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NRI

May 14, 2025


Category

Hybrid

AUM (Cr.)

5,618.99

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.84

Sharpe Ratio

5.97

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.

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 - (IDCW-M) 5.97 2.99 11.36 15.84 19.71 12.25
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 6.33 2.44 10.32 17 20.66 13.19
Category Rank 1/1 5/1 1/1 1/1 2/1 1/1
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) 31.3400 1.23 7.96 21.23 27.80 1,067.62 2.09 5,000.00 invest
Bank of India Mid & Small Cap Equity & Debt Fund (G) 36.9700 1.20 7.94 21.21 27.79 1,067.62 2.09 5,000.00 invest
HSBC Aggressive Hybrid Fund (IDCW) 27.4305 0.89 7.16 16.36 18.38 5,021.82 1.89 5,000.00 invest
HSBC Aggressive Hybrid Fund (IDCW-A) 16.7404 0.89 7.35 16.43 18.40 5,021.82 1.89 5,000.00 invest
DSP Aggressive Hybrid Fund - Regular (IDCW) 30.1810 0.19 18.44 19.21 19.68 10,425.38 0.00 100.00 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
Equity-HDFC Bank Mar 31, 2025 325.37 5.79 44.39
Govt. Securities-GSEC2034 Mar 31, 2025 309.78 5.51 1.10
Equity-ICICI Bank Mar 31, 2025 266.43 4.74 11.98
Equity-Reliance Industr Mar 31, 2025 265.96 4.73 24.10
Indian Mutual Funds-Sundaram Money Fund - Direct ( Mar 31, 2025 203.65 3.62 -16.05
Equity-Bharti Airtel Mar 31, 2025 181.31 3.23 15.47
Equity-St Bk of India Mar 31, 2025 160.62 2.86 20.70
Equity-Infosys Mar 31, 2025 146.07 2.60 -6.94
Equity-Axis Bank Mar 31, 2025 129.34 2.30 39.47
Equity-Kotak Mah. Bank Mar 31, 2025 120.96 2.15 30.76

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...

Mar 17, 2025 10:52

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

Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...

Mar 13, 2025 12:33

Sundaram Mutual Fund announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...

Mar 07, 2025 10:10

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

Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...

Feb 13, 2025 09:22

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

Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...

Jan 14, 2025 09:20

Sundaram MF announces change in Fund Manager of the following scheme

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

Dec 18, 2024 12:30

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Aggressive Hybrid Fund - (IDCW-M)
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