Mutual Fund Details

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment

Name: Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment
Brand: Sundaram Mutual Fund

Hybrid Aggressive

NAV

₹44.2174

as on 26 Dec 2024, 11:16 PM

₹0.1399(0.32%)

Last Change

Scheme Ratings

rated by Value Research

Aggressive

Rankings based on | as on Invalid date

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,42,416

₹1,47,591

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹47,591

Profit (absolute return)

47.59%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

4.94%

In the last 6 months

4.62%

In the last 1 year

19.25%

In the last 3 years

47.59%

In the last 5 years

111.97%

In the last 10 years

231.07%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at high risk

Scheme Information

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment

as of 30 Nov 2024, 05:30 AM

₹5,469.35 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

0.71%

Expense Ratio

Plan

Dividend

2.86%

Cash Holding

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Scheme Document

View

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

16.87%

₹922.58 Cr

Automobile

7.89%

₹431.61 Cr

Energy

6.96%

₹380.56 Cr

Technology

6.60%

₹361.12 Cr

Healthcare

5.60%

₹306.01 Cr

Others

56.08%

₹3,067.21 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

16.87%

₹922.58 Cr

Automobile

7.89%

₹431.61 Cr

Energy

6.96%

₹380.56 Cr

Technology

6.60%

₹361.12 Cr

Healthcare

5.60%

₹306.01 Cr

Others

56.08%

₹3,067.21 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

GOI

8.61%

₹470.91 Cr

HDFC Bank Ltd.

5.75%

₹314.49 Cr

Reliance Industries Ltd.

5.16%

₹282.22 Cr

ICICI Bank Ltd.

4.10%

₹224.24 Cr

Sundaram Liquid Direct-Growth

3.04%

₹166.27 Cr

Others

73.34%

₹4,011.22 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

GOI

8.61%

₹470.91 Cr

HDFC Bank Ltd.

5.75%

₹314.49 Cr

Reliance Industries Ltd.

5.16%

₹282.22 Cr

ICICI Bank Ltd.

4.10%

₹224.24 Cr

Sundaram Liquid Direct-Growth

3.04%

₹166.27 Cr

Others

73.34%

₹4,011.22 Cr

View All

Funds in this Category

This fund's returns:

13.84%

Return Duration

3 Years

SBI Magnum Children's Benefit Fund - Investment Plan Direct - Growth

JM Aggressive Hybrid Fund Direct-Growth

ICICI Prudential Equity & Debt Fund Direct-Growth

About Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹5,469.35 Crores and the latest NAV decalared is ₹44.217 as on 27 Dec 2024 at 12:19 am.

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment scheme return performance in last 1 year is 19.25%, in last 3 years is 47.59% and 418.04% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.