Sundaram Aggressive Hybrid Fund Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
14.31
%
14.31
%
3Y annualised
+
0.27
%
0.27
%
1D
1M
6M
1Y
3Y
All
Fund size
4191
NAV:
Mar 7, 2024
142.247
Sector
Tech
Type
Other_schemes
Launched
Jan 2000
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
4.77
%
HDFC Bank Ltd
4.54
%
ICICI Bank Ltd
4.17
%
Infosys Ltd
3.25
%
Bharti Airtel Ltd
2.79
%
Larsen & Toubro Ltd
2.64
%
7.26% Govt Stock 2033
2.4
%
7.18% Govt Stock 2033
2.18
%
Sun Pharmaceuticals Industries Ltd
2.17
%
7.41% Govt Stock 2036
2.06
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Aggressive Hybrid Fund Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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