• 1 Year Returns: -3.74%
• 3 Year Returns: 5.49%
• 5 Year Returns: 8.80%

• Private Banks | 17.95%
• G-Sec | 8.89%
• Public Banks | 7.29%
• Oil & Gas - Refining & Marketing | 6.75%
• Specialized Finance | 6.66%

• HDFC Bank Ltd | 7.27%
• Reliance Industries Ltd | 5.36%
• ICICI Bank Ltd | 5.32%
• 7.10% Central Government Securities 08/04/2034 | 4.88%
• Bharti Airtel Ltd | 3.39%

• Equity | 70.96%
• Corporate Debt | 11.43%
• Government Securities | 8.89%
• Cash & Equivalents | 5.06%
• Mutual Funds | 3.59%

The alpha ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 0.20

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 10.42

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 0.25

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 0.03

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.