Sundaram Aggressive Hybrid Fund-Growth
Hybrid
Aggressive Hybrid
₹-0.37% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹8485 Cr
- Created on5 Jan 2000
Fund Ranking
#29
/ 39 in Aggressive Hybrid
Risk Level
High
Returns
Trailing Return
Rolling Return
- 6 Month-7.2%
- 1 Year-3.3%
- 3 Year (CAGR)9.6%
- All Time (CAGR)10.2%
Category Return
- 6 Month-3.8%
- 1 Year-0.2%
- 3 Year (CAGR)11.6%
- All Time (CAGR)-
Asset Allocation
- Equity70.3%
- Debt21.7%
- Real Estate1.9%
- Other6.1%
Top 5 Holdings
Top 5 Sectors
- Adani Enterprises0.02%
- Amara Raja Energy & Mobility0.96%
- Apollo Tyres0.32%
- Asian Paints-0.03%
- Bajaj Finance2.17%
Fund Information
- Expense Ratio1.96%
- Exit LoadFor units in excess of 25% of the investment,1% will be charged for redemption within 365 days
- Lock-In PeriodNo Lock-In
Managed By
Ravi Gopalakrishnan
May 2022 - Present
Dwijendra Srivastava
Jan 2022 - Present
Bharath S
Jan 2022 - Present
Sandeep Agarwal
Jan 2022 - Present
Clyton Richard Fernandes
Oct 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.38 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 11.46 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00