Jun 28, 2022
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) | -1.78 | -7.17 | 2.4 | 10.38 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | -1.88 | -7.82 | -0.07 | 10.56 |
| Category Rank | 6/1 | 6/1 | 6/1 | 2/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| ICICI Pru Equity & Debt Fund - (G) | 214.4700 | 0.54 | 14.31 | 16.10 | 12.85 | 19,095.99 | 1.80 | 5,000.00 | invest |
| JM Equity Hybrid Fund - (Bonus) | 64.7461 | 0.38 | -0.53 | 14.14 | 8.34 | 9.93 | 0.00 | 5,000.00 | invest |
| JM Equity Hybrid Fund - (Annual-Bonus) | 64.7461 | 0.38 | -0.53 | 14.14 | 8.34 | 9.93 | 0.00 | 5,000.00 | invest |
| JM Equity Hybrid Fund - (Half-Bonus) | 64.7461 | 0.38 | -0.53 | 14.14 | 8.34 | 9.93 | 0.00 | 5,000.00 | invest |
| SBI Equity Hybrid Fund (IDCW) | 39.8589 | -91.05 | 1.41 | 10.78 | 10.58 | 50,266.06 | 1.50 | 1,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-ICICI Bank | May 31, 2022 | 167.25 | 5.69 | 2.33 |
|
| Equity-Infosys | May 31, 2022 | 160.43 | 5.46 | -4.08 |
|
| Equity-HDFC Bank | May 31, 2022 | 149.11 | 5.08 | 0.31 |
|
| Equity-Reliance Industr | May 31, 2022 | 138.21 | 4.71 | 19.13 |
|
| T Bills-TBILL-182D | May 31, 2022 | 123.60 | 4.21 | 0.18 |
|
| Equity-Sun Pharma.Inds. | May 31, 2022 | 109.73 | 3.74 | -15.72 |
|
| Equity-Bharti Airtel | May 31, 2022 | 97.47 | 3.32 | -5.25 |
|
| Equity-H D F C | May 31, 2022 | 95.07 | 3.24 | 10.53 |
|
| Equity-Larsen & Toubro | May 31, 2022 | 76.04 | 2.59 | -2.35 |
|
| Certificate of Deposits-Bank of Baroda | May 31, 2022 | 73.91 | 2.52 | 0.12 |
|
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...
Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...
Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...
Sundaram Mutual Fund has decided to change the benchmark index for the foll...
| 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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