Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Investment Information

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₹159.58 (-0.92%)
Current NAV 17-12-2024
19.55%
Returns
Min. SIP ₹100

Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment Objective

To provide long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Basic Details

Key Information About Investing Details.

CategoryAggressive
KRAKARVY
Inv. PlanGrowth
Launched In14-Jan-00
BenchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund TypeOpen Ended
Fund HouseSundaram Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size5358.42 Cr.
Min. Investment₹100
Min. Sip Inv.₹100
Min. Addl Inv.₹100
Expense Ratio1.83%
Turn over62%
Exit LoadSundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Dwijendra Srivastava

Fund Manage : 14

Total AUM. : ₹14,140 Cr.

Ravi Gopalakrishnan

Fund Manage : 6

Total AUM. : ₹21,853 Cr.

Sandeep Agarwal

Fund Manage : 9

Total AUM. : ₹10,070 Cr.

S Bharath

Fund Manage : 3

Total AUM. : ₹13,985 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCSundaram Mutual Fund
Emaildhirent@sundarammutual.com
Office No 044-28583362/3367
Websitehttps://www.sundarammutual.com
Address Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014

Is this right fund for you?

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What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.