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FAQ : Sundaram Aggressive Hybrid Fund - Growth - Direct Plan

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(%) N/A 10.36 9.29 10.01
Average Rolling Returns(%) 14.71 13.07 13.58 12.73

The Current NAV of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is ₹179.97.

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 0.73%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is currently ₹7,653 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 34% of fund’s portfolio respectively.

Top three sectors of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan fund are Others, BFSI and IT accounting for 59% 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 Clyton Richard Fernandes manage the Sundaram Aggressive Hybrid Fund - Growth - Direct Plan Fund.

Sundaram Aggressive Hybrid Fund - Growth - Direct Plan current PE ratio is 37.02 and PB ratio is 6.08

The asset allocation of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is Stocks : 68.65%, Debt : 25.16% and Gold : 6.18%

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

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