Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Investment Information
- Hybrid
- Aggressive
- High
-
₹154.32
(-0.92%)
Current NAV 14-11-2024
-
25.4%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Investment Objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Basic Details
Key Information About Investing Details.
- CategoryAggressive
- KRAKARVY
- Inv. PlanGrowth
- Launched In01-Jan-13
- BenchmarkCRISIL Hybrid 35+65 Aggressive Index
- Fund TypeOpen Ended
- Fund HouseSundaram Mutual Fund
Investment Details
Check the Fund’s General Information
- Fund size4975.27 Cr.
- Min. Investment₹ 100
- Min. Sip Inv.₹ 100
- Min. Addl Inv.₹ 100
- Expense Ratio1.85%
- Turn over62%
- Exit LoadFor units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Fund Managers
Details of Managers and their Experience
Fund Manage : 14
Total AUM. : ₹14,140 Cr.
Fund Manage : 6
Total AUM. : ₹21,853 Cr.
Fund Manage : 9
Total AUM. : ₹10,070 Cr.
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
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.