Sundaram Aggressive Hybrid Fund Growth

Risk: High
₹ 157.77
NAV (Jul 26,2024)

Sundaram Aggressive Hybrid Fund-Growth is a hybrid mutual fund that aims to provide long-term capital appreciation by investing in a mix of equity and debt instruments. With an expense ratio of 1.89%, it offers a balanced approach to investing. The fund has an established date of January 14, 2000, and requires a minimum investment of INR 100. The current price-to-earnings ratio stands at 41.98 and the price-to-book ratio at 6.57. The scheme has an asset under management of INR 4077.03 Crores.

Sundaram Aggressive Hybrid Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Aggressive Hybrid Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    46.00
  • P/B Ratio
    UM_URBAN_MONEY

    7.09
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    1.01
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.84%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 4979.17 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,850.67 (8.51%)₹ 11,511.67 (15.12%)₹ 12,698.85 (26.99%)₹ 15,180.06 (51.80%)₹ 21,075.66 (110.76%)
₹ 30,000₹ 32,552.01 (8.51%)₹ 34,535.01 (15.12%)₹ 38,096.55 (26.99%)₹ 45,540.18 (51.80%)₹ 63,226.98 (110.76%)
₹ 50,000₹ 54,253.35 (8.51%)₹ 57,558.35 (15.12%)₹ 63,494.25 (26.99%)₹ 75,900.3 (51.80%)₹ 1,05,378.3 (110.76%)
₹ 80,000₹ 86,805.36 (8.51%)₹ 92,093.36 (15.12%)₹ 1,01,590.8 (26.99%)₹ 1,21,440.48 (51.80%)₹ 1,68,605.28 (110.76%)
₹ 1,00,000₹ 1,08,506.7 (8.51%)₹ 1,15,116.7 (15.12%)₹ 1,26,988.5 (26.99%)₹ 1,51,800.6 (51.80%)₹ 2,10,756.6 (110.76%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government Securities5.26%
  • Reliance Industries Ltd5.16%
  • HDFC Bank Ltd5.05%
  • ICICI Bank Ltd4.10%
  • Central Government Securities3.05%
  • Sundaram Liquid Fund Direct Growth3.04%
  • Bharti Airtel Ltd2.90%
  • Infosys Ltd2.58%
  • Kalyan Jewellers India Ltd2.53%
  • Larsen & Toubro Ltd2.46%
  • National Bank for Agriculture & Rural Development2.04%
  • Power Finance Corporation Ltd1.92%
  • Axis Bank Ltd1.78%
  • Sun Pharmaceutical Industries Ltd1.76%
  • State Bank of India1.71%
  • LIC Housing Finance Ltd1.69%
  • Tube Investments of India Ltd1.54%
  • Varun Beverages Ltd1.54%
  • Shriram Finance Ltd1.52%
  • NTPC LTD1.41%
  • UNO Minda Ltd1.34%
  • United Spirits Ltd1.22%
  • Small Industries Development Bank of India1.20%
  • Coromandel International Ltd1.16%
  • REC LTD1.11%
  • Kotak Mahindra Bank Ltd1.10%
  • Zydus Lifesciences Ltd1.07%
  • HCL Technologies Ltd1.04%
  • Cummins India Ltd1.00%
  • Mahindra & Mahindra Ltd0.95%
  • Dr Reddys Laboratories Ltd0.94%
  • Ultratech Cement Ltd0.94%
  • Tata Consultancy Services Ltd0.93%
  • Bajaj Auto Ltd0.93%
  • Computer Age Management Services Ltd0.91%
  • GAIL India Ltd0.88%
  • Tata Motors Ltd DVR0.87%
  • Indian Bank0.87%
  • Grasim Industries Ltd0.84%
  • Cash and Other Net Current Assets0.83%
  • Bharat Petroleum Corporation Ltd0.82%
  • Ceat Ltd0.82%
  • Amber Enterprises India Ltd0.82%
  • Schaeffler India Ltd0.81%
  • Voltas Ltd0.81%
  • IndusInd Bank Ltd0.81%
  • Alkem Laboratories Ltd0.79%
  • Canara Bank0.78%
  • Westlife Foodworld Ltd0.76%
  • TATA Consumer Products Ltd0.75%
  • ICICI Prudential Life Insurance Company Ltd0.73%
  • Bajaj Finserv Ltd0.72%
  • Indian Railway Finance Corporation Ltd0.71%
  • Craftsman Automation Ltd0.70%
  • HDFC Bank Ltd Prev HDFC Ltd0.70%
  • SBI Life Insurance Company Ltd0.67%
  • Union Bank of India0.67%
  • Tata Steel Ltd0.66%
  • Finolex Industries Ltd0.65%
  • Home First Finance Company Ltd0.62%
  • Maruti Suzuki India Ltd0.60%
  • Bajaj Finance Ltd0.60%
  • Tech Mahindra Ltd0.59%
  • Grindwell Norton Ltd0.58%
  • Delhivery Ltd0.54%
  • Zomato Ltd0.54%
  • National Bank for Financing Infrastructure and Development0.51%
  • Polycab India Ltd0.51%
  • Fortis Health Care Ltd0.50%
  • Marico Ltd0.49%
  • Avenue Supermarts Ltd0.47%
  • Dalmia Cement Bharat Ltd0.46%
  • Hatsun Agro Product Ltd0.44%
  • Devyani international limited0.41%
  • TREPS0.40%
  • Cholamandalam Financial Holdings Ltd0.39%
  • Info Edge India Ltd0.39%
  • Cholamandalam Investment and Company Ltd0.39%
  • The Indian Hotels Company Ltd0.38%
  • Apollo Tyres Ltd0.35%
  • Central Government Securities Floating Rate Bond0.30%
  • Power Grid Corporation of India Ltd0.30%
  • Embassy Office Parks REIT0.30%
  • State Bank of India Call Dt Tier II Bond under Basel III0.29%
  • Lupin Ltd0.28%
  • Tamil Nadu State Government Securities0.26%
  • JK Cement Ltd0.25%
  • National Housing Bank0.20%
  • Punjab National Bank0.19%
  • Sona BLW Precision Forgings Ltd0.13%
  • Hindustan Petroleum Corporation Ltd0.00%
  • Chennai Super Kings Ltd0.00%
  • Sundaram Clayton Ltd Preference Share Aug0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.51%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

