- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Aggressive Hybrid Fund (G)
Sundaram Aggressive Hybrid Fund (G)
₹ 162.7136
NAV (Oct 15)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 162.7136
NAV (Oct 15)
Fund Returns
Last 1Y | 29.2% |
Last 3Y | 12.1% |
Last 5Y | 16.8% |
Last 10Y | 12.4% |
Since Inception | 11.2% |
6 Month CAGR | 13.5% |
Scheme Information
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Expense Ratio | 1.85 |
Launched (0y ago) | 1.85 |
AUM in Crores | 5506.5 |
ISIN | INF173K01CL8 |
Lock-in | - |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 9.4 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (G) | 11,15,494 | 3,82,882 | 16.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Reliance Industries Ltd.
4.8%HDFC Bank Ltd.
4%GOI
4%ICICI Bank Ltd.
4%Others
3.3%Allocation by Sector
Financial
17.7%Automobile
8.4%Energy
8.2%Healthcare
6.1%Technology
5.7%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.6% | 22.3% | ||
16.4% | 15.1% | ||
10.4% | 8.5% | ||
5.7% | 5% | ||
16.4% | 12.1% |
Sundaram Aggressive Hybrid Fund (G) Review
Sundaram Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.208% over a period of 24 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Dwijendra Srivastava, Ravi Gopalakrishnan, Sandeep Agarwal.
Nav of Sundaram Aggressive Hybrid Fund (G) as of 10/15/2024 is ₹162.71 with the total AUM as of 10/16/2024 is ₹5506.490145. 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 Average.
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)?
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.
Is Sundaram Aggressive Hybrid Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Aggressive Hybrid Fund (G)?
The expense ratio of the Sundaram Aggressive Hybrid Fund (G) is 1.85% for regular plan.
What is the NAV of Sundaram Aggressive Hybrid Fund (G)?
Today's Sundaram Aggressive Hybrid Fund (G) NAV is ₹162.71.