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Sundaram Aggressive Hybrid Fund

Growth
162.500.57% (+0.93)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OverviewPeersPortfolioFund ManagerOpinions

Asset Allocation

Actual

Target

Jun 2023

Sep 2023

Dec 2023

Mar 2024

ACTUAL
+4 moreRightsCash & EquivalentsGovernment SecuritiesCorporate DebtEquity1.09%0.96%3.38%10.10%13.08%71.39%

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Distribution

+34 moreIT Services & ConsultingOil & Gas - Refining & MarketingPublic BanksG-SecPrivate Banks56.45 %5.93 %7.16 %8.63 %10.10 %11.72 %

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Weightage

Dec 22Mar 23Jun 23Sep 23Dec 23Mar 2417.54%14.51%13.98%16.69%14.45%11.72%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Reliance Industries Ltd
    RELIANCE
    3M change : 1.01 %

    Holdings

    5.19 %

    1.01 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -1.21 %

    Holdings

    4.25 %

    -1.21 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.09 %

    Holdings

    4.19 %

    -0.09 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.24 %

    Holdings

    2.77 %

    0.24 %
  • Infosys Ltd
    INFY
    3M change : -0.33 %

    Holdings

    2.77 %

    -0.33 %
  • Larsen and Toubro Ltd
    LT
    3M change : -0.05 %

    Holdings

    2.70 %

    -0.05 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 0.58 %

    Holdings

    2.42 %

    0.58 %
  • Sun Pharmaceutical Industries Ltd
    SUNPHARMA
    3M change : 0.30 %

