Sundaram Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
High Risk
13.43%
3Y annualised
+0.63% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Oct 2024₹184.96
Min. SIP amount₹100
Rating3
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
1Y3Y5YAll
Fund returns30.7%13.4%18.2%13.7%
Category average30.7%13.5%17.9%NA
Rank with in category252923NA
Understand terms

Holdings (112)

NameSectorInstrumentAssets
EnergyEquity4.58%
FinancialEquity4.00%
FinancialEquity3.92%
SovereignGOI Sec3.82%
TechnologyEquity2.99%
CommunicationEquity2.98%
Consumer DiscretionaryEquity2.84%
ConstructionEquity2.21%
SovereignGOI Sec1.93%
GOI
SovereignGOI Sec1.91%
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
1Y, 5Y and 10Y annualised returns higher than category average

Cons

3Y annualised returns lower than category average by 0.07%

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 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
NA
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,

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