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(%) | 27.59 | 15.49 | 14.91 | 13.1 |
Average Rolling Returns(%) | 15.95 | 14.78 | 13.42 | 14.42 |
The Current NAV of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is ₹159.46.
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 0.79%
The process for redemption is
The AUM of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is currently ₹4,325 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 52% 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 41.50 and PB ratio is 6.30
The asset allocation of Sundaram Aggressive Hybrid Fund - Growth - Direct Plan is Stocks : 73.11%, Debt : 26.93% and Gold : 0%
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