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Sundaram Aggressive Hybrid Fund Direct-Growth

Previously called: Principal Hybrid Equity Direct-G

NAV as of(Aug 11, 2023)

137.84 -0.23 % 1-D Change

12.16% p.a.

You get upto 1.17%extra returns

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ET Money Rank

ET Money Rank

12

Out of 25

Consistency of returns

star 3.0 Average

Protection from volatility

star 4.0 Good
fund-trend Recent trend

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ET Money's Fund Report Card - Sundaram Aggressive Hybrid Fund

ET Money Rank

19

Out of 29

ranking
Performance Quality info

Gooddrop-arrow

Generated returns consistently

3/5

Increased returns for each unit of additional risk info

3/5

Downside Protection info

Very Gooddrop-arrow

Controlled losses during market corrections

4/5

Delivered returns without frequent ups and downs

4/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

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This fund vs
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Scheme Details

VRO Rating3
Expense ratio0.76% As on Jun 30, 2023
Exit Load1.0%info
AUM (Fund Size) 3,461 Crs
Lock-inNo Lockin
Age10 yrs 7 m Since Jan 01, 2013
BenchmarkCRISIL Hybrid 35+65 Aggressive
Min. Investment

SIP 100 &

Lumpsum 300

About Sundaram Aggressive Hybrid Fund

Sundaram Aggressive Hybrid Fund Direct-Growth is a Aggressive Hybrid mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 10 yrs 7 m, having been launched on 01/01/2013. Sundaram Aggressive Hybrid Fund Direct-Growth has ₹3,461 Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.76%, which is close to what most other Aggressive Hybrid funds charge. Currently, the fund has a 70.97% allocation to equity and 25.24% to Debt.
  • Sundaram Aggressive Hybrid Fund Direct-Growth returns of last 1-year are 10.69%. Since launch, it has delivered 12.23% average annual returns. The fund has doubled the money invested in it every 4 yrs.
  • Sundaram Aggressive Hybrid Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
  • The fund's equity portion is primarily invested in Financial, Consumer Staples, Technology, Automobile, Unclassified sectors. It has taken less exposure in Financial, Consumer Staples sectors compared to other funds in the category.
  • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
  • The fund's top 5 holdings are in GOI, HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd..
.....

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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2023
Allocation by Market Cap

Large Cap 54.96%

Mid Cap 11.42%

Small Cap 4.59%

Other Cap -0%

Allocation by Sector

Financial 23.36%

Consumer Staples 7%

Technology 6.28%

Automobile 5.89%

Top Debt Holdings

GOI 9.26%

Power Finance Corpn. Ltd. 2.05%

LIC Housing Finance Ltd. 1.61%

National Bank For Agriculture & Rural Development 1.44%

Allocation by Credit Quality

AAA 14.25%

SOV 10.3%

Cash & Call Money 3.79%

A1+ 0.68%

Allocation by Instruments

Debenture 10.15%

GOI Securities 9.26%

Reverse Repo 2.19%

Bonds 1.45%

Other Holdings

Others 0.79%

Comparison with aggressive hybrid Funds

as on Aug 14, 2023
Average
1.12%
0.91% p.a
This fund

Lowest
-0.87%

Highest
5.16%
Pick time period to see return
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Trailing Returns and Ranks

as on Aug 14, 2023
PeriodTrailing returnsCategory average
1 month0.91%1.13%
3 months7.03%7.77%
6 months9.37%11.34%
1 year9.74%12.78%
3 years18.82%20.57%
5 years11.31%12.55%
10 years13.61%15.08%

Riskometer

Level of Risk in the Scheme

High

Investors understand that their principal will be at High risk

Sundaram Aggressive Hybrid Fund

HYBRID AGGRESSIVE HYBRID

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

  • Std. Dev : 10.24
  • Alpha : 2.53
  • Beta : 0.8
  • Sharpe : 1.4
  • Sortino : 3.36
  • Profile

    Ravi Gopalakrishnan

    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

    Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

  • Profile

    Dwijendra Srivastava

    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

  • Profile

    S Bharath

    Mr. Bharath is a B Com (H), MBA and ICWA.

    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

  • Profile

    Sandeep Agarwal

    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Sundaram Mutual Fund

Sundaram Mutual Fund

# SCHEMES

28

See all schemes

TOTAL AUM:

₹45,612 Crs

As on Jun 30, 2023

  • Phone: 1860-425-7237
  • Address: Sundaram Towers No. 46,,1st& 2nd Floor,
    Whites Road,
    Royapettah
    Chennai, 600014

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Frequently Asked questions

Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.

However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.

At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.

In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.

How are the returns of Sundaram Aggressive Hybrid Fund ?

The Sundaram Aggressive Hybrid Fund is a 10 yrs 7 m old fund and has delivered average annual returns of 12.16% since inception.

Sundaram Aggressive Hybrid Fund Returns

1-Year3-Year5-Year10-YearSince Inception
9.74%18.82%11.31%13.61%12.16%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Sundaram Aggressive Hybrid Fund for Aug 11, 2023 is 137.84.

Sundaram Aggressive Hybrid Fund has an ET Money Rank of # 19 of 29 and a consistency rating of 3.

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Sundaram Aggressive Hybrid Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Sundaram Aggressive Hybrid Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Sundaram Aggressive Hybrid Fund is 0.76%. .

Redeeming your investments in Sundaram Aggressive Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Aggressive Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Sundaram Aggressive Hybrid Fund is ₹3,461 Crs.

The Sundaram Aggressive Hybrid Fund's equity portion has been invested in the stocks of the following companies

CompanyPercentage of Portfolio
HDFC Bank Ltd.6.82%
ICICI Bank Ltd.5.6%
Reliance Industries Ltd.4.46%
Infosys Ltd.3.92%
State Bank of India2.78%
Bharti Airtel Ltd.2.57%
Larsen & Toubro Ltd.2.52%
Sun Pharmaceutical Inds. Ltd.2.15%
United Spirits Ltd.1.53%
Axis Bank Ltd.1.52%

The Sundaram Aggressive Hybrid Fund's equity portion is primarily invested in the following sectors -

SectorPercentage of Portfolio
Financial23.36%
Consumer Staples7%
Technology6.28%
Automobile5.89%
Unclassified4.46%
Healthcare4.14%
Materials2.68%
Services2.67%
Communication2.57%
Construction2.52%

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Sundaram Aggressive Hybrid Fund's debt portion's allocation by credit quality is given below
Credit QualityPercentage of Portfolio
AAA14.25%
SOV10.3%
Cash & Call Money3.79%

The top 3 debt holdings of Sundaram Aggressive Hybrid Fund are as follows

Holding NamePercentage of Portfolio
GOI9.26%
Power Finance Corpn. Ltd.2.05%
LIC Housing Finance Ltd.1.61%