Jul 26, 2024
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.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Aggressive Hybrid Fund - (G) | 3.33 | 16.45 | 28.03 | 15.32 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 3.15 | 17.61 | 30.76 | 16.26 |
| Category Rank | 1/2 | 1/2 | 1/2 | 1/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| SBI Equity Hybrid Fund (G) | 278.6386 | 1.49 | 25.55 | 13.87 | 15.56 | 71,495.31 | 1.40 | 1,000.00 | invest |
| SBI Equity Hybrid Fund (IDCW) | 59.0449 | 1.49 | 25.55 | 13.87 | 15.48 | 71,495.31 | 1.40 | 1,000.00 | invest |
| Bandhan Hybrid Equity Fund - Regular (IDCW) | 19.2000 | 1.47 | 26.71 | 14.24 | 16.60 | 728.20 | 2.37 | 1,000.00 | invest |
| Bandhan Hybrid Equity Fund - Regular (G) | 23.9510 | 1.47 | 26.70 | 14.20 | 16.59 | 728.20 | 2.37 | 1,000.00 | invest |
| PGIM India Hybrid Equity Fund (G) | 122.1800 | -0.21 | 18.56 | 9.46 | 12.98 | 217.58 | 2.34 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Reliance Industr | Jun 30, 2024 | 256.73 | 5.16 | 9.44 |
|
| Equity-HDFC Bank | Jun 30, 2024 | 219.02 | 4.40 | 9.94 |
|
| Govt. Securities-GSEC2033 | Jun 30, 2024 | 205.73 | 4.13 | -0.05 |
|
| Equity-ICICI Bank | Jun 30, 2024 | 203.93 | 4.10 | 7.01 |
|
| Indian Mutual Funds-Sundaram Liquid Fund - Direct | Jun 30, 2024 | 151.44 | 3.04 | 50.21 |
|
| Equity-Bharti Airtel | Jun 30, 2024 | 144.41 | 2.90 | 5.19 |
|
| Equity-Infosys | Jun 30, 2024 | 128.47 | 2.58 | 11.36 |
|
| Equity-Kalyan Jewellers | Jun 30, 2024 | 125.99 | 2.53 | 29.01 |
|
| Equity-Larsen & Toubro | Jun 30, 2024 | 112.76 | 2.26 | -3.29 |
|
| Corporate Debts-N A B A R D | Jun 30, 2024 | 101.79 | 2.04 | 0.01 |
|
Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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