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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on Nov-24-2023

Sundaram Aggressive Hybrid Fund(G)-Direct Plan

Top 10 Holdings
Company
(%)
HDFC Bank Ltd.
5.27
ICICI Bank Ltd.
4.52
Reliance Industries Ltd.
4.15
Infosys Ltd.
3.14
Larsen & Toubro Ltd.
2.56
Bharti Airtel Ltd.
2.51
Sun Pharmaceutical Industries Ltd.
1.95
State Bank Of India
1.78
Kalyan Jewellers India Ltd.
1.68
Axis Bank Ltd.
1.60
Credit Ratings – Quality
Rating
(%)
LARGE
69.81
MID
NA
Others
30.19
SMALL
NA
Asset Allocation
Instrument Holdings
Instruments %
Domestic Equities69.78
Corporate Debt12.70
Government Securities9.11
Cash & Cash Equivalents and Net Assets5.71
Certificate of Deposit1.36

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 23/03/20
to 23/03/21
68.26NA
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 22/03/19
to 23/03/20
-25.14NA
Ratios
Standard Deviation[%] 8.32
Sharpe Ratio [%] 0.31
Average Maturity 4.45 years
Modified Duration 3.02
YTM 7.42
Riskometer
high risk

Investors understand that their principal will be at high risk

Fund Details
Category
Aggressive Hybrid Fund
Inception Date (Regular Plan)
14-Jan-00
Inception Date (Direct Plan)
01-Jan-13
Expense Ratio (Direct Plan) %
0.74
Expense Ratio (Regular Plan) %
1.91
Investing Style
Large Growth
Fund Manager
S. Bharath,Ravi Gopalakrishnan,Sandeep Agarwal
Scheme Benchmark
NIFTY 50 - TRI
AUM (Rs. in Cr.)
3,641.70
Fund Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities

Growth Chart of the Scheme
Sundaram Aggressive Hybrid Fund(G)-Direct Plan

Performance Comparison with similar Schemes and Benchmark