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Partner With Us NRI

Jan 21, 2022


Category

Hybrid

AUM (Cr.)

3,074.44

Exit Load (%)

1.00

Min Inv Lumpsum

300

Expense Ratio

0.00

Sharpe Ratio

23.10

Beta Ratio

0.00

Fund Manager

Ravi Gopalakrishnan

Inception Date

Jan 14, 2000

Risk Level

Very High

Investment Objective

The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Aggressive Hybrid Fund - (G) 3.08 10.59 22.1 14.43 14.23 11.61
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 2.66 6.66 20.78 18.76 14 15
Category Average - BEST HYBRID PERFORMERS 4.37 8.23 20.89 14.32 12.19 11.89
Category Average - BEST HYBRID PERFORMERS 4.11 10.29 26.04 19.9 13.68 14.61
Category Average - BEST HYBRID PERFORMERS 3.54 8.23 14.14 12.35 9.73 8.78
Category Average - BEST HYBRID PERFORMERS 4.82 13.28 25.22 15.58 13.83 10
Category Average - BEST HYBRID PERFORMERS 6.06 19.31 40.22 20.61 15.68 14.98
Category Average - BEST HYBRID PERFORMERS 4.94 10.42 22.44 14.51 11.23 15.25
Category Average - BEST HYBRID PERFORMERS 3.05 6.92 19.37 15.39 12.31 13.86
Category Average - BEST HYBRID PERFORMERS 3.98 9.75 26.8 15.32 12.2 12.77
Category Average - BEST HYBRID PERFORMERS 3.65 9.3 39.68 28.59 20.39 17.33
Category Average - BEST HYBRID PERFORMERS 2.96 9.07 20.28 16.61 14.5 15.86
Category Average - BEST HYBRID PERFORMERS 3.01 13.55 25.53 16.34 12.92 12.32
Category Average - BEST HYBRID PERFORMERS 4.08 8.7 23.37 15.88 13.53 15.8
Category Average - BEST HYBRID PERFORMERS 2.61 6.45 19.41 13.26 10.91 19.07
Category Average - BEST HYBRID PERFORMERS 3.8 8.98 20.23 17.44 14.63 12.59
Category Average - BEST HYBRID PERFORMERS 4.2 11.22 24.64 16.75 14.43 11.27
Category Average - BEST HYBRID PERFORMERS 4.13 8.85 24.83 8.3 8.82 12.11
Category Average - BEST HYBRID PERFORMERS 3.09 8.9 19.65 14.77 12.08 12.91
Category Average - BEST HYBRID PERFORMERS 3.41 7.04 12.77 12.23 11.29 10.72
Category Average - BEST HYBRID PERFORMERS 3.63 8.72 19.97 16.81 14.94 13.12
Category Average - BEST HYBRID PERFORMERS 2.03 4.66 18.25 13.66 10.71 13.42
Category Average - BEST HYBRID PERFORMERS 4.05 11.44 50.75 25.02 18.56 17.35
Category Average - BEST HYBRID PERFORMERS 3.26 10.85 18.97 13.09 9.64 9.7
Category Average - BEST HYBRID PERFORMERS 3.41 9.16 25.13 16.07 11.54 11.41
Category Average - BEST HYBRID PERFORMERS 5.19 6.63 20.16 18.59 0 13.91
Category Average - BEST HYBRID PERFORMERS 4.43 10.2 18.71 12.86 0 10.27
Category Average - BEST HYBRID PERFORMERS 3.34 6.75 16.74 13.41 0 11.32
Category Average - BEST HYBRID PERFORMERS 3.12 10.83 21.07 17.73 0 14.28
Category Average - BEST HYBRID PERFORMERS 2.11 5.02 10.17 14.96 0 12.99
Category Average - BEST HYBRID PERFORMERS 3.72 9.3 17.78 15.56 0 15.71
Category Average - BEST HYBRID PERFORMERS 3.06 9.03 17.31 13.43 0 13.29
Category Average - BEST HYBRID PERFORMERS 4.9 11 28.55 0 0 23.85
Category Average - BEST HYBRID PERFORMERS 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 2.65 8.59 23.26 0 0 25.07
Category Average - BEST HYBRID PERFORMERS 3.08 10.59 22.1 14.43 14.23 11.61
Category Rank - BEST HYBRID PERFORMERS 2 1 3 4 4 18
