Mutual Fund Details
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment
NAV
₹36.7471
as on 25 May 2022, 10:25 PM
₹-0.1693(0.46%)
Last Change
Scheme Ratings
4
rated by Morningstar
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
₹1,33,744
₹1,38,544
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹38,543
Profit (absolute return)
38.54%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
3.49%
In the last 6 months
8.09%
In the last 1 year
7.59%
In the last 3 years
38.54%
In the last 5 years
67.44%
In the last 10 years
NA
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 Apr 2022, 05:30 AM
₹2,991.72 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
0.81%
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 Apr 2022
Financial
24.07%
₹720.13 Cr
Healthcare
7.99%
₹238.96 Cr
Technology
7.94%
₹237.55 Cr
Consumer Staples
6.13%
₹183.31 Cr
Cash Holding
4.97%
₹148.78 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 30 Apr 2022
Infosys Ltd.
6.68%
₹199.85 Cr
HDFC Bank Ltd.
5.94%
₹177.71 Cr
ICICI Bank Ltd.
5.44%
₹162.75 Cr
Others
4.76%
₹142.41 Cr
Sun Pharmaceutical Industries Ltd.
4.21%
₹125.95 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 30 Apr 2022
GOI Sec
8.26%
₹247.02 Cr
Debenture
6.59%
₹197.14 Cr
NCA
5.93%
₹177.41 Cr
Reverse Repo
4.90%
₹146.54 Cr
Cash/NCA
3.70%
₹110.71 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 30 Apr 2022
GOI Sec
8.26%
₹247.02 Cr
Debenture
6.59%
₹197.14 Cr
NCA
5.93%
₹177.41 Cr
Reverse Repo
4.90%
₹146.54 Cr
Cash/NCA
3.70%
₹110.71 Cr
View All
View All
This fund's returns:
11.47%Return Duration
3 Years
Quant Absolute Fund Direct-Growth
HybridAggressive
Min. Investment
₹1000
Category Returns
5.75%
25.48%
3Y Returns
25.49
BOI AXA Mid & Small Cap Equity & Debt Fund Direct-Growth
HybridAggressive
Min. Investment
₹100
Category Returns
5.75%
25.48%
3Y Returns
17.56
ICICI Prudential Equity & Debt Fund Direct-Growth
HybridAggressive
Min. Investment
₹100
Category Returns
5.75%
25.48%
3Y Returns
17.23
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 Ravi Gopalakrishnan, S Bharath, Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹2,991.72 Crores and the latest NAV decalared is ₹36.747 as on 26 May 2022 at 10:59 am.
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment scheme return performance in last 1 year is 7.59%, in last 3 years is 38.54% and 230.10% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹2,991.72 Cr |
| Category: | Hybrid: Aggressive Hybrid |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹41,040.47 Cr
AUM
101
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website