Sundaram Aggressive Hybrid Fund – Direct Growth

Hybrid . Aggressive Hybrid Funds
 . 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 100 ₹ 100 0.81 % 4★ ₹ - 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size Fund Age
₹ 100 ₹ 100 0.81 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹ 0.81 Cr 10 Years
Rating Fund Size Fund Age

Scheme Performance

Returns and Ranks ( as on April 28.2022 )
1 Month1M 1 Year1Y 3 Years3Y 5 Years5Y
Trailing Returns 7.64% 16.52% 11.94% 14.16%
Category Average 0.79% 9.16% 14.62% -

Scheme Allocation

Holding
Sector
Asset
Infosys
5.46%
Reliance Industr
5.31%
Sun Pharma.Inds.
3.58%
Bharti Airtel
3.12%
TREPS
2.5%
Others
80.03%
Debt
27.83%
Banks
16.43%
Finance
6.88%
Petroleum Products
5.82%
Automobiles
3.64%
Others
39.4%
Equity
72.25%
Corporate Debentures
9.14%
Govt Securities / Sovereign
4.17%
Certificate of Deposit
4.08%
T-Bills
3.43%
Others
6.93%

Exit Load & Tax Implication

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Advance Ratio

0.00 0.80 0.70 0.00
Alpha SD Beta Sharpe

Risk-O-Meter

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,954 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

The NAV of Sundaram Aggressive Hybrid Fund – Direct Growth is ₹123.54 as of 10 August 2022.