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| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -3.68% | -1.68% | -0.08% | -2.45% | -5.5% | -4.5% | 9.07% | 13.63% | 10.25% | 11.42% | 11.87% |
| Category returns | -2.76% | -3.39% | -1.17% | -2.16% | -3.47% | -0.49% | 8.89% | 10.15% | 7.53% | 10.4% | N/A |
| Absolute returns | -3.68% | -1.68% | -0.08% | -2.45% | -5.5% | -8.82% | 29.79% | 66.78% | 62.95% | 194.87% | 3353.51% |
| Rank within category | 26/30 | 5/30 | 7/29 | 13/29 | 21/29 | 29/29 | 12/29 | 2/29 | 3/29 | 5/21 | N/A |
| Aggressive Hybrid Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 3.04% | 18.48% | 1.66% | -8.11% | 30.48% | 22.94% | 8.05% | 33.85% | 26.99% | -3.13% | -3.21% |
| Q1 returns | -1.76% | 8.51% | -2.44% | 3.32% | -21.82% | 6.57% | -0.33% | -2.38% | 8.66% | -8.45% | -11.8% |
| Q2 returns | 5.57% | 2.89% | 2.65% | -10.23% | 12.37% | 8.18% | -6.16% | 11.1% | 15.82% | 8.63% | 9.39% |
| Q3 returns | 2.53% | 2.08% | 1.28% | -6.03% | 22.87% | 10.86% | 8.06% | 10.88% | 4.84% | -3.55% | 1.28% |
| Q4 returns | -3.1% | 3.96% | 0.23% | 5.44% | 20.88% | -3.8% | 6.92% | 11.3% | -3.75% | 1% | -0.95% |
1% on or before 60D, Nil after 60D
| Alpha | 0.148073 |
| Beta | 1.2591 |
| Sharpe Ratio | 0.103106 |
| Sortino Ratio | 0.191671 |
| R-Squared | 0.7808 |
| Tracking Error | 1.872 |
| Downside Risk | 19.1935 |
| Std. Deviation (Annualised) | 12.9629 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Aggressive Hybrid Fund - Regular Plan - Growth | -3.72% | -0.1% | 5.14% | 11.19% | 9.99% | 14.08% | 11.8% | 14.47% | 14.95% | 2,195.61 | 2.25 | 0.19 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | -2.25% | -2.03% | 1.6% | 1.74% | 0.67% | 12.1% | 8.65% | N/A | 10.69% | 2,663.00 | 2.25 | 0.17 | Very High |
| ICICI Prudential Aggressive Hybrid Fund - Growth | -2.78% | -4.67% | -3.63% | -4.02% | -4.44% | 11.28% | 11.73% | 13.8% | 14.54% | 50,706.10 | 1.61 | 0.17 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth | -3.27% | -0.86% | 3.4% | 4.14% | -0.31% | 11.16% | 8.47% | 10.18% | 11.81% | 5,651.50 | 1.96 | 0.14 | Very High |
| Quant Aggressive Hybrid Fund - Growth | -4.07% | -6.93% | 1.26% | 4.75% | 1.23% | 10.88% | 9.54% | 14.43% | 15.94% | 2,107.64 | 2.73 | 0.12 | Very High |
| SBI Aggressive Hybrid Fund - Regular Plan - IDCW | -1.92% | -3.38% | -0.9% | -0.14% | -1.79% | 10.53% | 7.76% | 10.93% | 14.53% | 86,162.80 | 1.40 | 0.14 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | -2.47% | -2.72% | -0.85% | -1.52% | -3.16% | 10.37% | 10.06% | 11.47% | 11.28% | 3,874.96 | 2.08 | 0.13 | Very High |
| Kotak Aggressive Hybrid Fund - Regular Plan - IDCW | -3.59% | -4% | -1.15% | 0.22% | -2.61% | 10.33% | 9.07% | 11.19% | 12.63% | 9,040.28 | 1.89 | 0.13 | Very High |
| Navi Aggressive Hybrid Fund - Regular Plan - Growth | -1.58% | 0.55% | 5.56% | 6.11% | 5.56% | 10.21% | 8.45% | N/A | 9.7% | 115.21 | 2.60 | 0.12 | Very High |
| JM Aggressive Hybrid Fund - Regular Plan - Growth Current | -3.68% | -1.68% | -0.08% | -2.45% | -5.5% | 9.07% | 10.25% | 11.42% | 11.87% | 653.52 | 2.69 | 0.11 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 3.80% |
| Eternal Ltd. | Retailing | Domestic Equities | 2.94% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.71% |
| 6.94% GOI 11-May-2036 | Government Securities | 2.67% | |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 2.63% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.42% |
| 6.36% GOI 16-Feb-2031 | Government Securities | 2.29% | |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 2.21% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 2.13% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 2.09% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 2.03% |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 2.00% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.95% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.94% |
| 7.9% Mahindra & Mahindra Financial Serv Ltd. 21-FEB-2028** | Corporate Debt | 1.83% | |
| United Spirits Ltd. | Beverages | Domestic Equities | 1.76% |
| RBL Bank Ltd. | Banks | Domestic Equities | 1.75% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 1.69% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 1.68% |
| Bosch Home Comfort India Ltd. | Consumer Durables | Domestic Equities | 1.60% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.57% |
| NTPC Ltd. | Power | Domestic Equities | 1.55% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 1.54% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.46% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 1.45% |
| Aditya Vision Ltd. | Retailing | Domestic Equities | 1.44% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.43% |
| The India Cements Ltd. | Cement & Cement Products | Domestic Equities | 1.43% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 1.38% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 1.35% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 1.33% |
