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Sundaram Aggressive Hybrid Fund - Direct Plan

The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Suitability

This product is suitable for investors who are seeking

• Income and Long term Capital Growth

• Investment in equity & equity related securities, debt money market securities as well as derivatives.

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	1.02%
Min subscription	₹ 300

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,106
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 300

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	15.28%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	12.42%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	20.69%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	13.83%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	15.95%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	15.22%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	8.9%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	12.47%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	12.42%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	20.69%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	15.81%
DSP Equity & Bond Fund - Direct Plan	1000	1000	13.79%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	6
Reliance Industries Ltd	Equity	5
HDFC Bank Ltd	Equity	5
Infosys Ltd	Equity	5
Sun Pharmaceuticals Industries Ltd	Equity	3
Bharti Airtel Ltd	Equity	3
Housing Development Finance Corp Ltd	Equity	3
Larsen & Toubro Ltd	Equity	3
State Bank of India	Equity	2
6.69% Govt Stock 2024	Bond - Gov't Treasury	2

Asset Allocation(%)

Asset	Percent
Equity	76
Bond - Corporate Bond	7
Bond - Gov't Treasury	7
Cash - CD Time Deposit	5
Cash - Repurchase Agreement	2

Sector Allocation(%)

Sector	Percent
Financial Services	29
Consumer Cyclical	8
Consumer Defensive	8
Bond - Corporate Bond	7
Technology	7

Fund Manager

Dwijendra Srivastava

0+ years of experience

Ravi Gopalakrishnan

0+ years of experience

S. Bharath

0+ years of experience

Sandeep Agarwal

0+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m