Category Rank - BEST HYBRID PERFORMERS 4 50 26 8 108 21
Category Rank - BEST HYBRID PERFORMERS 6 15 17 27 27 16
Category Rank - BEST HYBRID PERFORMERS 7 9 6 141 103 4
Category Rank - BEST HYBRID PERFORMERS 9 4 11 21 14 59
Category Rank - BEST HYBRID PERFORMERS 11 17 34 44 120 55
Category Rank - BEST HYBRID PERFORMERS 12 36 22 30 21 36
Category Rank - BEST HYBRID PERFORMERS 13 8 14 15 9 41
Category Rank - BEST HYBRID PERFORMERS 14 29 13 89 50 34
Category Rank - BEST HYBRID PERFORMERS 15 16 8 5 15 19
Category Rank - BEST HYBRID PERFORMERS 16 31 15 19 16 13
Category Rank - BEST HYBRID PERFORMERS 17 7 2 3 3 9
Category Rank - BEST HYBRID PERFORMERS 18 18 7 24 20 31
Category Rank - BEST HYBRID PERFORMERS 19 26 25 11 7 32
Category Rank - BEST HYBRID PERFORMERS 20 21 36 22 106 14
Category Rank - BEST HYBRID PERFORMERS 21 20 4 2 1 10
Category Rank - BEST HYBRID PERFORMERS 22 30 27 13 5 28
Category Rank - BEST HYBRID PERFORMERS 23 35 49 46 37 78
Category Rank - BEST HYBRID PERFORMERS 25 43 57 47 26 47
Category Rank - BEST HYBRID PERFORMERS 26 23 12 18 24 39
Category Rank - BEST HYBRID PERFORMERS 27 47 39 36 115 40
Category Rank - BEST HYBRID PERFORMERS 29 10 32 38 38 60
Category Rank - BEST HYBRID PERFORMERS 31 11 21 10 107 20
Category Rank - BEST HYBRID PERFORMERS 32 27 29 26 22 30
Category Rank - BEST HYBRID PERFORMERS 33 13 18 29 10 37
Category Rank - BEST HYBRID PERFORMERS 34 25 37 34 111 26
Category Rank - BEST HYBRID PERFORMERS 35 44 31 23 19 22
Category Rank - BEST HYBRID PERFORMERS 36 3 9 17 17 33
Category Rank - BEST HYBRID PERFORMERS 37 24 24 16 8 12
Category Rank - BEST HYBRID PERFORMERS 44 48 23 7 13 17
Category Rank - BEST HYBRID PERFORMERS 45 33 16 140 102 3
Category Rank - BEST HYBRID PERFORMERS 48 52 30 37 29 7
Category Rank - BEST HYBRID PERFORMERS 57 72 80 25 113 29
Category Rank - BEST HYBRID PERFORMERS 62 80 35 32 30 25
Category Rank 152/153 152/153 148/153 136/153 153/153 153/153
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Equity Hybrid Fund-(G) (SP 1) 0.0518 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW-Q) (SP 1) 0.0137 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW-M) (SP 1) 0.0099 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW) (SP 1) 0.0159 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
SBI Equity Hybrid Fund (IDCW) 43.0502 -91.13 20.28 16.61 14.50 48,794.19 1.51 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Infosys Dec 31, 2021 183.43 5.97 219.71
Equity-ICICI Bank Dec 31, 2021 145.64 4.74 176.30
Equity-HDFC Bank Dec 31, 2021 140.34 4.56 180.67
Net CA & Others-Net CA & Others Dec 31, 2021 113.77 3.70 4,622.46
Equity-Reliance Industr Dec 31, 2021 90.94 2.96 103.36
Equity-Larsen & Toubro Dec 31, 2021 87.14 2.83 330.00
Equity-TCS Dec 31, 2021 81.60 2.65 305.65
Equity-St Bk of India Dec 31, 2021 73.85 2.40 176.47
Equity-H D F C Dec 31, 2021 72.36 2.35 150.33
Corporate Debts-N A B A R D Dec 31, 2021 56.11 1.82 420.57

latest news

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Aggressive Hybrid Fund - (G)
Contact Persone : Ravi Gopalakrishnan
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com