Investment type
Sundaram Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Large Cap category, managed by Nippon India Mutual Fund. It was launched on January 1, 2013, and has been active for over 12 years. As of June 30, 2024, the fund manages assets worth ₹35,700 Crores, placing it as a medium-sized fund in its category. The expense ratio is 0.66%, which is relatively lower compared to many other Balanced Mutual Funds.
This fund generated returns of 12.46% in the last 1 year. Since its inception, it has provided an average annual return of 16.21%. Historically, it has doubled the invested capital approximately 4 years.
The fund stands out for its consistent ability to generate returns, outperforming most of its peers in this category. It also shows a strong capability to limit losses during market downturns, offering better downside protection compared to many other funds.
The fund's investments are mainly concentrated in sectors like Financials, Energy, Technology, Consumer Staples, and Services. However, compared to other Balanced Mutual Funds, it has a slightly lower exposure to the Financial and Energy sectors.
The top five holdings in this fund include prominent companies such as HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., ITC Ltd., and Infosys Ltd.
Nippon India Large Cap Fund seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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