What is the current price / NAV of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The current NAV of Sundaram Aggressive Hybrid Fund(M-IDCW) is ₹42.45, as of 17th April 2025.What are the returns of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The Sundaram Aggressive Hybrid Fund(M-IDCW) was launched on 1st January 2013. This mutual fund's past returns are as follows:- 1 Year Returns: 0.44%
- 3 Year Returns: 1.92%
- 5 Year Returns: 10.48%
What are the top 5 sectoral holdings of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The top sectors Sundaram Aggressive Hybrid Fund(M-IDCW) has invested in are as follows:- Private Banks | 15.79%
- G-Sec | 10.51%
- Public Banks | 8.02%
- IT Services & Consulting | 6.95%
- Oil & Gas - Refining & Marketing | 6.28%
What are the top 5 holdings of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The top 5 holdings for Sundaram Aggressive Hybrid Fund(M-IDCW) are as follows:- HDFC Bank Ltd | 5.79%
- 7.10% Central Government Securities 08/04/2034 | 5.51%
- ICICI Bank Ltd | 4.74%
- Reliance Industries Ltd | 4.73%
- Sundaram Money Market Fund-Direct Plan - Growth* | 3.62%
What is the asset allocation of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The asset allocation for Sundaram Aggressive Hybrid Fund(M-IDCW) is as follows:- Equity | 72.11%
- Corporate Debt | 12.25%
- Government Securities | 10.51%
- Mutual Funds | 3.62%
- Cash & Equivalents | 1.00%
What is the AUM of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The AUM (i.e. assets under management) of Sundaram Aggressive Hybrid Fund(M-IDCW) is ₹5618.99 Cr as of 17th April 2025.What is the expense ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The expense ratio of Sundaram Aggressive Hybrid Fund(M-IDCW) Plan is 0.80 as of 17th April 2025.What is the alpha ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The alpha ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 0.93
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.
What is the volatility or standard deviation of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The volatility or standard deviation for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 11.64
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.
What is the sharpe ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The Sharpe ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 0.62
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.
What is the Sortino ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The Sortino Ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 0.06
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.
What is the Price to Earnings (PE) ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The PE ratio of Sundaram Aggressive Hybrid Fund(M-IDCW) is 35.47, while category PE ratio is 41.42.
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Sundaram Aggressive Hybrid Fund(M-IDCW) Direct IDCW
IDCW
HybridAggressive Hybrid Fund
Large-size FundAssets Under Mgmt: ₹ 5,618 Cr
High RiskPrinciple investment will be at high risk
42.451.18% (+0.50)
Sundaram Aggressive Hybrid Fund(M-IDCW) NAV Price Chart
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HybridAggressive Hybrid Fund
Large-size FundAssets Under Mgmt: ₹ 5,618 Cr
High RiskPrinciple investment will be at high risk
Sundaram Aggressive Hybrid Fund(M-IDCW) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.80 | 35.47 | 0.62 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 41.42 | 0.48 |
Sundaram Aggressive Hybrid Fund(M-IDCW) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Sundaram Aggressive Hybrid Fund(M-IDCW) Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund(M-IDCW) | 0.44% | 1.92% | 7.52% |
| SBI Equity Hybrid Fund(IDCW-Payout) | 14.16% | 12.38% | 11.01% |
| ICICI Pru Equity & Debt Fund(H-IDCW) | 3.56% | 9.54% | 10.73% |
| HDFC Hybrid Equity Fund(IDCW) | 4.40% | 6.30% | 2.94% |
Sundaram Aggressive Hybrid Fund(M-IDCW) Returns Comparison
Compare Sundaram Aggressive Hybrid Fund(M-IDCW) with any MF, ETF, stock or indexCompare Sundaram Aggressive Hybrid Fund(M-IDCW) with any MF, ETF, stock or index
Sundaram Aggressive Hybrid Fund(M-IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeSundaram Aggressive Hybrid Fund(M-IDCW) Asset Allocation
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Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Distribution
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Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Sundaram Aggressive Hybrid Fund(M-IDCW) Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
5.79 %
1.63 %Holdings
4.74 %
0.74 %Holdings
4.73 %
1.28 %
AMC Profile of Sundaram Aggressive Hybrid Fund(M-IDCW)
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
39
Total AUM
₹ 64,005.89 Cr.
Sundaram Aggressive Hybrid Fund(M-IDCW) Fund Manager Profile
S. Bharath
AUM: ₹36,498.92 Cr.
|
Exp: 7.11yrs
Clyton Richard Fernandes
AUM: ₹9,594.17 Cr.
|
Exp: 18yrs
Sandeep Agarwal
AUM: ₹20,338.57 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹25,052.09 Cr.
|
Exp: 13.2yrs
Sundaram Aggressive Hybrid Fund(M-IDCW) Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund(M-IDCW) Tax Implications
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Sundaram Aggressive Hybrid Fund(M-IDCW) Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%