Nov 28, 2023
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 - (IDCW-M) | 3.55 | 9.77 | 8.55 | 14.53 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 4.18 | 11.09 | 12.26 | 15.8 |
| Category Rank | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Quant Absolute Fund (G) | 332.9905 | 1.66 | 5.11 | 24.39 | 20.88 | 1,354.35 | 2.10 | 5,000.00 | invest |
| Invesco India Equity & Bond Fund - Regular (IDCW) | 16.7530 | 0.60 | 13.48 | 13.11 | 11.07 | 399.46 | 0.00 | 1,000.00 | invest |
| Invesco India Equity & Bond Fund - Regular (G) | 16.7520 | 0.60 | 13.48 | 13.11 | 11.07 | 399.46 | 0.00 | 1,000.00 | invest |
| Motilal Oswal Equity Hybrid Fund - Regular (G) | 17.4900 | 0.57 | 10.08 | 11.09 | 12.19 | 403.56 | 2.42 | 500.00 | invest |
| SBI Equity Hybrid Fund (IDCW) | 48.5354 | -91.00 | 9.37 | 13.70 | 12.77 | 59,302.29 | 1.45 | 1,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Oct 31, 2023 | 192.06 | 5.27 | -3.26 |
|
| Reverse Repo-TREPS | Oct 31, 2023 | 167.60 | 4.60 | 221.30 |
|
| Equity-ICICI Bank | Oct 31, 2023 | 164.53 | 4.52 | -8.30 |
|
| Equity-Reliance Industr | Oct 31, 2023 | 151.00 | 4.15 | 6.43 |
|
| Equity-Infosys | Oct 31, 2023 | 114.26 | 3.14 | -4.67 |
|
| Govt. Securities-GSEC2033 | Oct 31, 2023 | 99.10 | 2.72 | -0.98 |
|
| Equity-Larsen & Toubro | Oct 31, 2023 | 93.08 | 2.56 | -3.13 |
|
| Equity-Bharti Airtel | Oct 31, 2023 | 91.44 | 2.51 | -1.30 |
|
| Govt. Securities-GSEC2036 | Oct 31, 2023 | 84.83 | 2.33 | -0.96 |
|
| Corporate Debts-Power Fin.Corpn. | Oct 31, 2023 | 80.09 | 2.20 | 13.74 |
|
Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...
Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 17 October 2023 as the record date for t...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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