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NRI

Dec 10, 2024

Category

Hybrid

AUM (Cr.)

5,358.42

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.83

Sharpe Ratio

19.55

Beta Ratio

0.00

Fund Manager

S Bharath

Inception Date

Jan 14, 2000

Risk Level

High

Investment Objective

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.

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Crisil Balanced Fund - Aggressive Index

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Aggressive Hybrid Fund - (G) 2.25 8.51 22.29 12.47 16.28 11.79
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 2.75 8.2 23.71 14.23 17.11 13.92
Category Rank 1/2 1/2 1/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Bank of India Mid & Small Cap Equity & Debt Fund (IDCW) 34.0500 0.56 32.13 19.33 27.82 1,009.82 2.11 5,000.00 invest
Bank of India Mid & Small Cap Equity & Debt Fund (G) 40.1700 0.55 32.14 19.33 27.81 1,009.82 2.11 5,000.00 invest
HSBC Aggressive Hybrid Fund (IDCW) 31.1136 0.46 29.30 14.85 16.38 5,631.02 1.86 5,000.00 invest
HSBC Aggressive Hybrid Fund (G) 57.3886 0.46 30.18 15.10 16.53 5,631.02 1.86 5,000.00 invest
Quant Absolute Fund (G) 411.0799 -0.61 18.58 12.87 24.50 2,250.71 2.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Govt. Securities-GSEC2034 Nov 30, 2024 311.63 5.70 0.39
Equity-HDFC Bank Nov 30, 2024 233.62 4.27 3.48
Equity-ICICI Bank Nov 30, 2024 221.02 4.04 0.61
Equity-Reliance Industr Nov 30, 2024 193.21 3.53 -5.37
Equity-Infosys Nov 30, 2024 172.78 3.16 11.73
Equity-Bharti Airtel Nov 30, 2024 162.72 2.98 0.90
Reverse Repo-TREPS Nov 30, 2024 158.10 2.89 -6.03
Equity-Kalyan Jewellers Nov 30, 2024 137.65 2.52 -6.91
Corporate Debts-N A B A R D Nov 30, 2024 120.25 2.20 -27.83
Equity-Larsen & Toubro Nov 30, 2024 117.70 2.15 17.10

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...

Nov 12, 2024 09:37

Sundaram Mutual Fund announces change in Exit Load Structure

Sundaram Mutual Fund has announced change in exit load structure under foll...

Oct 29, 2024 11:40

Sundaram Mutual Fund announces change in Key Personnel

Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...

Oct 25, 2024 14:04

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under three schemes

Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...

Oct 23, 2024 09:35

Sundaram MF announces change in Fund Manager of the following schemes

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Oct 21, 2024 11:09

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...

Oct 15, 2024 09:27

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Aggressive Hybrid Fund - (G)
Contact Persone : S Bharath
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com