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SUSundaram MFDirect · IDCW

Sundaram Aggressive Hybrid Fund - Monthly IDCW Reinvestment- Direct Plan

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 31 Dec 2021₹41.59+0.84%
AUM₹9.3k Crfrom this fund's primary plan
Expense Ratio1.02%
CAGR—
Exit LoadNil upto 24% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y
Min SIP₹100from this fund's primary plan
Launched2013

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities

Fund Mandate

Debt & MMI including Cash and Cash Equivalents and units of Liquid/ Money Market/ Debt MF Schemes and Securitised Debt20%–35%
Equity & Equity Related Instruments65%–80%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
1.02%
₹100from this fund's primary plan
₹300
Nil upto 24% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y
Nil
Inception01 Jan 2013
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Aggressive Hybrid Fund - Monthly IDCW Reinvestment- Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.84%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.02%
Nil upto 24% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y
Nil
₹100from this fund's primary plan
₹300
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme