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Sundaram Aggressive Hybrid Fund(M-IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.71 | 42.04 | 1.57 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 43.49 | 1.52 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund(M-IDCW) | 8.75% | 3.02% | 8.02% |
| SBI Equity Hybrid Fund(IDCW-Payout) | 17.54% | 12.83% | 11.02% |
| ICICI Pru Equity & Debt Fund(H-IDCW) | 11.40% | 12.10% | 11.10% |
| HDFC Hybrid Equity Fund(IDCW) | 9.61% | 8.13% | 3.28% |
Price Comparison
Compare Sundaram Aggressive Hybrid Fund(M-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.28 %
Holdings
4.27 %
0.28 % - ICICI Bank Ltd3M change : 0.12 %
Holdings
4.04 %
0.12 % - Reliance Industries Ltd3M change : -1.04 %
Holdings
3.53 %
-1.04 %
AMC Profile
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,453.40 Cr.
Fund Manager Profile
S. Bharath
AUM: ₹38,479.88 Cr.
|
Exp: 7.11yrs
Clyton Richard Fernandes
AUM: ₹9,451.30 Cr.
|
Exp: 18yrs
Sandeep Agarwal
AUM: ₹21,231.72 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹26,111.80 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%