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Fund Overview

Sundaram Aggressive Hybrid Fund - (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

159.91

Inception Date

14-01-2000

Category

Hybrid - Equity Oriented
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Aggressive Hybrid Fund - (G) 1.61 4.64 2.65 12.97 16.22 11.80 11.45
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (CRISIL Hybrid 35+65 - Aggressive Index)

1Lakh investment Grown to 1.03 Lakh

10,000 investment Grown to 1.22 Lakh

1Lakh investment Grown to 0.00 Lakh

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Key Parameters
AUM(₹ Cr.) 6,429
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 2.11
Benchmark CRISIL Hybrid 35+65 - Aggressive Index;CRISIL Hybrid 35+65 - Aggressive Index
Fund Manager S Bharath
Exit If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 06 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 2335098 467.37
Reliance Industr Equity 2295600 344.48
ICICI Bank Equity 2365280 341.97
Bharti Airtel Equity 1083260 217.69
St Bk of India Equity 2238510 183.64
Kotak Mah. Bank Equity 698011 151.01
Infosys Equity 909035 145.61
Axis Bank Equity 1173644 140.74
M & M Equity 384400 122.36
Larsen & Toubro Equity 311149 114.19
Kalyan Jewellers Equity 1850000 102.83
HCL Technologies Equity 563630 97.43
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Aggressive Hybrid Fund 6,428.51 2.65 12.97 16.22 11.45 14-Jan-2000 0.9612 2.92
WhiteOak Capital Multi Asset Allocation Fund 2,585.54 16.88 NA NA 17.11 19-May-2023 2.4794 1.20
DSP Multi Asset Allocation Fund 3,377.03 12.98 NA NA 18.17 27-Sep-2023 2.1564 1.77
Nippon India Multi Asset Allocation Fund 6,367.91 11.47 17.74 NA 16.89 28-Aug-2020 1.5495 2.41
Sundaram Multi Asset Allocation Fund 2,688.25 9.94 NA NA 13.86 25-Jan-2024 1.131 2.20
Mirae Asset Multi Asset Allocation Fund 2,091.65 9.75 NA NA 13.20 31-Jan-2024 1.1337 2.06
Bandhan Multi Asset Allocation Fund 2,019.96 9.47 NA NA 14.75 31-Jan-2024 1.175 2.22
ICICI Pru Multi-Asset Fund 62,013.62 9.47 19.04 23.24 20.87 31-Oct-2002 1.9777 2.05
SBI Equity Hybrid Fund 78,708.42 9.42 13.55 16.36 12.05 19-Jan-2005 1.1843 2.63
Aditya Birla SL Multi Asset Allocation Fund 4,276.92 9.26 NA NA 16.54 31-Jan-2023 1.3088 2.38
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