Jul 16, 2024
The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Aggressive Hybrid Fund - (G) | 3.83 | 14.01 | 28.22 | 15 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 3.76 | 15.47 | 31.67 | 16.09 |
| Category Rank | 1/2 | 1/2 | 1/2 | 2/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| UTI-Aggressive Hybrid Fund (IDCW) | 45.4533 | 0.26 | 58.79 | 25.66 | 22.17 | 5,851.61 | 1.89 | 5,000.00 | invest |
| UTI-Aggressive Hybrid Fund (G) | 392.3161 | 0.26 | 34.82 | 18.99 | 18.40 | 5,851.61 | 1.89 | 1,000.00 | invest |
| LIC MF ULIS-15Yrs Reg Premium UC-Reg(IDCW-M) | 36.0145 | 0.24 | 24.98 | 13.54 | 13.91 | 509.07 | 0.00 | 15,000.00 | invest |
| LIC MF ULIS-15Yrs Reg Premium UC-Reg(IDCW-Q) | 36.0145 | 0.24 | 24.98 | 13.54 | 13.91 | 509.07 | 0.00 | 15,000.00 | invest |
| Shriram Aggressive Hybrid Fund - Regular (G) | 33.1520 | -0.32 | 34.33 | 15.29 | 14.49 | 49.29 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Reliance Industr | May 31, 2024 | 234.59 | 5.05 | -0.06 |
|
| Govt. Securities-GSEC2033 | May 31, 2024 | 205.83 | 4.43 | 15.12 |
|
| Equity-HDFC Bank | May 31, 2024 | 199.22 | 4.29 | 0.75 |
|
| Equity-ICICI Bank | May 31, 2024 | 190.58 | 4.10 | -2.55 |
|
| Equity-Bharti Airtel | May 31, 2024 | 137.28 | 2.96 | 3.82 |
|
| Equity-Larsen & Toubro | May 31, 2024 | 116.60 | 2.51 | 2.09 |
|
| Equity-Infosys | May 31, 2024 | 115.37 | 2.48 | -0.96 |
|
| Reverse Repo-TREPS | May 31, 2024 | 105.39 | 2.27 | 1.24 |
|
| Corporate Debts-N A B A R D | May 31, 2024 | 101.78 | 2.19 | 0.19 |
|
| Indian Mutual Funds-Sundaram Liquid Fund - Direct | May 31, 2024 | 100.82 | 2.17 | 0.61 |
|
Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Aggressive Hybrid Fund - (G) |
| Contact Persone | : | S Bharath |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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