Sundaram Aggressive Hybrid Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 27.57 | 15.15 | 13.26 | 12.65 |
Average Rolling Returns(%) | 14.81 | 14.22 | 12.69 | 12.17 |
The Current NAV of Sundaram Aggressive Hybrid Fund - Growth is ₹144.61.
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 fund’s expense ratio is 1.86%
The process for redemption is
The AUM of Sundaram Aggressive Hybrid Fund - Growth is currently ₹4,579 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 55% 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 42.10 and PB ratio is 6.39
The asset allocation of Sundaram Aggressive Hybrid Fund - Growth is Stocks : 72.08%, Debt : 25.63% and Gold : 2.34%
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