Sundaram Aggressive Hybrid Fund Growth Direct Plan Adjusted

159.46
NAV (Mar 27,2024)

Introducing the Sundaram Aggressive Hybrid Fund - Growth - Direct Plan (Adjusted). With an expense ratio of 0.72%, this fund offers a growth-oriented investment strategy. The fund has a Price to Earnings (PE) ratio of 41.98 and a Price to Book (PB) ratio of 6.57, indicating its attractive valuation. With a scheme AUM of INR 4077.03 crore and a minimum investment requirement of INR 100, it is easily accessible to investors. The fund has been established since January 1, 2013, making it a reliable choice for long-term growth.

Sundaram Aggressive Hybrid Fund Growth Direct Plan Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Aggressive Hybrid Fund Growth Direct Plan Adjusted 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

Expense ratio
UM_URBAN_MONEY

0.72%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

4077.03 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 Mar 28, 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 %)

13,041.5 (30.41%)15,741.11 (57.41%)19,648.73 (96.49%)10,550.68 (5.51%)11,312.45 (13.12%)
39,124.5 (30.41%)47,223.33 (57.41%)58,946.19 (96.49%)31,652.04 (5.51%)33,937.35 (13.12%)
65,207.5 (30.41%)78,705.55 (57.41%)98,243.65 (96.49%)52,753.4 (5.51%)56,562.25 (13.12%)
1,04,332 (30.41%)1,25,928.88 (57.41%)1,57,189.84 (96.49%)84,405.44 (5.51%)90,499.6 (13.12%)
1,30,415 (30.41%)1,57,411.1 (57.41%)1,96,487.3 (96.49%)1,05,506.8 (5.51%)1,13,124.5 (13.12%)

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%

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

HYBRID

Very High

18.89%

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

HYBRID

Very High

15.58%

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

HYBRID

Very High

13.70%

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

HYBRID

Very High

13.69%

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%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

45.79%

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%

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

HYBRID

Very High

35.05%

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

HYBRID

Very High

29.80%

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

HYBRID

Very High

28.27%

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

HYBRID

Very High

25.24%

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

HYBRID

Very High

23.55%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

23.26%

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

HYBRID

Very High

18.48%

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

HYBRID

Very High

-0.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

25.71%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

23.08%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

22.58%

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

HYBRID

Very High

18.42%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.30%

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

HYBRID

Very High

15.48%

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

HYBRID

Very High

14.60%

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

HYBRID

Very High

13.05%

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

HYBRID

Very High

13.02%

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

HYBRID

Very High

10.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

23.73%

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

HYBRID

Very High

15.03%

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

HYBRID

Very High

14.25%

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

HYBRID

Very High

13.95%

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

HYBRID

Very High

13.47%

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

HYBRID

Very High

12.95%

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

HYBRID

Very High

11.98%

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

HYBRID

Very High

11.34%

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

HYBRID

Very High

11.29%

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

HYBRID

Very High

10.87%

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.

RG

Mr. Ravi GopalakrishnanHead - Equity

Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.

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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