| Motilal Oswal Financial Services Ltd. | Capital Markets | Domestic Equities | 1.31% |
| LTM Ltd. | IT - Software | Domestic Equities | 1.30% |
| Adani Power Ltd. | Power | Domestic Equities | 1.30% |
| Metropolis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.28% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 1.23% |
| The Clearing Corporation of India Ltd. 01-OCT-2026 | Cash & Cash Equivalents and Net Assets | 1.22% | |
| HDFC Bank Limited 05-MAR-2027# | Certificate of Deposit | 1.19% | |
| Union Bank of India 16-MAR-2027# | Certificate of Deposit | 1.19% | |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 1.18% |
| 8.6% Muthoot Finance Limited 02-MAR-2028** | Corporate Debt | 1.14% | |
| Net Receivable/Payable | Cash & Cash Equivalents and Net Assets | 1.13% | |
| Five-Star Business Finance Ltd. | Finance | Domestic Equities | 1.13% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 1.12% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 1.09% |
| Wework India Management Ltd. | Commercial Services & Supplies | Domestic Equities | 1.09% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 1.08% |
| Northern Arc Capital Ltd. | Finance | Domestic Equities | 1.08% |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 1.07% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 1.06% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.03% |
| Canara Bank | Banks | Domestic Equities | 0.97% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 0.93% |
| PVR Inox Ltd. | Entertainment | Domestic Equities | 0.92% |
| Hindustan Zinc Ltd. | Non - Ferrous Metals | Domestic Equities | 0.84% |
| Urban Company Ltd. | Retailing | Domestic Equities | 0.83% |
| Asset Reconstruction Company (India) Ltd. | Finance | Domestic Equities | 0.80% |
| 9.61% 360 ONE Prime Limited 18-JAN-2027** | Corporate Debt | 0.77% | |
| 8.75% Piramal Finance Ltd 29-OCT-2027** | Corporate Debt | 0.77% | |
| 7.58% REC Limited 31-MAY-2029** | Corporate Debt | 0.76% | |
| 8.4% Muthoot Finance Limited 28-AUG-2028** | Corporate Debt | 0.76% | |
| Canara Bank 29-JAN-2027**# | Certificate of Deposit | 0.75% | |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.73% |
| Belrise Industries Ltd. | Auto Components | Domestic Equities | 0.67% |
| 7.08% Bajaj Housing Finance Ltd 12-JUN-2030** | Corporate Debt | 0.66% | |
| 7.48% NABARD 15-SEP-2028 | Corporate Debt | 0.61% | |
| Punjab National Bank 04-MAR-2027**# | Certificate of Deposit | 0.59% | |
| Leap India Ltd. | Commercial Services & Supplies | Domestic Equities | 0.40% |
| 7.85% Power Finance Corporation Limited 03-APR-2028** | Corporate Debt | 0.38% | |
| 7.27% Indian Railway Finance Corporation Ltd 15-JUN-2027** | Corporate Debt | 0.38% | |
| 7.55% REC Limited 11-MAY-2030** | Corporate Debt | 0.38% | |
| 7.645% LIC Housing Finance Limited 21-FEB-2030** | Corporate Debt | 0.38% | |
| 7.25% Bajaj Housing Finance Ltd 22-JAN-2029** | Corporate Debt | 0.35% | |
| 7.23% Power Finance Corporation Limited 05-JAN-2027** | Corporate Debt | 0.31% | |
| 7.4% Power Finance Corporation Limited 08-MAY-2030** | Corporate Debt | 0.30% | |
| Indian Bank 05-FEB-2027**# | Certificate of Deposit | 0.30% | |
| 6.68% GOI 07-Jul-2040 | Government Securities | 0.29% | |
| 7.7% LIC Housing Finance Limited 16-MAY-2028** | Corporate Debt | 0.23% | |
| 8.12% L&T Finance Limited 29-JUN-2029** | Corporate Debt | 0.23% | |
| 6.75% GOI 23-Dec-2029 | Government Securities | 0.15% | |
| 7.04% SIDBI 09-FEB-2029** | Corporate Debt | 0.15% | |
| 7.5% REC Limited 28-FEB-2030** | Corporate Debt | 0.08% | |
| Anirit Ventures Ltd. | Textiles & Apparels | Domestic Equities | 0.03% |
| Total | 100.00% | ||
Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years
Satish joined Sundaram BNP Paribas Asset Management in April 2007. He has a rich background in research and fund management with stints at Sundaram BNP Paribas, ICICI Securities and Franklin Templeton, his port of call before taking up his present role. Satish has deep expertise in researching the auto industry. He has also been in a supervisory role for research in the pharma and FMCG space. His earlier stint at the fund house (then known as Sundaram Newton) as in research tracking sectors such as auto, cement, capital goods and pesticides.
She has 12 years of rich experience in fixed income market with 7 years of asset management experience. Previously associated with Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund as a dealer.
Mr. Gupta is a Chartered Account. Prior to joining the AMC, he was associated with SBI Pension Funds Pvt. Ltd., Reliance Nippon Life Insurance and Access Asset Managers Pvt. Ltd.
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