Jan 24, 2025
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) | -4.16 | -3.28 | 10.91 | 11.25 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | -4.11 | -3.53 | 11.88 | 12.38 |
| Category Rank | 6/1 | 6/1 | 2/1 | 2/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nippon India Equity Hybrid Fund-(IDCW-Q) (SP 1) | 0.0137 | 0.00 | 0.00 | 0.00 | 0.00 | 9.33 | 0.00 | 500.00 | invest |
| Nippon India Equity Hybrid Fund-(G) (SP 1) | 0.0518 | 0.00 | 0.00 | 0.00 | 0.00 | 9.33 | 0.00 | 500.00 | invest |
| Nippon India Equity Hybrid Fund-(IDCW-M) (SP 1) | 0.0099 | 0.00 | 0.00 | 0.00 | 0.00 | 9.33 | 0.00 | 500.00 | invest |
| Nippon India Equity Hybrid Fund-(IDCW) (SP 1) | 0.0159 | 0.00 | 0.00 | 0.00 | 0.00 | 9.33 | 0.00 | 500.00 | invest |
| Bank of India Mid & Small Cap Equity & Debt Fund (G) | 35.9000 | -1.43 | 13.61 | 15.50 | 23.02 | 1,107.71 | 2.08 | 5,000.00 | invest |
| 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 |
|
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
| 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 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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