Sundaram Aggressive Hybrid Fund - Regular Plan Monthly Idcw Reinvestment

Hybrid Generate Income and create wealth
Aggressive Hybrid Fund
Category Rank
Sundaram Aggressive Hybrid Fund - Regular Plan Monthly Idcw Reinvestment
Rating
Fund
Time to Invest
Sundaram Aggressive Hybrid Fund - Regular Plan Monthly Idcw Reinvestment
NAV
24.2847
(27/03/2023)
L 52Wk H
24.22
28.17
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Sundaram Aggressive Hybrid Fund - Regular Plan Monthly Idcw Reinvestment

Hybrid
Aggressive Hybrid Fund
Generate Income and create wealth
Rank Sundaram Aggressive Hybrid Fund - Regular Plan Monthly Idcw Reinvestment
Fund
NAV
24.2847
(27/03/2023)
Time to Invest
Sundaram Aggressive Hybrid Fund - Regular Plan Monthly Idcw Reinvestment
Rating
L 52Wk H
24.22
28.17
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
-1.53%
3M
-5.74%
6M
-1.84%
Annualised
1Y
0.19%
3Y
19.41%
5Y
6.93%
Historical NAV
NAV for scheme Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 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 Monthly Idcw Reinvestment

AUM

2981.43 Cr
Sundaram Aggressive Hybrid Fund - Regular Plan Monthly Idcw Reinvestment AUM is 36% 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

2.01%

Turnover Ratio

60.00%