Sundaram Aggressive Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV as on 20-12-2024
₹ 178.12
1D
Inception Returns
21.5%
/yr
About Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, S. Bharath, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Aggressive Hybrid Fund Direct Growth has ₹5469 Cr worth of assets under management (AUM) as on Nov 2024 and is less than category average.
- The fund has an expense ratio 0.7.
Returns
Sundaram Aggressive Hybrid Fund Direct Growth has given a CAGR return of 21.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 19.72%, 14.43% and 16.57% respectively.
Holdings
Sundaram Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Consumer Cyclical, Cash Equivalent, Industrial, Tech, Health, Energy, Consumer Defensive, Basic Materials, Communication, Utilities.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Sundaram Aggressive Hybrid Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Aggressive Hybrid Fund Direct Growth has no lock in period.
Historical NAV & Returns
Sundaram Aggressive Hybrid Fund Direct Growth Overview
| Expense ratio | 0.71% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹5469 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 61.77% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   High Risk |
Trailing Returns
as on (20-Dec-24)
Fund Distribution
as on (30-Nov-24)
- AUM of the fund stands at 5.5K Cr as of Nov'24
- AUM increased by 110.9 Cr between Nov'24 and Oct'24
Top 3 Sectors in November were Government, Corporate & Financial Services
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 4.27% | 0% | |
 ICICI Bank Ltd | 4.04% | 0% | |
 Reliance Industries Ltd | 3.53% | -2.4% | |
 Infosys Ltd | 3.16% | 5.7% | |
 Bharti Airtel Ltd | 2.98% | 0% |
Mutual Fund Insights
Sundaram Aggressive Hybrid Fund Direct Growth Highlights
High Risk
About the fund
Fund Allocations
AUM size ₹5469 Cr
Expense Ratio 0.71%
Frequently Asked Questions for Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.02% | 1.02% |
6 Month Returns | 4.11% | 4.11% |
1 Year Returns | 19.72% | 19.72% |
3 Years Returns | 49.82% | 14.43% |
5 Years Returns | 115.28% | 16.57% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 93.5 |
AA | 5.1 |