Sundaram Aggressive Hybrid Fund-Growth
Hybrid
Aggressive Hybrid
₹-0.36% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
2 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹9148 Cr
- Created on5 Jan 2000
Fund Ranking
#31
/ 39 in Aggressive Hybrid
Risk Level
High
High
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Returns
Trailing Return
Rolling Return
- 6 Month1.1%
- 1 Year1.5%
- 3 Year (CAGR)9.0%
- All Time (CAGR)10.3%
Category Return
- 6 Month3.4%
- 1 Year3.8%
- 3 Year (CAGR)10.8%
- All Time (CAGR)13.4%
Asset Allocation
- Equity70.5%
- Debt20.6%
- Real Estate2.9%
- Other6.0%
Top 5 Holdings
Top 5 Sectors
- Amara Raja Energy & Mobility0.92%
- Ashok Leyland0.37%
- Bajaj Finance0.16%
- Bajaj Finance0.33%
- Force Motors0.69%
Fund Information
- Expense Ratio2.16%
- 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
Kumaresh Ramakrishnan
June 2026 - Present
Shalav Saket
June 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.37 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 11.32 - 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