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Sundaram Aggressive Hybrid Fund Monthly IDCW P INF173K01CI4

NAV / 1-Day Return
27.82 / -0.68%
Total Assets
64.3 Bil
Inception Date
Jan 14, 2000
Expense Ratio
1.790%
Fee Level
Load
Multiple
Category
India Fund Aggressive Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
High/Moderate
Status
Open
TTM Yield
10.57%
Turnover
61.77%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
3.05
10.16
36.27
-2.56
0.70
16.97
25.30
2.88
16.66
17.00
1.67
Category
N/A
N/A
N/A
-3.25
7.81
14.35
26.00
2.52
20.70
17.58
2.82
Index
3.10
8.24
23.64
2.83
10.66
17.98
19.74
4.80
18.39
12.81
4.62
Quartile Rank
Quartile Rank is third
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Percentile Rank
57
22
8
47
90
27
41
50
78
50
73
# of Invest. in Cat.
207
283
309
289
277
271
269
252
Category Name
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation
IN043 India Fund Aggressive Allocation


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 67.31 3.64 70.96 74.46
Fixed Income 20.67 0.00 20.67 19.57
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00
Cash 12.01 0.10 12.11 5.66
Other 0.01 0.00 0.01 0.52

Stock Style

People

Inception Date
Jan 14, 2000
Number of Managers
4
Longest Tenure
3.5 Years
Average Tenure
2.8 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Jan 01, 2022 –Present
Jan 01, 2022 –Present
Jan 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
69 29
Bond Holding
46 0
Other Holding
7 0
Total Holding
122 29
Equity Holdings
69
Bond Holdings
46
Other Holdings
7
Total Holdings
122
% Assets in Top 10 Holdings
38
Reported Turnover %
61.77
As of 03 / 31 / 24
Women Directors %
20
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Jun 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
7.27 Oct 31, 2008 4,673,698,647
INR Indian Rupee
25.67 Financial Services
5.36 Feb 28, 2007 3,444,777,360
INR Indian Rupee
-6.41 Energy
5.32 Oct 31, 2009 3,419,721,824
INR Indian Rupee
24.14 20.58 Financial Services
3.39 Nov 30, 2018 2,176,919,296
INR Indian Rupee
35.38 Communication Services
2.86 Oct 31, 2011 1,836,361,678
INR Indian Rupee
-3.07 Financial Services
2.35 May 31, 2024 1,510,146,798
INR Indian Rupee
19.83 Financial Services
2.27 Sep 30, 2017 1,456,092,263
INR Indian Rupee
-14.58 22.17 Narrow Technology
2.19 Sep 30, 2017 1,407,433,885
INR Indian Rupee
-7.44 Financial Services
1.90 May 31, 2022 1,223,622,080
INR Indian Rupee
16.37 27.10 Consumer Cyclical
1.78 Mar 31, 2013 1,141,854,600
INR Indian Rupee
-3.93 Industrials
Holdings as of Jun 30, 2025 | The top 100 largest holdings are available for display across Equity, Bond and Other.


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