Mutual Fund Details
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Payout
NAV
₹41.9120
as on 16 Apr 2024, 09:00 PM
₹-0.4568(1.08%)
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
₹1,51,831
₹1,57,502
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹57,502
Profit (absolute return)
57.50%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
3.59%
In the last 6 months
13.25%
In the last 1 year
26.99%
In the last 3 years
57.50%
In the last 5 years
94.91%
In the last 10 years
260.74%
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 Payout
as of 31 Mar 2024, 05:30 AM
₹4,436.04 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
0.71%
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 31 Mar 2024
Financial
18.57%
₹823.75 Cr
Energy
8.23%
₹365.00 Cr
Automobile
7.15%
₹317.02 Cr
Healthcare
5.93%
₹263.02 Cr
Services
5.45%
₹241.87 Cr
Others
54.67%
₹2,425.18 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Mar 2024
GOI
9.53%
₹422.75 Cr
Reliance Industries Ltd.
5.19%
₹230.23 Cr
HDFC Bank Ltd.
5.04%
₹223.58 Cr
ICICI Bank Ltd.
4.19%
₹185.87 Cr
Others
76.05%
₹3,373.60 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Mar 2024
Debenture
10.76%
₹477.42 Cr
GOI Sec
9.54%
₹423.09 Cr
Cash/NCA
2.85%
₹126.48 Cr
Bonds
1.37%
₹60.57 Cr
CP
0.64%
₹28.43 Cr
Others
74.84%
₹3,319.93 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Mar 2024
Debenture
10.76%
₹477.42 Cr
GOI Sec
9.54%
₹423.09 Cr
Cash/NCA
2.85%
₹126.48 Cr
Bonds
1.37%
₹60.57 Cr
CP
0.64%
₹28.43 Cr
Others
74.84%
₹3,319.93 Cr
View All
View All
This fund's returns:
16.33%Return Duration
3 Years
SBI Magnum Children's Benefit Fund - Investment Plan Direct - Growth
HybridAggressive
Min. Investment
₹5000
Category Returns
10.76%
32.44%
3Y Returns
32.44
ICICI Prudential Equity & Debt Fund Direct-Growth
HybridAggressive
Min. Investment
₹100
Category Returns
10.76%
32.44%
3Y Returns
26.20
Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth
HybridAggressive
Min. Investment
₹1000
Category Returns
10.76%
32.44%
3Y Returns
25.46
About Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Payout
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Payout 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 ₹4,436.04 Crores and the latest NAV decalared is ₹41.912 as on 18 Apr 2024 at 2:10 pm.
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Payout scheme return performance in last 1 year is 26.99%, in last 3 years is 57.50% and 362.78% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹4,436.04 Cr |
| Category: | Hybrid: Aggressive Hybrid |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹56,229.23 Cr
AUM
106
Schemes
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
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