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| NAV: 14 Nov 2024 | ₹175.58 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹5,506.49Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 24.1% | 11.4% | 16.1% | 13.1% |
| Category average | 28.1% | 12.9% | 16.1% | NA |
| Rank with in category | 25 | 27 | 22 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 36.3% | 20.9% | 642.94 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 28.1% | 18.0% | 41,395.98 |
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth | 5 | 28.5% | 17.5% | 1,000.31 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 27.6% | 17.1% | 2,197.84 |
Quant Absolute Fund Direct Growth | 5 | 25.9% | 14.3% | 2,352.27 |
Holdings (112)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 4.58% |
HDFC Bank Ltd. | Financial | Equity | 4.00% |
ICICI Bank Ltd. | Financial | Equity | 3.92% |
GOI | Sovereign | GOI Sec | 3.82% |
Infosys Ltd. | Technology | Equity | 2.99% |
Bharti Airtel Ltd. | Communication | Equity | 2.98% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.84% |
Larsen & Toubro Ltd. | Construction | Equity | 2.21% |
GOI | Sovereign | GOI Sec | 1.93% |
GOI | Sovereign | GOI Sec | 1.91% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.79% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.61% |
Shriram Finance Ltd | Financial | Equity | 1.56% |
HCL Technologies Ltd. | Technology | Equity | 1.53% |
Axis Bank Ltd. | Financial | Equity | 1.49% |
NTPC Ltd. | Energy | Equity | 1.45% |
State Bank of India | Financial | Equity | 1.42% |
United Spirits Ltd. | Consumer Staples | Equity | 1.38% |
Tube Investments Of India Ltd. | Automobile | Equity | 1.36% |
UNO Minda Ltd. | Automobile | Equity | 1.32% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.27% |
Bajaj Auto Ltd. | Automobile | Equity | 1.26% |
Coromandel International Ltd. | Chemicals | Equity | 1.19% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.19% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.15% |
Ceat Ltd. | Automobile | Equity | 1.02% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 1.02% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.02% |
Computer Age Management Services Ltd. | Services | Equity | 1.00% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.96% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.96% |
Tata Motors Ltd. | Automobile | Equity | 0.95% |
Alkem Laboratories Ltd. | Healthcare | Equity | 0.91% |
GAIL (India) Ltd. | Energy | Equity | 0.89% |
Cummins India Ltd. | Capital Goods | Equity | 0.88% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.87% |
Ultratech Cement Ltd. | Construction | Equity | 0.85% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.85% |
Indian Bank | Financial | Equity | 0.84% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.82% |
Lupin Ltd. | Healthcare | Equity | 0.82% |
Grasim Industries Ltd. | Construction | Equity | 0.79% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.78% |
GOI | Sovereign | GOI Sec | 0.76% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.71% |
Craftsman Automation Ltd. | Automobile | Equity | 0.71% |
Westlife Foodworld Ltd. | Services | Equity | 0.69% |
ITC Ltd. | Consumer Staples | Equity | 0.68% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.66% |
Home First Finance Company India Ltd. | Financial | Equity | 0.65% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.63% |
Tech Mahindra Ltd. | Technology | Equity | 0.63% |
Zomato Ltd. | Services | Equity | 0.63% |
Finolex Industries Ltd. | Chemicals | Equity | 0.59% |
GOI | Sovereign | GOI Sec | 0.58% |
Bajaj Finance Ltd. | Financial | Debenture | 0.56% |
Union Bank of India | Financial | Equity | 0.56% |
Marico Ltd. | Consumer Staples | Equity | 0.54% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.54% |
Delhivery Ltd. | Services | Equity | 0.53% |
Hatsun Agro Product Ltd. | Consumer Staples | Equity | 0.53% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.49% |
GOI | Sovereign | GOI Sec | 0.49% |
National Bank For Financing Infrastructure And Development | Financial | Bonds | 0.48% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.48% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.48% |
Polycab India Ltd. | Capital Goods | Equity | 0.48% |
GOI | Sovereign | GOI Sec | 0.47% |
Power Finance Corporation Ltd. | Financial | NCD | 0.47% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.47% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.47% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.47% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.47% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.47% |
HDFC Bank Ltd. | Financial | Debenture | 0.47% |
Tata Steel Ltd. | Metals & Mining | Equity | 0.45% |
Devyani International Ltd. | Services | Equity | 0.41% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.41% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.40% |
National Bank For Financing Infrastructure And Development | Financial | Debenture | 0.38% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.38% |
Canara Bank | Financial | Equity | 0.38% |
REC Ltd. | Financial | Debenture | 0.38% |
Apollo Tyres Ltd. | Automobile | Equity | 0.37% |
The Indian Hotels Company Ltd. | Services | Equity | 0.36% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.36% |
HDFC Bank Ltd. | Financial | CD | 0.35% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.29% |
HDFC Bank Ltd. | Financial | Debenture | 0.28% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.28% |
GOI | Sovereign | GOI Sec | 0.28% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.28% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.28% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.28% |
Embassy Office Parks REIT | Construction | Debenture | 0.28% |
HDFC Bank Ltd. | Financial | Debenture | 0.28% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.28% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.27% |
LIC Housing Finance Ltd. | Financial | CP | 0.27% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.27% |
Tamilnadu State | Others | SDL | 0.24% |
JK Cement Ltd. | Construction | Equity | 0.23% |
Coal India Ltd. | Energy | Equity | 0.23% |
Larsen & Toubro Ltd. | Construction | Debenture | 0.19% |
REC Ltd. | Financial | Debenture | 0.19% |
REC Ltd. | Financial | Debenture | 0.19% |
National Housing Bank | Financial | Debenture | 0.19% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.19% |
HDFC Bank Ltd. | Financial | CD | 0.18% |
GOI | Sovereign | GOI Sec | 0.10% |
GOI | Sovereign | GOI Sec | 0.10% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
See All
Pros and cons
Category: Hybrid Aggressive Hybrid
Pros
Lower expense ratio: 0.68%
Higher alpha: 2.24
The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y
10Y annualised returns higher than category average by 0.27%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Expense ratio, exit load and tax
Expense ratio: 0.68%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Clyton Richard FernandesOct 2024 - PresentView details
Clyton Richard Fernandes
Oct 2024 - Present
View details
Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
ABN AMRO Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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Sundaram Aggressive Hybrid Fund Direct Growth
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