    Holdings

    2.28 %

    0.30 %
  • State Bank of India
    SBIN
    3M change : 0.12 %

    Holdings

    1.70 %

    0.12 %
  • Axis Bank Ltd
    AXISBANK
    3M change : -0.03 %

    Holdings

    1.53 %

    -0.03 %
  • NTPC Ltd
    NTPC
    3M change : -0.09 %

    Holdings

    1.51 %

    -0.09 %
  • Varun Beverages Ltd
    VBL
    3M change : 0.04 %

    Holdings

    1.48 %

    0.04 %
  • Tube Investments of India Ltd
    TIINDIA
    3M change : 0.11 %

    Holdings

    1.43 %

    0.11 %
  • Shriram Finance Ltd
    SHRIRAMFIN
    3M change : 0.07 %

    Holdings

    1.38 %

    0.07 %
  • HCL Technologies Ltd
    HCLTECH
    3M change : -0.04 %

    Holdings

    1.23 %

    -0.04 %
  • United Spirits Ltd
    MCDOWELL-N
    3M change : -0.16 %

    Holdings

    1.21 %

    -0.16 %
  • Zydus Lifesciences Ltd
    ZYDUSLIFE
    3M change : 0.28 %

    Holdings

    1.12 %

    0.28 %
  • Tata Consultancy Services Ltd
    TCS
    3M change : -0.07 %

    Holdings

    1.04 %

    -0.07 %
  • Bajaj Auto Ltd
    BAJAJ-AUTO
    3M change : 0.17 %

    Holdings

    1.01 %

    0.17 %
  • Indusind Bank Ltd
    INDUSINDBK
    3M change : -0.21 %

    Holdings

    0.97 %

    -0.21 %
  • UNO Minda Ltd
    UNOMINDA
    3M change : 0.52 %

    Holdings

    0.94 %

    0.52 %
  • Union Bank of India Ltd
    UNIONBANK
    3M change : 0.15 %

    Holdings

    0.93 %

    0.15 %
  • Indian Bank
    INDIANB
    3M change : 0.28 %

    Holdings

    0.93 %

    0.28 %
  • Bajaj Finserv Ltd
    BAJAJFINSV
    3M change : -0.22 %

    Holdings

    0.93 %

    -0.22 %
  • SBI Life Insurance Company Ltd
    SBILIFE
    3M change : -0.09 %

    Holdings

    0.88 %

    -0.09 %
  • UltraTech Cement Ltd
    ULTRACEMCO
    3M change : -0.15 %

    Holdings

    0.88 %

    -0.15 %
  • Coromandel International Ltd
    COROMANDEL
    3M change : -0.22 %

    Holdings

    0.87 %

    -0.22 %
  • Maruti Suzuki India Ltd
    MARUTI
    3M change : 0.09 %

    Holdings

    0.85 %

    0.09 %
  • Cummins India Ltd
    CUMMINSIND
    3M change : 0.24 %

    Holdings

    0.85 %

    0.24 %
  • Tata Consumer Products Ltd
    TATACONSUM
    3M change : -0.07 %

    Holdings

    0.84 %

    -0.07 %
  • Gail (India) Ltd
    GAIL
    3M change : 0.02 %

    Holdings

    0.82 %

    0.02 %
  • Westlife Foodworld Ltd
    WESTLIFE
    3M change : -0.09 %

    Holdings

    0.82 %

    -0.09 %
  • ITC Ltd
    ITC
    3M change : -0.04 %

    Holdings

    0.81 %

    -0.04 %
  • Grasim Industries Ltd
    GRASIM
    3M change : 0.81 %

    Holdings

    0.81 %

    0.81 %
  • Computer Age Management Services Ltd
    CAMS
    3M change : 0.04 %

    Holdings

    0.79 %

    0.04 %
  • CEAT Ltd
    CEATLTD
    3M change : 0.73 %

    Holdings

    0.73 %

    0.73 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : -0.03 %

    Holdings

    0.71 %

    -0.03 %
  • Home First Finance Company India Ltd
    HOMEFIRST
    3M change : -0.32 %

    Holdings

    0.71 %

    -0.32 %
  • Bharat Petroleum Corporation Ltd
    BPCL
    3M change : 0.71 %

    Holdings

    0.71 %

    0.71 %
  • ICICI Prudential Life Insurance Company Ltd
    ICICIPRULI
    3M change : 0.27 %

