Sundaram Aggressive Hybrid Fund

AMC: SUNDARAM Moderate Risk Hybrid Aggressive

📊 Quick Summary Of This Page

Sundaram Aggressive Hybrid Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
1.51%
Expense Ratio
Mr. Kumaresh Ramakrishnan
Fund Manager
IDCW Payout
Plan Type
14 Jan 2000
Launch Date
1%
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Exit Load
NAV Momentum
Fund Analysis

Sundaram Aggressive Hybrid Fund does not yet have a 5-year performance history.

The average return for Aggressive funds is 59.52% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return -11.40% -3.09%
2 Year Return -8.18% 8.90%
3 Year Return -14.40% 24.89%
4 Year Return 9.48% 44.78%
5 Year Return -7.28% 59.52%
6 Year Return -17.55% 94.54%
7 Year Return 8.79% 119.15%
Expense Ratio 1.51% -
NAV History
Fund Information

AMC: SUNDARAM

Category: Hybrid • Aggressive

Launch Date: 14 Jan 2000

Fund Manager: Mr. Kumaresh Ramakrishnan

Minimum Purchase: ₹100

Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Sundaram Aggressive Hybrid Fund is managed by SUNDARAM and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Sundaram Aggressive Hybrid Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram Aggressive Hybrid Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram Aggressive Hybrid Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram Aggressive Hybrid Fund, based on the latest portfolio data.

Sundaram Aggressive Hybrid Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram Aggressive Hybrid Fund is , which represents the annual cost charged for managing the fund.

Sundaram Aggressive Hybrid Fund manages assets worth approximately , representing the total investor capital under management.

Sundaram Aggressive Hybrid Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram Aggressive Hybrid Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram Aggressive Hybrid Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram Aggressive Hybrid Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram Aggressive Hybrid Fund and making investment decisions.

Yes, Sundaram Aggressive Hybrid Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram Aggressive Hybrid Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram Aggressive Hybrid Fund to estimate returns and wealth creation over different time periods.