SUNDARAM AGGRESSIVE HYBRID FUND(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
SUNDARAM AGGRESSIVE HYBRID FUND(G)	market linked	27.45 %	14.71 %	13.14 %
BenchMark : CRISIL Hybrid 35+65 - Aggressive Index	BenchMark Return	25.22	14.20	14.43
Value of Rs. 1,00,000 Invested	current value	127450	150939	185387

scheme objective	The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities
Category	Mutual Fund > Hybrid > Aggressive Hybrid Fund
Fund Type	Open Ended
Fund Manager	S. Bharath
Minimum Amount for Lumpsum Investment (Rs.)	100
Minimum Amount for SIP Investment (Rs.)	100
Nav Date	29/04/2024
Nav	144.60
AUM (Cr.)	4436.04
AUM Date	31/03/2024
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2024
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	Nil upto 25% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.