Sundaram Aggressive Hybrid Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.65 | 16.17 | 14.11 | 13.52 |
Average Rolling Returns(%) | 16.07 | 14.79 | 13.44 | 14.38 |
The Current NAV of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is ₹162.34.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Sundaram Aggressive Hybrid Fund - Growth - Direct Plan fund’s expense ratio is 0.78%
The process for redemption is
The AUM of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is currently ₹4,436 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and ICICI Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 30% of fund’s portfolio respectively.
Top three sectors of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan fund are Others, BFSI and Auto accounting for 53% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan Fund is Hybrid - Aggressive Hybrid Fund.
S. Bharath and Ravi Gopalakrishnan manage the Sundaram Aggressive Hybrid Fund - Growth - Direct Plan Fund.
Sundaram Aggressive Hybrid Fund - Growth - Direct Plan current PE ratio is 43.27 and PB ratio is 6.43
The asset allocation of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is Stocks : 72.36%, Debt : 27.09% and Gold : 0.56%
The minimum SIP amount for Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is Nil upto 25% of units within 1 year, 1% in excess of limit within 1 year, Nil after 1 year