Hybrid Generate Income and create wealth
Aggressive Hybrid Fund
Category Rank
Sundaram Aggressive Hybrid Fund - Regular Plan Growth
Rating
Fund
Time to Invest
Sundaram Aggressive Hybrid Fund - Regular Plan Growth
NAV
124.9935
(22/09/2023)
L 52Wk H
108.78
127.40
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Sundaram Aggressive Hybrid Fund - Regular Plan Growth

Hybrid
Aggressive Hybrid Fund
Generate Income and create wealth
Rank Sundaram Aggressive Hybrid Fund - Regular Plan Growth
Fund
NAV
124.9935
(22/09/2023)
Time to Invest
Sundaram Aggressive Hybrid Fund - Regular Plan Growth
Rating
L 52Wk H
108.78
127.40
Investment Objective

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

Category
  • Hybrid - Aggressive Hybrid Fund
Benchmark
  • CRISIL Hybrid 35+65 - Aggressive Index
Returns
Absolute
1M
1.36%
3M
5.66%
6M
13.85%
Annualised
1Y
8.91%
3Y
18.50%
5Y
10.34%
Historical NAV
NAV for scheme Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Sundaram Aggressive Hybrid Fund - Regular Plan Growth

AUM

3523.90 Cr
Sundaram Aggressive Hybrid Fund - Regular Plan Growth AUM is 34% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 25% of units within 1Y 1% in excess of limit within 1Y Nil after 1Y
Lock In Period - NIL

Expense Ratio

1.91%

Turnover Ratio

68.00%