- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Plan Growth
₹ 171.4
NAV (Apr 11)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Expense Ratio | 0.8 % |
Launched 12Y ago | 2013-01-02 |
AUM in Crores | 5619 |
ISIN | INF173K01FE6 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 10.3 |
Beta | 0.8 |
Sharpe Ratio | 0.5 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Reliance Industries Ltd.
4.76%HDFC Bank Ltd.
4.05%GOI
3.99%ICICI Bank Ltd.
3.98%Others
3.27%
Allocation by Sector
Financial
18.23%Technology
7.55%Energy
7.21%Automobile
6.64%Healthcare
5.45%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
