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Sundaram Aggressive Hybrid Fund - Direct Plan

Fund :	Sundaram Mutual Fund
Category :	Equity - Hybrid
Type :	Open Ended
NAV(15/05/2025)	183.6082

Percentage Returns :

1 Month Ago :	5.21%
3 Months Ago :	8.88%
1 Year Ago :	13.36%

Snapshot

Inception Date	01/01/2013	Fund Manager	Mr. Dwijendra Srivastava
Initial Price	10.00	Min. Invest.	` 300
Objectives	The objective is to provide long term appreciation and current income by investing in a portfolio of equity & equity related securities and fixed income securities.
Entry Load	Nil
Exit Load	If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Scheme Plan	Growth
Scheme Class	Equity - Hybrid
Scheme Type	Open Ended

Trailing Returns

Type	1 Mth(in %)	3 Mths(in %)	1 Yr(in %)	3 Yrs(in %)
Scheme	5.21	8.88	13.36	17.44
Category	3.42	5.58	8.9	33.87
Sensex	7.55	8.68	13.08	16.06
Nifty	7.43	9.3	12.89	16.67

NAV Chart

Other Options

Options	NAV( ₹ )
Growth	183.6082 (15/05/2025)
Monthly IDCW Reinvestment	43.6634 (15/05/2025)
IDCW-Monthly	43.6634 (15/05/2025)

Scheme Size

Holding Date	Value ( ₹ Cr)
30/04/2025	5924.35
31/03/2025	5618.99
28/02/2025	5236.37
31/01/2025	5435.68
31/12/2024	5543.80

Mutual Fund

Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : babamj@sundarammutual.com
Web : https://www.sundarammutual.com

Registrar

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