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- Sundaram Aggressive Hybrid Fund Growth Direct Plan Adjusted
Sundaram Aggressive Hybrid Fund Growth Direct Plan Adjusted
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 Ratio41.98
- P/B Ratio6.57
- Alpha0.00
- Beta1.01
- Sharpe0.17
- Sortino0.29
Fund Overview
0.72%
0%
No Lock-in
₹ 4077.03 Cr
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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 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%) |
₹ 30,000 | ₹ 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%) |
₹ 50,000 | ₹ 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%) |
₹ 80,000 | ₹ 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%) |
₹ 1,00,000 | ₹ 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%) |
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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%
- Miscellaneous13.22%
- Bank - Private12.99%
- IT - Software6.45%
- Refineries4.18%
- Bank - Public3.54%
- Consumer Food2.66%
- Diamond & Jewellery1.85%
- Finance - Investment1.56%
- Insurance1.39%
- Cycles1.32%
- Finance - NBFC1.31%
- BPO/ITeS1.11%
- Fertilizers1.09%
- Finance - Housing1.03%
- Auto Ancillary0.91%
- Tea/Coffee0.91%
- Restaurants0.90%
- Cigarettes/Tobacco0.85%
- Bearings0.79%
- Diesel Engines0.60%
- Courier Services0.60%
- Air Conditioners0.56%
- Plastic Products0.52%
- Cable0.50%
- Retailing0.50%
- e-Commerce0.40%
- Paints0.33%
- Logistics0.30%
- Port0.24%
- Textile0.24%
- Abrasives0.23%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | HYBRID | Very High | 24.65% |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 18.89% |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 15.58% |
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 13.70% |
Franklin India Equity Hybrid Fund - Growth | HYBRID | Very High | 13.69% |
Union Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.61% |
Nippon India Equity Hybrid Fund - Growth | HYBRID | Very High | 12.57% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.14% |
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth | HYBRID | Very High | 11.73% |
HSBC Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 10.39% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
JM Aggressive Hybrid Fund - Growth | HYBRID | Very High | 45.79% |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | HYBRID | Very High | 42.82% |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 35.05% |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 29.80% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 28.27% |
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth | HYBRID | Very High | 25.24% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 23.55% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 23.26% |
PGIM India Hybrid Equity Fund - Growth | HYBRID | Very High | 18.48% |
HSBC Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | -0.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 25.71% |
Quant Absolute Fund - Growth | HYBRID | Very High | 23.08% |
JM Aggressive Hybrid Fund - Growth | HYBRID | Very High | 22.58% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 18.42% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 16.30% |
Bandhan Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 15.48% |
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.60% |
Groww Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 13.05% |
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth | HYBRID | Very High | 13.02% |
PGIM India Hybrid Equity Fund - Growth | HYBRID | Very High | 10.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Absolute Fund - Growth | HYBRID | Very High | 23.73% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 15.03% |
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.25% |
Bandhan Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 13.95% |
Tata Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 13.47% |
Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.95% |
Shriram Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 11.98% |
LIC MF Aggressive Hybrid Fund - Growth | HYBRID | Very High | 11.34% |
Navi Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 11.29% |
PGIM India Hybrid Equity Fund - Growth | HYBRID | Very High | 10.87% |
Fund Managers
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.
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.
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.
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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Sundaram Aggressive Hybrid Fund - Growth - Direct Plan (Adjusted)
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