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  • Mutual Fund
  • Sundaram Aggressive Hybrid Fund - (IDCW-M)

Jan 24, 2022

Category

Hybrid

AUM (Cr.)

3,074.44

Exit Load (%)

1.00

Min Inv Lumpsum

300

Expense Ratio

0.00

Sharpe Ratio

23.17

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.

Crisil Balanced Fund - Aggressive Index

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 - (IDCW-M) -0.38 6.99 20.52 13.29 12.9 12.3
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -0.74 2.99 18.92 17.91 13.18 14.88
Category Average - BEST HYBRID PERFORMERS 1.11 4.64 20.37 13.68 11.49 11.8
Category Average - BEST HYBRID PERFORMERS 1.01 6.59 24.42 19.36 13.01 14.5
Category Average - BEST HYBRID PERFORMERS 0.29 4.88 13.2 11.76 9.12 8.71
Category Average - BEST HYBRID PERFORMERS 0.71 8.91 22.87 14.78 12.93 9.91
Category Average - BEST HYBRID PERFORMERS 3.55 15.36 39.9 20.37 15.18 14.9
Category Average - BEST HYBRID PERFORMERS 1.95 6.82 21.4 14.09 10.57 15.16
Category Average - BEST HYBRID PERFORMERS 0.37 3.69 18.64 14.81 11.68 13.75
Category Average - BEST HYBRID PERFORMERS 0.72 5.92 25.37 14.78 11.48 12.68
Category Average - BEST HYBRID PERFORMERS -1.1 3.89 36.76 27.65 19.53 17.14
Category Average - BEST HYBRID PERFORMERS -0.26 5.78 18.96 16.09 13.85 15.77
Category Average - BEST HYBRID PERFORMERS -0.6 9.19 24.08 15.64 12.07 12.17
Category Average - BEST HYBRID PERFORMERS 1.24 5.11 22.76 15.51 12.95 15.69
Category Average - BEST HYBRID PERFORMERS -1.21 2.53 17.49 12.62 10.11 18.95
Category Average - BEST HYBRID PERFORMERS 0.38 5.38 18.67 16.82 13.96 12.51
Category Average - BEST HYBRID PERFORMERS 0.64 7.46 23.18 16.18 13.66 11.07
Category Average - BEST HYBRID PERFORMERS 0.96 5.56 23.94 7.91 8.09 11.96
Category Average - BEST HYBRID PERFORMERS -1.42 4.07 16.99 13.78 11.07 12.56
Category Average - BEST HYBRID PERFORMERS 0.43 4.04 11.62 11.7 10.63 10.44
Category Average - BEST HYBRID PERFORMERS 0.44 5.34 19.06 16.19 14.18 12.75
Category Average - BEST HYBRID PERFORMERS -2.05 0.7 16.55 12.84 9.91 13.24
Category Average - BEST HYBRID PERFORMERS -0.81 6.64 46.63 24.04 17.58 16.57
Category Average - BEST HYBRID PERFORMERS -0.34 7.29 17.48 12.38 8.89 9.18
Category Average - BEST HYBRID PERFORMERS -0.82 4.79 23.07 15.33 10.85 10.85
Category Average - BEST HYBRID PERFORMERS 1.71 2.97 18.37 18.02 0 13.32
Category Average - BEST HYBRID PERFORMERS 0.77 6.64 17.42 12.29 0 9.62
Category Average - BEST HYBRID PERFORMERS -0.24 3.46 15.13 12.76 0 10.61
Category Average - BEST HYBRID PERFORMERS -1.41 6.71 18.34 16.87 0 13.32
Category Average - BEST HYBRID PERFORMERS -0.6 1.69 8.54 14.33 0 12.3
Category Average - BEST HYBRID PERFORMERS -0.02 5.22 16.27 14.93 0 14.83
Category Average - BEST HYBRID PERFORMERS -0.18 5.89 16.1 12.89 0 12.45
Category Average - BEST HYBRID PERFORMERS 1.56 7.37 26.72 0 0 22.71
Category Average - BEST HYBRID PERFORMERS 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -1.35 4.98 21.15 0 0 21.84
Category Average - BEST HYBRID PERFORMERS -0.37 7 20.5 13.83 13.49 11.49
Category Rank - BEST HYBRID PERFORMERS 2 1 3 4 4 16
Category Rank - BEST HYBRID PERFORMERS 5 17 16 27 28 15
Category Rank - BEST HYBRID PERFORMERS 6 81 28 8 107 21
Category Rank - BEST HYBRID PERFORMERS 7 10 6 133 102 3
Category Rank - BEST HYBRID PERFORMERS 10 36 15 18 15 13
Category Rank - BEST HYBRID PERFORMERS 14 46 20 30 20 35
Category Rank - BEST HYBRID PERFORMERS 15 22 9 5 14 19
Category Rank - BEST HYBRID PERFORMERS 16 28 11 89 53 34
Category Rank - BEST HYBRID PERFORMERS 24 20 32 45 121 59
Category Rank - BEST HYBRID PERFORMERS 25 25 8 24 21 28
Category Rank - BEST HYBRID PERFORMERS 26 4 14 23 16 56
Category Rank - BEST HYBRID PERFORMERS 28 9 12 15 9 39
Category Rank - BEST HYBRID PERFORMERS 45 32 21 14 6 27
Category Rank - BEST HYBRID PERFORMERS 46 56 62 49 27 49
Category Rank - BEST HYBRID PERFORMERS 50 31 26 11 7 30
Category Rank - BEST HYBRID PERFORMERS 52 65 27 22 19 20
Category Rank - BEST HYBRID PERFORMERS 69 41 51 46 39 77
Category Rank - BEST HYBRID PERFORMERS 106 34 36 21 106 18
Category Rank - BEST HYBRID PERFORMERS 117 26 38 34 112 31
Category Rank - BEST HYBRID PERFORMERS 121 73 44 37 117 46
Category Rank - BEST HYBRID PERFORMERS 122 27 24 16 8 12
Category Rank - BEST HYBRID PERFORMERS 126 11 31 43 45 68
Category Rank - BEST HYBRID PERFORMERS 129 13 18 28 11 37
Category Rank - BEST HYBRID PERFORMERS 132 124 89 26 113 32
Category Rank - BEST HYBRID PERFORMERS 133 3 10 17 17 33
Category Rank - BEST HYBRID PERFORMERS 134 80 25 9 13 17
Category Rank - BEST HYBRID PERFORMERS 135 21 2 3 3 10
Category Rank - BEST HYBRID PERFORMERS 136 43 13 20 25 41
Category Rank - BEST HYBRID PERFORMERS 141 60 4 2 1 9
Category Rank - BEST HYBRID PERFORMERS 144 94 30 42 30 7
Category Rank - BEST HYBRID PERFORMERS 146 39 17 134 103 4
Category Rank - BEST HYBRID PERFORMERS 148 18 29 10 108 22
Category Rank - BEST HYBRID PERFORMERS 149 54 34 29 23 29
Category Rank - BEST HYBRID PERFORMERS 150 147 35 35 32 23
Category Rank 152/154 153/154 149/154 130/154 154/154 154/154
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
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
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
SBI Equity Hybrid Fund (IDCW) 42.2392 -91.22 18.96 16.09 13.85 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 - (IDCW-M)
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