybrid Fund | 0.29% | 19.91% | 21.9% | 9.88 | 0.87 | 1.14 | 1.77 | 3,045 Cr | 12 yrs 8 m | 0.38% |
| 4 | Mahindra Manulife Aggressive Hybrid Fund | 0.53% | 19.45% | 21.92% | 10.31 | 0.91 | 1.04 | 1.73 | 1,837 Cr | 6 yrs 3 m | 0.47% |
| 5 | UTI Aggressive Hybrid Fund | -2.71% | 17.63% | 20.52% | 9.66 | 0.85 | 0.94 | 1.59 | 6,302 Cr | 12 yrs 8 m | 1.25% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.95% | 0.97% |
| 2 | 3 Months | -1.75% | -1.66% |
| 3 | 6 Months | 5.25% | 6.98% |
| 4 | 1 Year | -2.29% | -0.72% |
| 5 | 2 Years | 14.12% | 15.6% |
| 6 | 3 Years | 14.27% | 16.54% |
| 7 | 4 Years | 10.6% | 12.05% |
| 8 | 5 Years | 17.38% | 18.85% |
| 9 | 7 Years | 12.94% | 14.28% |
| 10 | 10 Years | 12.97% | 13.01% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Sundaram Balanced Advantage Fund | 1,658 Cr | -0.05% | 13.69% | View Detail |
| 2 | Sundaram Equity Savings Fund | 1,140 Cr | 4.09% | 13.17% | View Detail |
| 3 | Sundaram Conservative Hybrid Fund | 21 Cr | 2.17% | 9.34% | View Detail |
| 4 | Sundaram Arbitrage Fund | 305 Cr | 7.17% | 5.93% | View Detail |
| 5 | Sundaram Multi Asset Allocation Fund | 2,669 Cr | 7.63% | N.A. | View Detail |
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