Mutual Fund Details
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment
NAV
₹45.7276
as on 26 Jul 2024, 10:45 PM
₹0.5259(1.16%)
Last Change
Scheme Ratings
3
rated by Value Research
Aggressive
Rankings based on | as on Invalid date
×
Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹1,52,351
₹1,57,987
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹57,987
Profit (absolute return)
57.99%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
10.19%
In the last 6 months
17.11%
In the last 1 year
29.51%
In the last 3 years
57.99%
In the last 5 years
124.73%
In the last 10 years
252.46%
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at high risk
Scheme Information
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment
as of 30 Jun 2024, 05:30 AM
₹4,979.18 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
0.70%
Expense Ratio
Plan
Dividend
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Scheme Document
Sectors Holding in this Mutual Fund
as on 30 Jun 2024
Financial
19.17%
₹954.60 Cr
Energy
8.27%
₹411.96 Cr
Automobile
8.23%
₹409.71 Cr
Healthcare
5.33%
₹265.43 Cr
Technology
5.14%
₹255.71 Cr
Others
53.86%
₹2,681.78 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 30 Jun 2024
GOI
8.61%
₹428.71 Cr
HDFC Bank Ltd.
5.75%
₹286.30 Cr
Reliance Industries Ltd.
5.16%
₹256.93 Cr
ICICI Bank Ltd.
4.10%
₹204.15 Cr
Sundaram Liquid Direct-Growth
3.04%
₹151.37 Cr
Others
73.34%
₹3,651.73 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 30 Jun 2024
Debenture
9.63%
₹479.55 Cr
GOI Sec
8.61%
₹428.62 Cr
CD
2.17%
₹107.87 Cr
CP
1.68%
₹83.44 Cr
Bonds
1.22%
₹60.71 Cr
Others
76.70%
₹3,819.03 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 30 Jun 2024
Debenture
9.63%
₹479.55 Cr
GOI Sec
8.61%
₹428.62 Cr
CD
2.17%
₹107.87 Cr
CP
1.68%
₹83.44 Cr
Bonds
1.22%
₹60.71 Cr
Others
76.70%
₹3,819.03 Cr
View All
View All
This fund's returns:
16.45%Return Duration
3 Years
SBI Magnum Children's Benefit Fund - Investment Plan Direct - Growth
HybridAggressive
Min. Investment
₹5000
Category Returns
11.23%
30.02%
3Y Returns
30.02
JM Aggressive Hybrid Fund Direct-Growth
HybridAggressive
Min. Investment
₹100
Category Returns
11.23%
30.02%
3Y Returns
27.19
ICICI Prudential Equity & Debt Fund Direct-Growth
HybridAggressive
Min. Investment
₹100
Category Returns
11.23%
30.02%
3Y Returns
25.63
About Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Bharath S., Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹4,979.18 Crores and the latest NAV decalared is ₹45.728 as on 27 Jul 2024 at 10:41 am.
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment scheme return performance in last 1 year is 29.51%, in last 3 years is 57.99% and 417.08% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹4,979.18 Cr |
| Category: | Hybrid: Aggressive Hybrid |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹63,389.98 Cr
AUM
104
Schemes
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
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