CASPeR Ranking #134
Sundaram Aggressive Hybrid Fund Direct Plan Growth
NAV (Fri Jan 31 2025)
₹173
Returns (Since Inception)
12.36%
Category Average
12.91%
Rating
4
Allocation and Holdings
Asset class
Weightage
Unknown
7.48%
Financial Services
9.99%
Energy
3.45%
Technology
3.15%
Communication Services
2.86%
Consumer Cyclical
2.56%
Industrials
2.06%
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Overall rating
Scheme Information
Fund name
Sundaram Aggressive Hybrid Fund Direct Plan Growth
Minimum SIP
100
Risk Level
High Risk
AUM
₹5543.80 Cr
ISIN
INF173K01FE6
Inception Date
Jan 01 2013
Standard Deviation
9.874
Beta
1.03
Sharpe Ratio
0.607
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Expense Ratio
0.700%
Exit Load
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Risk
High Risk
Investment Objective
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Fund Managers
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Rahul Baijal
Rohit Seksaria
About the AMC
Sundaram Asset Management Company Ltd
Phone Number
+91 44 28583362/3367Email Address
customer@principalindia.comCorporate Office Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)Overall AUM
₹5543.80 Cr
Website
www.sundarammutual.comPopular Hybrid Funds
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