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Business News/Market/Market Stats/    Sundaram Aggressive Hybrid Fund Growth

Sundaram Aggressive Hybrid Fund Growth

+
  • Hybrid
  • Aggressive Allocation
  • Rating 3
  • Plan
155.28 +0.40 (0.26%) NAV as on 12 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4643.67
  • CAGR 27.83%
  • Exit Load1.00%
  • Expense ratio1.85%
  • CategoryHybrid
  • Min Investment100
  • Min SIP100
  • Launch Date2000-01-14

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • 7.18% Govt Stock 2033
  • 205.84
  • 4.43%
  • Treps
  • 105.40
  • 2.27%
  • Sundaram Liquid Dir Gr
  • 100.83
  • 2.17%
View More

Risk & Volitility

  • Alpha -2.98%
  • Beta 1.07
  • Sharpe Ratio0.96
  • Std Deviation 9.45%
  • Tracking Error 3.32%

About Fund

The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

 

The Sundaram Aggressive Hybrid Fund Growth has an AUM of 4643.67 crores & has delivered CAGR of 15.46% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.85%. The minimum investment in Sundaram Aggressive Hybrid Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Reliance Industries, 7.18% Govt Stock 2033, HDFC Bank & ICICI Bank.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Biotechnology & Drugs & Software & Programming.

 

Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Nippon India Equity Hybrid Fund - Growth, HSBC Aggressive Hybrid Fund Growth, Tata Hybrid Equity Fund Regular Growth, Sundaram Aggressive Hybrid Fund Growth. Sundaram Aggressive Hybrid Fund Growth has a sharpe ratio of 0.96 & a standard deviation of 9.45%.

FAQs about Sundaram Aggressive Hybrid Fund Growth

According to the morning star rating Sundaram Aggressive Hybrid Fund Growth has a Moderate risk & Exceptional return.
Sundaram Aggressive Hybrid Fund Growth is managed by Dwijendra Srivastava,S. Bharath,Sandeep Agarwal.
The expense ratio of Sundaram Aggressive Hybrid Fund Growth is 1.85%.
The 5 year annualized return on Sundaram Aggressive Hybrid Fund Growth is 15.46% & it has generated 27.83% in the last 1 year.
The minimum investment in Sundaram Aggressive Hybrid Fund Growth is 100 Rs.
Sundaram Aggressive Hybrid Fund Growth has an AUM of 4643.67 crores.
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