INF173K01FE6

CASPeR Ranking #134

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk Aggressive Allocation Allocation

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

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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Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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




Corporate 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


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