Apr 18, 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 - (IDCW-M) | 1.2 | 12.29 | 26.02 | 14.66 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 2.2 | 13.59 | 28.96 | 15.8 |
| Category Rank | 2/1 | 2/1 | 2/1 | 2/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| JM Aggressive Hybrid Fund - (Bonus) | 111.0802 | 0.30 | 50.08 | 23.04 | 18.16 | 222.76 | 0.00 | 1,000.00 | invest |
| JM Aggressive Hybrid Fund - (Half-Bonus) | 111.0802 | 0.30 | 50.08 | 23.04 | 18.16 | 222.76 | 0.00 | 1,000.00 | invest |
| JM Aggressive Hybrid Fund - (Quarterly-Bonus) | 111.0802 | 0.30 | 50.08 | 23.04 | 18.16 | 222.76 | 0.00 | 1,000.00 | invest |
| JM Aggressive Hybrid Fund - (IDCW) | 30.2332 | 0.30 | 50.09 | 23.04 | 18.15 | 222.76 | 0.00 | 1,000.00 | invest |
| Nippon India Equity Hybrid Fund (G) | 90.8738 | -0.51 | 29.37 | 17.07 | 10.46 | 3,435.18 | 2.00 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Infosys | Mar 31, 2024 | 122.84 | 2.77 | -9.80 |
|
| Equity-Larsen & Toubro | Mar 31, 2024 | 119.61 | 2.70 | 8.17 |
|
| Equity-Reliance Industr | Mar 31, 2024 | 230.31 | 5.19 | 15.31 |
|
| Equity-ICICI Bank | Mar 31, 2024 | 185.86 | 4.19 | 6.34 |
|
| Equity-HDFC Bank | Mar 31, 2024 | 188.34 | 4.25 | -1.00 |
|
| Corporate Debts-Power Fin.Corpn. | Mar 31, 2024 | 106.02 | 2.39 | 32.03 |
|
| Equity-Bharti Airtel | Mar 31, 2024 | 122.86 | 2.77 | 4.95 |
|
| Equity-Kalyan Jewellers | Mar 31, 2024 | 107.55 | 2.42 | 48.73 |
|
| Net CA & Others-Net CA & Others | Mar 31, 2024 | 126.48 | 2.85 | 88.00 |
|
| Govt. Securities-GSEC2033 | Mar 31, 2024 | 108.92 | 2.46 | 19.41 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...
| 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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