July 28, 2023
mayank
Sundaram Aggressive Hybrid Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 138.0367
NAV IDCW Monthly: Rs 39.0622
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Fund Manager:
1) Ravi Gopalakrishnan
Education: Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group, USA, and Sun F & C Asset Management Ltd.
2) S Bharath
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
3) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
4) Sandeep Agarwal
Education: Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Sundaram Aggressive Hybrid Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 12.29% |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| Riskometer | High |
| Type | Open-ended |
| Assets | Rs 3,307 Cr |
| (As on 30-Jun-2023) | |
| Expense | 0.76% |
| (As on 30-Jun-2023) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 61.00% |
Sundaram Aggressive Hybrid Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Agrssv Hybrid Dir | 7.27 | -0.07 | 3.85 | 9.50 | 10.57 | 16.10 | 19.53 | 11.69 | 12.56 | 13.58 |
| VR Balanced TRI | 8.69 | -0.52 | 4.07 | 9.22 | 11.34 | 17.84 | 19.50 | 12.10 | 12.67 | 12.98 |
| Hybrid: Aggressive Hybrid | 10.67 | -0.16 | 3.94 | 10.68 | 13.37 | 18.30 | 20.30 | 12.20 | 12.49 | 15.02 |
| Rank within category | 41 | 12 | 26 | 34 | 41 | 34 | 22 | 18 | 12 | 18 |
| Number of funds in category | 46 | 46 | 46 | 46 | 46 | 45 | 42 | 34 | 27 | 21 |
Sundaram Aggressive Hybrid Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Agrssv Hybrid Dir | 3 star | 16.10 | 19.53 | 11.69 | 0.76 | 3,307 | 12.29 | 1.00 (365) | 10Y 6M | 61.00 |
| ICICI Pru Eqt & Debt Dir | 5 star | 23.18 | 29.77 | 17.03 | 1.13 | 23,711 | 16.99 | 1.00 (365) | 10Y 6M | 30.00 |
| HDFC Hybrid Eqt Dir | 4 star | 21.28 | 23.41 | 13.50 | 1.08 | 20,463 | 15.52 | 1.00 (365) | 10Y 6M | 30.41 |
| Canara Robeco Eqt Hybrid Dir | 4 star | 16.69 | 18.83 | 13.51 | 0.60 | 8,896 | 14.50 | 1.00 (365) | 10Y 6M | 17.00 |
| Mirae Asset Hybrid Eqt Dir | 4 star | 17.87 | 19.70 | 13.70 | 0.41 | 7,573 | 13.77 | 1.00 (365) | 7Y 11M | 62.00 |
Portfolio Analysis of Sundaram Aggressive Hybrid Fund
| No. of Stocks | 67 |
| Top 10 Holdings | 34.42% |
| Top 5 Stocks | 21.56% |
| Top 3 Sectors | 38.56% |
| Portfolio P/B Ratio | 3.58 |
| Portfolio P/E Ratio | 25.38 |
| Avg Credit Rating | AAA |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,08,958 | 1,54,422 |
| Giant (%) | 62.09 | 55.79 |
| Large (%) | 21.57 | 16.09 |
| Mid (%) | 14.30 | 21.82 |
| Small (%) | 2.05 | 8.03 |
| Tiny (%) | — | 0.05 |
| Fund | Category | |
| Number of Securities | 111 | 62 |
| Macaulay Duration (yrs) | 3.79 | 2.72 |
| Average Maturity (yrs) | 5.27 | 4.07 |
| Yield to Maturity (%) | 7.40 | 7.39 |
| Avg Credit Rating | AAA | — |
Chanakya’s Mutual Fund Guidance For Sundaram Aggressive Hybrid Fund
Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
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