• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Aggressive Hybrid Fund (G)
Sundaram Mutual Fund

Sundaram Aggressive Hybrid Fund (G)

HybridAggressive Hybrid

157.4276

NAV (Nov 08)

15.109%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

157.4276

NAV (Nov 8)

Fund Returns

Last 1Y
25.4%
Last 3Y
10.9%
Last 5Y
15.1%
Last 10Y
11.5%
Since Inception
11%
6 Month CAGR
9.8%

Scheme Information

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

Expense Ratio
1.82%
Launched 24Y ago
2000-01-14
AUM in Crores
5506.5
ISIN
-
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
9.1
Beta
0.8
Sharpe Ratio
0.9
YTM
-
Fund Managers

Bharath S.

Fund Manager

Clyton Richard Fernandes

Fund Manager

Dwijendra Srivastava

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Sandeep Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Aggressive Hybrid Fund (G)70%10,67,539 3,34,92715.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-14

Top Stock Holdings

Reliance Industries Ltd.

4.76%
4.755%

HDFC Bank Ltd.

4.05%
4.048%

GOI

3.99%
3.986%

ICICI Bank Ltd.

3.98%
3.978%

Others

3.27%
3.265%
See all holdings

Allocation by Sector

Financial

16.33%
16.331632%

Automobile

9%
9.000696%

Energy

7.83%
7.829414%

Healthcare

5.88%
5.876067%

Technology

5.82%
5.818356%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,319 cr

₹ 50,495 cr

₹ 12,689 cr

₹ 24,796 cr

₹ 5,410 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

14.3%

21.3%

15.3%

14.8%

9.6%

8.4%

5.8%

5%

14.6%

11.8%

Sundaram Aggressive Hybrid Fund (G) Review

Sundaram Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.03% over 24 years. The fund has grown over a period of 24 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Clyton Richard Fernandes, Dwijendra Srivastava, Ravi Gopalakrishnan, Sandeep Agarwal.

Nav of Sundaram Aggressive Hybrid Fund (G) as of 11/8/2024 is ₹157.43 with the total AUM as of 11/10/2024 is ₹5506.49. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Aggressive Hybrid Fund (G) was launched on 2000-01-14. The category risk of the fund is High.

The minimum SIP amount for Sundaram Aggressive Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Sundaram Aggressive Hybrid Fund (G)?

It is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Aggressive Hybrid Fund (G)?

You can invest in Sundaram Aggressive Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Aggressive Hybrid Fund (G)?

The minimum sip amount for Sundaram Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the Sundaram Aggressive Hybrid Fund (G)?

The expense ratio of the Sundaram Aggressive Hybrid Fund (G) is 1.82% for regular plan.

What is the NAV of Sundaram Aggressive Hybrid Fund (G)?

Today's Sundaram Aggressive Hybrid Fund (G) NAV is ₹157.43.