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| NAV: 13 Dec 2024 | ₹183.47 |
| 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 | 23.8% | 14.0% | 16.9% | 13.5% |
| Category average | 23.5% | 14.2% | 16.9% | NA |
| Rank with in category | 22 | 27 | 23 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 36.0% | 24.9% | 642.94 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 24.5% | 20.5% | 41,395.98 |
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth | 5 | 32.2% | 20.2% | 1,000.31 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 26.8% | 19.4% | 2,197.84 |
UTI Aggressive Hybrid Fund Direct Fund Growth | 4 | 27.6% | 17.9% | 6,330.44 |
Holdings (115)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 5.79% |
HDFC Bank Ltd. | Financial | Equity | 4.21% |
ICICI Bank Ltd. | Financial | Equity | 4.10% |
Reliance Industries Ltd. | Energy | Equity | 3.81% |
Bharti Airtel Ltd. | Communication | Equity | 3.01% |
Infosys Ltd. | Technology | Equity | 2.89% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.76% |
GOI | Sovereign | GOI Sec | 1.93% |
Larsen & Toubro Ltd. | Construction | Equity | 1.88% |
NA | NA | Mutual Fund | 1.87% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.81% |
State Bank of India | Financial | Equity | 1.68% |
HCL Technologies Ltd. | Technology | Equity | 1.54% |
Shriram Finance Ltd | Financial | Equity | 1.52% |
Tube Investments Of India Ltd. | Automobile | Equity | 1.51% |
Axis Bank Ltd. | Financial | Equity | 1.46% |
NTPC Ltd. | Energy | Equity | 1.41% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.39% |
United Spirits Ltd. | Consumer Staples | Equity | 1.35% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.35% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.28% |
Ceat Ltd. | Automobile | Equity | 1.10% |
UNO Minda Ltd. | Automobile | Equity | 1.10% |
Coromandel International Ltd. | Chemicals | Equity | 1.09% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.08% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.05% |
Bajaj Auto Ltd. | Automobile | Equity | 1.05% |
Computer Age Management Services Ltd. | Services | Equity | 1.04% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.90% |
Indian Bank | Financial | Equity | 0.87% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.87% |
Tata Consultancy Services Ltd. | Technology | Equity | 0.85% |
Alkem Laboratories Ltd. | Healthcare | Equity | 0.85% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.84% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.83% |
Ultratech Cement Ltd. | Construction | Equity | 0.83% |
Cummins India Ltd. | Capital Goods | Equity | 0.82% |
Lupin Ltd. | Healthcare | Equity | 0.80% |
Grasim Industries Ltd. | Construction | Equity | 0.79% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.77% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.73% |
Tata Motors Ltd. | Automobile | Equity | 0.71% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.68% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.66% |
Home First Finance Company India Ltd. | Financial | Equity | 0.66% |
ITC Ltd. | Consumer Staples | Equity | 0.66% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.65% |
Westlife Foodworld Ltd. | Services | Equity | 0.64% |
Tech Mahindra Ltd. | Technology | Equity | 0.61% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.61% |
Zomato Ltd. | Services | Equity | 0.60% |
Craftsman Automation Ltd. | Automobile | Equity | 0.60% |
Marico Ltd. | Consumer Staples | Equity | 0.59% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.58% |
GOI | Sovereign | GOI Sec | 0.57% |
Finolex Industries Ltd. | Chemicals | Equity | 0.57% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.56% |
Bajaj Finance Ltd. | Financial | Debenture | 0.56% |
Shriram Finance Ltd | Financial | Bonds | 0.56% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.55% |
Union Bank of India | Financial | Equity | 0.54% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.49% |
GOI | Sovereign | GOI Sec | 0.49% |
National Bank For Financing Infrastructure And Development | Financial | Bonds | 0.49% |
GOI | Sovereign | GOI Sec | 0.49% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.48% |
GOI | Sovereign | GOI Sec | 0.47% |
Power Finance Corporation Ltd. | Financial | Debenture | 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% |
HDFC Bank Ltd. | Financial | Debenture | 0.47% |
GAIL (India) Ltd. | Energy | Equity | 0.47% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.47% |
Polycab India Ltd. | Capital Goods | Equity | 0.45% |
Delhivery Ltd. | Services | Equity | 0.45% |
Hatsun Agro Product Ltd. | Consumer Staples | Equity | 0.44% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.43% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.42% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.41% |
Tata Power Company Ltd. | Energy | Equity | 0.41% |
Devyani International Ltd. | Services | Equity | 0.40% |
National Bank For Financing Infrastructure And Development | Financial | Debenture | 0.38% |
The Indian Hotels Company Ltd. | Services | Equity | 0.38% |
Apollo Tyres Ltd. | Automobile | Equity | 0.38% |
Bajaj Finance Ltd. | Financial | Debenture | 0.38% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.38% |
REC Ltd. | Financial | Debenture | 0.37% |
HDFC Bank Ltd. | Financial | CD | 0.36% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.34% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.34% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.29% |
HDFC Bank Ltd. | Financial | Debenture | 0.29% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.29% |
GOI | Sovereign | GOI Sec | 0.28% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.28% |
GOI | Sovereign | GOI Sec | 0.28% |
Power Finance Corporation 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% |
Tamilnadu State | Others | SDL | 0.24% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.24% |
JK Cement Ltd. | Construction | Equity | 0.23% |
Coal India Ltd. | Energy | Equity | 0.19% |
PNB Housing Finance Ltd. | Financial | Debenture | 0.19% |
REC Ltd. | Financial | Debenture | 0.19% |
National Housing Bank | Financial | Debenture | 0.19% |
REC Ltd. | Financial | Debenture | 0.19% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.19% |
Bank of India | Financial | Equity | 0.06% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
Reliance Industries Ltd. | Energy | Futures | -0.09% |
See All
Pros and cons
Category: Hybrid Aggressive Hybrid
Pros
Lower expense ratio: 0.71%
Higher alpha: 2.36
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 0.36%
Expense ratio, exit load and tax
Expense ratio: 0.71%
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
www.karvymfs.comCompare funds
Sundaram Aggressive Hybrid Fund Direct Growth
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