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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Aggressive Hybrid Fund Direct IDCW Monthly

Sundaram Aggressive Hybrid Fund Direct IDCW Monthly

Hybrid
Aggressive Hybrid
High Risk
Payout
11.49%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Jul 2022₹36.30
Min. SIP amountNA
Rating3
Fund size₹2,937.29Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.9%11.5%10.5%11.5%
Category average42.2%12.7%12.2%NA
Rank with in category121211NA
Understand terms

Holdings (97)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.6%
ICICI Bank Ltd.FinancialEquity5.5%
HDFC Bank Ltd.FinancialEquity5.0%
Sun Pharmaceutical Industries Ltd.HealthcareEquity4.4%
Reliance Industries Ltd.EnergyEquity3.9%
Bharti Airtel Ltd.CommunicationEquity3.4%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Larsen & Toubro Ltd.ConstructionEquity2.6%
Reserve Bank of India
FinancialT-Bills2.5%
State Bank of IndiaFinancialEquity2.4%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.81%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.81%

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Ravi Gopalakrishnan
May 2022 - Present
View details

Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
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.
Also manages these schemes

Dwijendra Srivastava
Jan 2022 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
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.
Also manages these schemes

S Bharath
Jan 2022 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Sandeep Agarwal
Jan 2022 - Present
View details

Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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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FAQs

How to Invest in Sundaram Aggressive Hybrid Fund Direct IDCW Monthly?

You can easily invest in Sundaram Aggressive Hybrid Fund Direct IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Aggressive Hybrid Fund Direct IDCW Monthly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Aggressive Hybrid Fund Direct IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Aggressive Hybrid Fund Direct IDCW Monthly provide?

The Sundaram Aggressive Hybrid Fund Direct IDCW Monthly has been there from 02 Jan 2013 and the average annual returns provided by this fund is 2.93% since its inception.

How much expense ratio is charged by Sundaram Aggressive Hybrid Fund Direct IDCW Monthly?

The term Expense Ratio used for Sundaram Aggressive Hybrid Fund Direct IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly is 0.81% as of 02 Jul 2022...

What is the AUM of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly?

The AUM, short for Assets Under Management of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly is ₹2,937.29Cr as of 02 Jul 2022.

How to Redeem Sundaram Aggressive Hybrid Fund Direct IDCW Monthly?

If you want to sell your Sundaram Aggressive Hybrid Fund Direct IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly?

You can select either SIP or Lumpsum investment of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly?

The NAV of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly is ₹36.30 as of 01 Jul 2022.

What is the PE and PB ratio of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly?

The PE ratio ratio of Sundaram Aggressive Hybrid Fund Direct IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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