Home | NRI | Business Associates | Knowledge Bank | Careers | Back Office | Contact Us
MrktWatch
 
about-us our-services Trading-account ETrade MF IPO Research Fundamentals charts Market Watch News
 
Snapshot
Snapshot
Sundaram Aggressive Hybrid Fund - Direct (IDCW-M)
Select Section, which you want to view Separately
Summary
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram Aggressive Hybrid Fund - Direct (IDCW-M)
AMC : Sundaram Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 01-Jan-13
Fund Manager : S Bharath
Net Assets:(Rs. cr) 9147.19
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 3.3 % NA
Date 13-Aug-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -1.06 3.77 4.86 0.62 2.05 10.83 10.15 13.04
Category Avg 0.04 2.98 4.65 2.72 6.02 11.38 10.54 11.64
Category Best 1.52 6.27 9.70 17.06 27.29 23.41 22.69 33.27
Category Worst -1.06 -0.52 -1.43 -5.70 -7.66 0.36 3.80 0.97
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7959 3.2721 0.4414 4.3248 -0.0107
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 5.15
HDFC Bank 4.58
Bharti Airtel 3.41
Larsen & Toubro 3.39
Reliance Industr 3.24
M & M 2.72
Eternal 2.37
Kotak Mah. Bank 2.24
Coforge 1.85
Cholaman.Inv.&Fn 1.74
Bajaj Finserv 1.67
Oracle Fin.Serv. 1.60
PB Fintech. 1.58
Tata Steel 1.56
TVS Motor Co. 1.44
Vedanta Aluminiu 1.43
Fractal Analyt. 1.39
Cummins India 1.37
Amber Enterp. 1.35
Coromandel Inter 1.30
One 97 1.29
Billionbrains 1.19
Sun Pharma.Inds. 1.16
Bharat Electron 1.11
Aster DM Quality 1.01
UltraTech Cem. 1.00
Uno Minda 0.97
Delhivery 0.93
Amara Raja Ener. 0.92
CCL Products 0.90
Home First Finan 0.87
Mankind Pharma 0.85
Bajaj Auto 0.82
Multi Comm. Exc. 0.81
Mrs Bectors 0.80
Granules India 0.79
Interglobe Aviat 0.78
CRISIL 0.77
HDFC AMC 0.72
Alkem Lab 0.71
Affle 3i 0.71
MTAR Technologie 0.71
J K Cements 0.70
Force Motors 0.69
Poonawalla Fin 0.68
Prudent Corp. 0.67
Indegene 0.58
GAIL (India) 0.48
TD Power Systems 0.39
Tata Consumer 0.38
Elecon Engg.Co 0.38
Ashok Leyland 0.37
C S K Ltd 0.00
N A B A R D 3.52
S I D B I 1.20
Power Fin.Corpn. 1.16
LIC Housing Fin. 0.60
Bharti Telecom 0.54
REC Ltd 0.49
Bajaj Finance 0.49
I R F C 0.48
Cholaman.Inv.&Fn 0.44
Muthoot Finance 0.44
HDFC Bank 0.27
SBI 0.27
PNB Housing 0.26
H U D C O 0.22
Can Fin Homes 0.11
HDB FINANC SER 0.11
GSEC2035 6.48 3.09
Gsec2039 0.56
GSEC2036 0.44
GSEC2037 0.34
GSEC2029 0.28
GSEC2034 0.28
GSEC2053 0.27
GSEC2064 0.26
GSEC2031 0.17
Karnataka 2035 0.11
TREPS 2.70
Net CA & Others 3.25
Sundaram Money Fund - Direct (G) 1.10
N A B A R D 1.31
Punjab Natl.Bank 1.07
S I D B I 0.26
Bank of Baroda 0.16
Union Bank (I) 0.16
Embassy Off.REIT 1.22
Brookfield India 0.64
Altius Telecom 1.01
Cholaman.Inv.&Fn 0.23
 < Back Top
BSE Disclaimer     |     Disclaimer     |     Privacy Statement     |     Terms of Use     |     Feedback     |    Sitemap     |    Downloads    |     Client Bank Details
Useful Links   | Risk Disclosure   | Rules and Regulations   |   Investor Charter / Complaints   |   Smart ODR   |   Scores   |   ODR Circular   |   Attention Investors   | Audit Compliance Report   | RA – Annual Compliance Audit Report 2024-25   | UPI IDs for Payment

SEBI Saa₹thi Mobile App/SEBI Investor Website  

SSJ FINANCE & SECURITIES PRIVATE LIMITED:
1st Floor, Merchant Chamber, Opp. Patkar Hall, 41, New Marine Lines, Mumbai – 400 020
SEBI Regn. Number: INZ000178436 | CDSL: IN-DP-109-2015 | ARN: 40860 | CIN: U67120MH1996PTC104822
SSJ COMMODITIES PRIVATE LIMITED:
SEBI Regn. Number: INZ000013439 | CIN: U51909MH2003PTC140481|Research Analyst SEBI Reg. No.INH000001527
2006-07 © SSJ Finance & Securities Pvt. Ltd. All Rights Reserved Designed, Developed & Maintained By
C-MOTS InfoTech(ISO 9001:2015 & ISO/IEC 27001:2022 Certified)
Content powered by Capital Market Charts are powered by TradingView