Investment Objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities .
Category
- Hybrid - Aggressive Hybrid Fund
Benchmark
- CRISIL Hybrid 35+65 - Aggressive Index
Returns
Absolute
1M
3.54%
3M
9.45%
6M
9.22%
Annualised
1Y
4.50%
3Y
16.78%
5Y
10.22%
Historical NAV
NAV for scheme Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
is
Growth of
10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
3106.16 Cr
Sundaram Aggressive Hybrid Fund - Regular Plan Growth AUM is 32% lower than other schemes in the category
Load
Entry Load -
NIL
Exit Load -
Nil upto 25% of units within 1Y 1% in excess of limit within 1Y Nil after 1Y
Lock In Period -
NIL
Expense Ratio
2.01%
Turnover Ratio
73.00%
