FAQ : Sundaram Aggressive Hybrid Fund - Growth

Sundaram Aggressive Hybrid Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 26.1 14.09 13.51 11.81
Average Rolling Returns(%) 14.56 14.20 12.68 12.17

The Current NAV of Sundaram Aggressive Hybrid Fund - Growth is ₹141.97.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Sundaram Aggressive Hybrid Fund - Growth fund’s expense ratio is 1.91%

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 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 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 Fund is Hybrid - Aggressive Hybrid Fund.

S. Bharath and Ravi Gopalakrishnan manage the Sundaram Aggressive Hybrid Fund - Growth Fund.

Sundaram Aggressive Hybrid Fund - Growth current PE ratio is 41.50 and PB ratio is 6.30

The asset allocation of Sundaram Aggressive Hybrid Fund - Growth is Stocks : 73.11%, Debt : 26.93% and Gold : 0%

The minimum SIP amount for Sundaram Aggressive Hybrid Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Aggressive Hybrid Fund - Growth 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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