Hybrid
Direct
Aggressive Allocation
NAV as on 05-12-2024
₹ 182.78
▲0.4%
1D
Inception Returns
21.8%
/yr
Sundaram Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, S. Bharath, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Sundaram Aggressive Hybrid Fund Direct Growth has given a CAGR return of 21.80% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 23.75%, 14.32% and 17.29% respectively.
Sundaram Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Health, Energy, Consumer Defensive, Basic Materials, Communication, Utilities.
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Aggressive Hybrid Fund Direct Growth has no lock in period.
Expense ratio | 0.7% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹5358 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 61.77% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | High Risk |
as on (05-Dec-24)
as on (31-Oct-24)
Top 3 Sectors in October were Government, Corporate & Financial Services
Sundaram Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.21% | 2.21% |
6 Month Returns | 11.64% | 11.64% |
1 Year Returns | 23.75% | 23.75% |
3 Years Returns | 49.42% | 14.32% |
5 Years Returns | 121.96% | 17.29% |
AAA | 93.1 |
AA | 5.47 |