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Sundaram Aggressive Hybrid Fund Growth Direct Plan Adjusted

145.34
NAV (Dec 1,2023)

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

    38.64
  • P/B Ratio
    UM_URBAN_MONEY

    5.95
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    1.05
  • Sharpe
    UM_URBAN_MONEY

    0.06
  • Sortino
    UM_URBAN_MONEY

    0.10

Fund Overview

0.74%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

3641.70 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 Dec 03, 2023

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 %)

11,035.52 (10.36%)15,832.52 (58.33%)18,677.18 (86.77%)10,410.05 (4.10%)11,160.01 (11.60%)
33,106.56 (10.36%)47,497.56 (58.33%)56,031.54 (86.77%)31,230.15 (4.10%)33,480.03 (11.60%)
55,177.6 (10.36%)79,162.6 (58.33%)93,385.9 (86.77%)52,050.25 (4.10%)55,800.05 (11.60%)
88,284.16 (10.36%)1,26,660.16 (58.33%)1,49,417.44 (86.77%)83,280.4 (4.10%)89,280.08 (11.60%)
1,10,355.2 (10.36%)1,58,325.2 (58.33%)1,86,771.8 (86.77%)1,04,100.5 (4.10%)1,11,600.1 (11.60%)

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 Securities8.37%
  • HDFC Bank Ltd5.94%
  • TREPS4.60%
  • ICICI Bank Ltd4.52%
  • Reliance Industries Ltd4.15%
  • Infosys Ltd3.14%
  • Larsen & Toubro Ltd2.83%
  • Bharti Airtel Ltd2.51%
  • Axis Bank Ltd2.28%
  • Power Finance Corporation Ltd2.20%
  • REC LTD2.18%
  • Sun Pharmaceutical Industries Ltd1.95%
  • LIC Housing Finance Ltd1.91%
  • State Bank of India1.78%
  • Kalyan Jewellers India Ltd1.68%
  • National Bank for Agricultural & Rural Development1.68%
  • HDFC Bank Ltd Prev HDFC Ltd1.62%
  • United Spirits Ltd1.47%
  • Varun Beverages Ltd1.25%
  • Bajaj Finserv Ltd1.20%
  • Maruti Suzuki India Ltd1.14%
  • Shriram Finance Ltd1.14%
  • NTPC LTD1.13%
  • Home First Finance Company Ltd1.11%
  • Cash and Other Net Current Assets1.11%
  • Tata Consultancy Services Ltd1.11%
  • Westlife Foodworld Ltd1.04%
  • SBI Life Insurance Company Ltd1.03%
  • Hindustan UniLever Ltd1.02%
  • Coromandel International Ltd1.00%
  • HCL Technologies Ltd1.00%
  • Small Industries Development Bank of India0.95%
  • Tube Investments of India Ltd0.91%
  • IndusInd Bank Ltd0.89%
  • Dalmia Cement Bharat Ltd0.81%
  • Mahindra & Mahindra Ltd0.80%
  • Zydus Lifesciences Ltd0.79%
  • Schaeffler India Ltd0.77%
  • Cipla Ltd0.77%
  • Ashok Leyland Ltd0.75%
  • TATA Consumer Products Ltd0.74%
  • ITC Ltd0.71%
  • Ultratech Cement Ltd0.69%
  • Union Bank of India0.65%
  • Hatsun Agro Product Ltd0.62%
  • Tata Steel Ltd0.62%
  • PI Industries Ltd0.61%
  • Eicher Motors Ltd0.60%
  • Delhivery Ltd0.58%
  • Tata Motors Ltd0.58%
  • Cummins India Ltd0.58%
  • Astral Ltd0.56%
  • Godrej Consumer Products Ltd0.54%
  • Voltas Ltd0.54%
  • Finolex Industries Ltd0.53%
  • Kotak Mahindra Bank Ltd0.53%
  • Canara Bank0.52%
  • Polycab India Ltd0.51%
  • Cholamandalam Financial Holdings Ltd0.50%
  • Avenue Supermarts Ltd0.50%
  • ICICI Prudential Life Insurance Company Ltd0.46%
  • GAIL India Ltd0.46%
  • Cholamandalam Investment and Company Ltd0.46%
  • Fortis Health Care Ltd0.43%
  • Alkem Laboratories Ltd0.43%
  • TVS Holdings Ltd Preference share0.43%
  • Bajaj Auto Ltd0.42%
  • Indian Railway Finance Corporation Ltd0.41%
  • ICICI Home Finance Company Ltd0.41%
  • Bank of Baroda Call Dt Tier II Bond under Basel III0.41%
  • Central Government Securities Floating Rate Bond0.41%
  • Embassy Office Parks REIT0.41%
  • Sona BLW Precision Forgings Ltd0.39%
  • LTIMindtree Ltd0.36%
  • TVS Supply Chain Solutions Ltd0.36%
  • Jubilant Foodworks Ltd0.34%
  • Info Edge India Ltd0.34%
  • Jindal Steel & Power Ltd0.33%
  • Asian Paints Ltd0.33%
  • NIIT Learning Systems Ltd0.33%
  • The Indian Hotels Company Ltd0.32%
  • TVS Motor Company Ltd0.31%
  • Marico Ltd0.29%
  • Vedant Fashions Ltd0.27%
  • National Housing Bank0.27%
  • UNO Minda Ltd0.27%
  • Days T Bill0.27%
  • Multi Commodity Exchange of India Ltd0.26%
  • Grindwell Norton Ltd0.24%
  • Tech Mahindra Ltd0.23%
  • Maharashtra State Development Loan0.22%
  • Adani Ports and Special Economic Zone Ltd0.21%
  • Britannia Industries Ltd0.19%
  • MphasiS Ltd0.15%
  • Tata Sons Pvt Ltd0.14%
  • Karnataka State Development Loan0.11%
  • TVS Holdings Ltd0.09%
  • 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)

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

HYBRID

Very High

13.69%

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

HYBRID

Very High

12.56%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

11.84%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.32%

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

HYBRID

Very High

11.23%

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

HYBRID

Very High

9.76%

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

HYBRID

Very High

9.53%

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

HYBRID

Very High

8.95%

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

HYBRID

Very High

7.78%

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

HYBRID

Very High

7.24%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.39%

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

HYBRID

Very High

19.44%

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

HYBRID

Very High

16.64%

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

HYBRID

Very High

13.18%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

12.61%

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

HYBRID

Very High

12.39%

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

HYBRID

Very High

11.63%

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

HYBRID

Very High

11.28%

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

HYBRID

Very High

10.23%

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

HYBRID

Very High

-0.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

14.81%

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

HYBRID

Very High

14.56%

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

HYBRID

Very High

14.29%

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

HYBRID

Very High

13.74%

Invesco India Equity & Bond Fund - Regular Plan - GrowthInvesco India Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

13.56%

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

HYBRID

Very High

12.05%

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

HYBRID

Very High

11.96%

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

HYBRID

Very High

11.50%

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

HYBRID

Very High

10.64%

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

HYBRID

Very High

10.15%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

20.74%

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

19.35%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

15.53%

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

HYBRID

Very High

15.06%

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

HYBRID

Very High

14.22%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

13.52%

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

HYBRID

Very High

13.38%

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

HYBRID

Very High

11.70%

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

HYBRID

Very High

10.52%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

7.09%

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