    Holdings

    0.69 %

    0.27 %
  • Voltas Ltd
    VOLTAS
    3M change : 0.12 %

    Holdings

    0.68 %

    0.12 %
  • Delhivery Ltd
    DELHIVERY
    3M change : 0.08 %

    Holdings

    0.68 %

    0.08 %
  • Canara Bank Ltd
    CANBK
    3M change : 0.12 %

    Holdings

    0.64 %

    0.12 %
  • Tata Steel Ltd
    TATASTEEL
    3M change : 0.02 %

    Holdings

    0.63 %

    0.02 %
  • Schaeffler India Ltd
    SCHAEFFLER
    3M change : -0.17 %

    Holdings

    0.61 %

    -0.17 %
  • Alkem Laboratories Ltd
    ALKEM
    3M change : 0.01 %

    Holdings

    0.60 %

    0.01 %
  • Dr Reddy's Laboratories Ltd
    DRREDDY
    3M change : 0.58 %

    Holdings

    0.58 %

    0.58 %
  • Finolex Industries Ltd
    FINPIPE
    3M change : 0.04 %

    Holdings

    0.56 %

    0.04 %
  • Dalmia Bharat Ltd
    DALBHARAT
    3M change : -0.23 %

    Holdings

    0.55 %

    -0.23 %
  • Zomato Ltd
    ZOMATO
    3M change : 0.14 %

    Holdings

    0.55 %

    0.14 %
  • Cipla Ltd
    CIPLA
    3M change : -0.06 %

    Holdings

    0.54 %

    -0.06 %
  • Sona BLW Precision Forgings Ltd
    SONACOMS
    3M change : 0.04 %

    Holdings

    0.51 %

    0.04 %
  • Avenue Supermarts Ltd
    DMART
    3M change : 0.01 %

    Holdings

    0.51 %

    0.01 %
  • Fortis Healthcare Ltd
    FORTIS
    3M change : -0.04 %

    Holdings

    0.50 %

    -0.04 %
  • Hatsun Agro Product Ltd
    HATSUN
    3M change : -0.11 %

    Holdings

    0.49 %

    -0.11 %
  • Polycab India Ltd
    POLYCAB
    3M change : -0.08 %

    Holdings

    0.43 %

    -0.08 %
  • Devyani International Ltd
    DEVYANI
    3M change : 0.42 %

    Holdings

    0.42 %

    0.42 %
  • Grindwell Norton Ltd
    GRINDWELL
    3M change : 0.19 %

    Holdings

    0.42 %

    0.19 %
  • Cholamandalam Financial Holdings Ltd
    CHOLAHLDNG
    3M change : -0.01 %

    Holdings

    0.40 %

    -0.01 %
  • Indian Hotels Company Ltd
    INDHOTEL
    3M change : 0.08 %

    Holdings

    0.40 %

    0.08 %
  • Info Edge (India) Ltd
    NAUKRI
    3M change : -0.00 %

    Holdings

    0.36 %

    -0.00 %
  • Niit Learning Systems Ltd
    NIITMTS
    3M change : 0.00 %

    Holdings

    0.33 %

    0.00 %
  • Lupin Ltd
    LUPIN
    3M change : 0.03 %

    Holdings

    0.31 %

    0.03 %
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : -0.01 %

    Holdings

    0.30 %

    -0.01 %
  • Adani Ports and Special Economic Zone Ltd
    ADANIPORTS
    3M change : 0.05 %

    Holdings

    0.29 %

    0.05 %
  • TVS Supply Chain Solutions Ltd
    TVSSCS
    3M change : -0.08 %

    Holdings

    0.21 %

    -0.08 %
  • Tech Mahindra Ltd
    TECHM
    3M change : -0.03 %

    Holdings

    0.20 %

    -0.03 %
  • Sundaram Clayton Ltd
    SUNCLAY
    3M change : -0.00 %

    Holdings

    0.02 %

    -0.00 %
  • Chennai Super Kings Ltd @
    3M change : -0.00 %

    Holdings

    0.00 %

    -0.00 %
  • Jubilant Foodworks Ltd
    JUBLFOOD
    3M change : -0.35 %

    Holdings

    0.00 %

    -0.35 %
  • Eicher Motors Ltd
    EICHERMOT
    3M change : -0.67 %

    Holdings

    0.00 %

    -0.67 %
  • Kotak Mahindra Bank Ltd
    KOTAKBANK
    3M change : -0.51 %

    Holdings

    0.00 %

    -0.51 %
  • Marico Ltd
    MARICO
    3M change : -0.27 %

    Holdings

    0.00 %

    -0.27 %
  • Hindustan Unilever Ltd
    HINDUNILVR
    3M change : -0.65 %

    Holdings

    0.00 %

    -0.65 %
  • Jindal Steel And Power Ltd
    JINDALSTEL
    3M change : -0.35 %

    Holdings

    0.00 %

    -0.35 %
  • Asian Paints Ltd
    ASIANPAINT
    3M change : -0.33 %

    Holdings

    0.00 %

    -0.33 %
  • PI Industries Ltd
    PIIND
    3M change : -0.54 %

    Holdings

    0.00 %

    -0.54 %
  • Tata Motors Ltd
    TATAMOTORS
    3M change : -0.64 %

    Holdings

    0.00 %

    -0.64 %
  • Ashok Leyland Ltd
    ASHOKLEY
    3M change : -0.60 %

    Holdings

    0.00 %

    -0.60 %
  • LTIMindtree Ltd
    LTIM
    3M change : -0.40 %

    Holdings

    0.00 %

    -0.40 %
  • Vedant Fashions Ltd
    MANYAVAR
    3M change : -0.24 %

    Holdings

    0.00 %

    -0.24 %
  • TVS Motor Company Ltd
    TVSMOTOR
    3M change : -0.35 %

    Holdings

    0.00 %

    -0.35 %