18.89%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

15.72%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.28%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

13.62%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.61%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

12.57%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

12.43%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

42.82%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

30.56%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

29.80%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

27.92%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

26.49%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

25.24%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

23.55%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

21.15%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

-0.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

18.96%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

16.30%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.12%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.91%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

14.70%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.36%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

12.86%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

10.95%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.17%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.08%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

25.94%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

17.41%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.96%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.31%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.74%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.14%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

12.96%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.95%

Show all Funds

Fund Managers

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

SA

Mr. Sandeep AgarwalFund Manager

Mr. Sandeep is a B Com, Company Secretary and Chartered Accountant. He jointly manages Sundaram Flexible Fund Flexible Income Plan, Sundaram Gilt Fund, Sundaram Bond Saver, Sundaram Select Debt Short-Term Asset Plan, Sundaram Income Plus, Sundaram Fixed Term Plans and Sundaram Monthly Income Plan along with Dwijendra Srivastava. His previous experience includes 2 years in Deutsche Asset Management in Investment and Trading of Fixed Income securities.

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

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FAQ's

What is the risk level associated with the Sundaram Aggressive Hybrid Fund - Growth?

The Sundaram Aggressive Hybrid Fund - Growth is a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the Sundaram Aggressive Hybrid Fund - Growth as of Jul 26,2024?

The current NAV of the Sundaram Aggressive Hybrid Fund - Growth as of Jul 26,2024 is INR 157.77.

What are the returns generated by the Sundaram Aggressive Hybrid Fund - Growth over the past 1, 3, and 5 years?

The Sundaram Aggressive Hybrid Fund - Growth has delivered returns of 23.13% in the last year, 14.13% in the last 3 years, and 12.98% in the last 5 years.

What is the expense ratio associated with the Sundaram Aggressive Hybrid Fund - Growth?

The Sundaram Aggressive Hybrid Fund - Growth has a 1.89% expense ratio.

What is the minimum investment amount required for the Sundaram Aggressive Hybrid Fund - Growth?

The Sundaram Aggressive Hybrid Fund - Growth has a minimum investment amount of INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Aggressive Hybrid Fund - Growth?

Yes, SIP is available for the Sundaram Aggressive Hybrid Fund - Growth starting from INR 100 per month.

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