How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.70 | 43.76 | 1.71 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 45.35 | 1.61 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Aggressive Hybrid Fund(M-IDCW) | 13.50% | 2.80% | 8.30% |
SBI Equity Hybrid Fund(IDCW-Payout) | 22.20% | 12.53% | 11.22% |
ICICI Pru Equity & Debt Fund(H-IDCW) | 16.54% | 11.46% | 11.37% |
HDFC Hybrid Equity Fund(IDCW) | 15.09% | 8.05% | 3.44% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
4.21 %
Holdings
4.10 %
Holdings
3.81 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,298.51 Cr.
S. Bharath
AUM: ₹38,192.78 Cr.
|
Exp: 7.11yrs
Clyton Richard Fernandes
AUM: ₹9,315.99 Cr.
|
Exp: 18yrs
Sandeep Agarwal
AUM: ₹21,013.23 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹25,880.11 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%