Sundaram Aggressive Hybrid Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Aggressive funds is 59.52% .
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.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -14.21% | -3.09% |
| 2 Year Return | -6.70% | 8.90% |
| 3 Year Return | -2.13% | 24.89% |
| 4 Year Return | 10.00% | 44.78% |
| 5 Year Return | 20.25% | 59.52% |
| 6 Year Return | 9.97% | 94.54% |
| 7 Year Return | 40.91% | 119.15% |
| Expense Ratio | 0.62% | - |
AMC: SUNDARAM
Category: Hybrid • Aggressive
Launch Date: 01 Jan 2013
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: 1
Risk: Moderate Risk
Sundaram Aggressive Hybrid Fund - Direct Plan 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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