May 14, 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) | 5.97 | 2.99 | 11.36 | 15.84 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 6.33 | 2.44 | 10.32 | 17 |
| Category Rank | 1/1 | 5/1 | 1/1 | 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 |
| 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 |
|
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
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...
| 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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