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Fund Overview

Sundaram Aggressive Hybrid Fund - (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

162.79

Inception Date

14-01-2000

Category

Hybrid - Equity Oriented
Invest
Investment Objectives

The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Sundaram Aggressive Hybrid Fund - (G) 8.45 2.00 5.15 16.27 17.76 12.28 11.57
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.05 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.25 Lakh

Benchmark

1Lakh investment Grown to NA Lakh

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Key Parameters
AUM(₹ Cr.) 6,146
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Incrimental Investment(₹) 100
Expense Ratio (%) 2.11
Benchmark CRISIL Hybrid 35+65 - Aggressive Index;CRISIL Hybrid 35+65 - Aggressive Index
Fund Manager S Bharath
Exit If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
HDFC Bank Equity 7.11
Reliance Industr Equity 5.61
ICICI Bank Equity 5.56
GSEC2034 Govt. Securities 5.15
Bharti Airtel Equity 3.27
St Bk of India Equity 3.25
TREPS Reverse Repo 2.84
Infosys Equity 2.31
Kotak Mah. Bank Equity 2.29
Axis Bank Equity 2.28
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Sundaram Aggressive Hybrid Fund 6,146.43 5.15 16.27 17.76 11.57 14-Jan-2000 0.7773 3.01
WhiteOak Capital Multi Asset Allocation Fund 2,245.19 14.75 NA NA 17.66 19-May-2023 2.4121 1.22
DSP Multi Asset Allocation Fund 3,157.86 12.24 NA NA 19.78 27-Sep-2023 2.0363 1.81
ICICI Pru Multi-Asset Fund 59,452.32 10.93 22.00 24.37 21.04 31-Oct-2002 1.6378 2.19
SBI Equity Hybrid Fund 75,639.24 10.88 17.45 17.83 12.19 19-Jan-2005 0.8552 2.76
Mirae Asset Multi Asset Allocation Fund 1,991.37 10.43 NA NA 14.98 31-Jan-2024 0.9956 2.11
Bandhan Aggressive Hybrid Fund 903.65 10.15 18.15 20.01 11.79 30-Dec-2016 0.8045 3.36
Nippon India Multi Asset Allocation Fund 5,980.56 10.06 20.11 NA 17.28 28-Aug-2020 1.2454 2.53
Sundaram Multi Asset Allocation Fund 2,625.23 9.89 NA NA 15.48 25-Jan-2024 1.0228 2.26
WhiteOak Capital Balanced Advantage Fund 1,566.31 9.44 NA NA 16.46 10-Feb-2023 1.4379 2.08
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