Sundaram Aggressive Hybrid Fund Growth

+

Hybrid
Aggressive Allocation
Rating 3
Plan

160.52 +0.02 (0.01%) NAV as on 16 May, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)5618.99
CAGR 11.50%
Exit Load1.00%
Expense ratio1.84%
CategoryHybrid
Min Investment100
Min SIP100
Launch Date2000-01-14

Asset Allocation

Holdings As On - 20 May 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Hdfc Bank
333.46
5.63%

Icici Bank
333.20
5.62%

Reliance Industries
323.27
5.46%

7.1% Govt Stock 2034
314.81
5.31%

Bharti Airtel
195.03
3.29%

Treps
172.99
2.92%

State Bank Of India
166.80
2.82%

Axis Bank
139.08
2.35%

Kotak Mahindra Bank
131.63
2.22%

Infosys
128.80
2.17%

Peer Comparison

Fund Name
UTI Aggressive Hybrid Fund Regular Plan Growth13.54%
Kotak Equity Hybrid Regular Growth11.12%
Sundaram Aggressive Hybrid Fund Growth11.5%
HSBC Aggressive Hybrid Fund Growth6.76%
Tata Hybrid Equity Fund Regular Growth7.46%

Risk & Volitility

Alpha -2.98%
Beta 1.07
Sharpe Ratio0.62
Std Deviation 10.60%
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 5618.99 crores & has delivered CAGR of 19.86% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.84%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Reliance Industries & 7.1% Govt Stock 2034.

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

Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Kotak Equity Hybrid Regular Growth, Sundaram Aggressive Hybrid Fund Growth, HSBC Aggressive Hybrid Fund Growth, Tata Hybrid Equity Fund Regular Growth. Sundaram Aggressive Hybrid Fund Growth has a sharpe ratio of 0.62 & a standard deviation of 10.60%.