Sundaram Aggressive Hybrid Fund Growth Direct Plan

159.12
NAV (Feb 23,2024)

Sundaram Aggressive Hybrid Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Aggressive Hybrid Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.98
  • P/B Ratio
    UM_URBAN_MONEY

    6.57
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    1.01
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

0.72%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

4077.03 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹100.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Feb 25, 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 %)

11,123.63 (11.24%)11,477.12 (14.77%)12,809.09 (28.09%)15,529.65 (55.30%)20,363.04 (103.63%)
33,370.89 (11.24%)34,431.36 (14.77%)38,427.27 (28.09%)46,588.95 (55.30%)61,089.12 (103.63%)
55,618.15 (11.24%)57,385.6 (14.77%)64,045.45 (28.09%)77,648.25 (55.30%)1,01,815.2 (103.63%)
88,989.04 (11.24%)91,816.96 (14.77%)1,02,472.72 (28.09%)1,24,237.2 (55.30%)1,62,904.32 (103.63%)
1,11,236.3 (11.24%)1,14,771.2 (14.77%)1,28,090.9 (28.09%)1,55,296.5 (55.30%)2,03,630.4 (103.63%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Central Government Securities8.59%
  • HDFC Bank Ltd6.92%
  • ICICI Bank Ltd4.28%
  • Reliance Industries Ltd4.18%
  • Infosys Ltd3.10%
  • Larsen & Toubro Ltd2.99%
  • TREPS2.59%
  • Bharti Airtel Ltd2.53%
  • Sun Pharmaceutical Industries Ltd1.98%
  • Power Finance Corporation Ltd1.96%
  • REC LTD1.95%
  • Kalyan Jewellers India Ltd1.85%
  • LIC Housing Finance Ltd1.71%
  • National Bank for Agricultural & Rural Development1.64%
  • NTPC LTD1.60%
  • State Bank of India1.57%
  • Axis Bank Ltd1.57%
  • Small Industries Development Bank of India1.46%
  • Varun Beverages Ltd1.44%
  • United Spirits Ltd1.37%
  • Tube Investments of India Ltd1.32%
  • Shriram Finance Ltd1.31%
  • HCL Technologies Ltd1.27%
  • IndusInd Bank Ltd1.18%
  • Bajaj Finserv Ltd1.15%
  • Tata Consultancy Services Ltd1.11%
  • Coromandel International Ltd1.09%
  • Ultratech Cement Ltd1.03%
  • Home First Finance Company Ltd1.03%
  • SBI Life Insurance Company Ltd0.97%
  • TATA Consumer Products Ltd0.91%
  • Westlife Foodworld Ltd0.90%
  • Indian Railway Finance Corporation Ltd0.86%
  • ITC Ltd0.85%
  • Zydus Lifesciences Ltd0.85%
  • Bajaj Auto Ltd0.83%
  • GAIL India Ltd0.80%
  • Union Bank of India0.79%
  • Schaeffler India Ltd0.79%
  • Dalmia Cement Bharat Ltd0.78%
  • Maruti Suzuki India Ltd0.76%
  • Cash and Other Net Current Assets0.76%
  • Computer Age Management Services Ltd0.75%
  • Mahindra & Mahindra Ltd0.74%
  • Eicher Motors Ltd0.67%
  • Hindustan UniLever Ltd0.65%
  • Indian Bank0.65%
  • Tata Motors Ltd0.64%
  • Tata Steel Ltd0.62%
  • National Bank for Financing Infrastructure and Developement0.61%
  • Cummins India Ltd0.60%
  • Ashok Leyland Ltd0.60%
  • Hatsun Agro Product Ltd0.60%
  • Delhivery Ltd0.60%
  • Cipla Ltd0.60%
  • Alkem Laboratories Ltd0.59%
  • Voltas Ltd0.56%
  • Fortis Health Care Ltd0.54%
  • PI Industries Ltd0.54%
  • Canara Bank0.53%
  • Finolex Industries Ltd0.52%
  • Kotak Mahindra Bank Ltd0.51%
  • Polycab India Ltd0.50%
  • Avenue Supermarts Ltd0.50%
  • Sona BLW Precision Forgings Ltd0.47%
  • Cholamandalam Investment and Company Ltd0.44%
  • UNO Minda Ltd0.42%
  • ICICI Prudential Life Insurance Company Ltd0.42%
  • Cholamandalam Financial Holdings Ltd0.41%
  • Zomato Ltd0.40%
  • LTIMindtree Ltd0.40%
  • TVS Holdings Ltd Preference share0.39%
  • Bank of Baroda Call Dt Tier II Bond under Basel III0.37%
  • ICICI Home Finance Company Ltd0.37%
  • Embassy Office Parks REIT0.37%
  • Central Government Securities Floating Rate Bond0.37%
  • Info Edge India Ltd0.36%
  • TVS Motor Company Ltd0.35%
  • Jindal Steel & Power Ltd0.35%
  • Jubilant Foodworks Ltd0.35%
  • Asian Paints Ltd0.33%
  • NIIT Learning Systems Ltd0.33%
  • The Indian Hotels Company Ltd0.32%
  • Multi Commodity Exchange of India Ltd0.31%
  • TVS Supply Chain Solutions Ltd0.30%
  • Lupin Ltd0.28%
  • Marico Ltd0.27%
  • Adani Ports and Special Economic Zone Ltd0.24%
  • National Housing Bank0.24%
  • Days T Bill0.24%
  • Vedant Fashions Ltd0.24%
  • Tech Mahindra Ltd0.23%
  • Grindwell Norton Ltd0.23%
  • Maharashtra State Development Loan0.20%
  • Tata Sons Pvt Ltd0.12%
  • Karnataka State Development Loan0.10%
  • Sundaram Clayton Ltd0.02%
  • Chennai Super Kings Ltd0.00%
  • Sundaram Clayton DCD Ltd Unlisted Preference share0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

24.65%

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

HYBRID

Very High

15.58%

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

HYBRID

Very High

14.76%

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

HYBRID

Very High

13.70%

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%

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

HYBRID

Very High

12.14%

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

HYBRID

Very High

11.73%

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

HYBRID

Very High

10.39%

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

HYBRID

Very High

7.37%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

32.15%

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

HYBRID

Very High

30.52%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.62%

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

HYBRID

Very High

27.56%

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

HYBRID

Very High

23.51%

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

HYBRID

Very High

22.90%

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

HYBRID

Very High

21.35%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

21.15%

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

HYBRID

Very High

17.17%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

13.44%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.16%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

16.30%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

14.70%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.91%

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

HYBRID

Very High

13.71%

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

HYBRID

Very High

13.68%

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

HYBRID

Very High

13.51%

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

HYBRID

Very High

13.13%

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

9.97%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

20.85%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

17.96%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.98%

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

HYBRID

Very High

15.68%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

14.88%

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

HYBRID

Very High

14.19%

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

HYBRID

Very High

13.95%

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

HYBRID

Very High

12.95%

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

HYBRID

Very High

11.34%

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

HYBRID

Very High

10.87%

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