Sundaram Aggressive Hybrid Fund Growth
Fund House: Sundaram Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index |
| TER: 2.15% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 8,793.32 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 87.3% | Exit Load: Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil |
153.8081
0.2 (0.1298%)
10.1%
Benchmark: 11.67%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
-7 Years -3 Months
-2 Years -3 Months
1 Years 6 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.88 |
| Sharpe Ratio | 0.2 |
| Alpha | 1.88 |
| Beta | 0.45 |
| Yield to Maturity | 7.21 |
| Average Maturity | 7.17 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund Growth | 01-01-2013 | -6.35 | -2.8 | 6.93 | 5.9 | 9.64 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.51%
Others
26.82%
Large Cap
38.85%
Mid Cap
18.82%
