Sundaram Aggressive Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.0%
Sharpe Ratio-0.02
Beta1.15
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.27%
Reliance Industries LtdEnergy & Infra5.36%
ICICI Bank LtdFinancial Services5.32%
7.1% Govt Stock 2034Utilities4.88%
Cash Offset For DerivativesUtilities3.64%
Bharti Airtel LtdServices3.39%
TrepsUtilities3.10%
State Bank of IndiaFinancial Services2.86%
Kotak Mahindra Bank LtdFinancial Services2.35%
Infosys LtdTechnology2.27%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.79%
Regulatory & Tax Information
INF173K01CK0
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)