BSE - Delayed Quote INR
Sundaram Agg Hybrid Gr (0P00005WWG.BO)
157.30
+0.15
+(0.10%)
At close: April 30 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.54% |
| 5y Average Return | 18.63% |
| Number of Years Up | 20 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 29, 2025) | 36.30% |
| Worst 1Y Total Return (Apr 29, 2025) | -- |
| Best 3Y Total Return | 36.30% |
| Worst 3Y Total Return | 3.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00005WWG.BO
Category
- YTD
- -3.68%
- 0.00%
- 1-Month
- 5.99%
- 0.00%
- 3-Month
- -3.68%
- 0.00%
- 1-Year
- 7.31%
- 0.00%
- 3-Year
- 11.21%
- 0.00%
- 5-Year
- 19.54%
- 0.00%
- 10-Year
- 11.72%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00005WWG.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.68% | -- | -- | -- |
| 2024 | 5.13% | 8.30% | 7.32% | -4.16% |
| 2023 | -4.20% | 8.57% | 4.14% | 7.83% |
| 2022 | -1.33% | -7.02% | 8.94% | 3.06% |
| 2021 | 4.90% | 7.39% | 10.78% | 0.48% |
| 2020 | -18.92% | 12.98% | 7.65% | 17.96% |
| 2019 | 3.52% | -2.09% | -2.82% | 3.69% |
| 2018 | -3.82% | 1.51% | 0.23% | 0.61% |
| 2017 | 11.36% | 6.62% | 5.52% | 8.78% |
| 2016 | -3.47% | 8.56% | 8.70% | -3.31% |
| 2015 | 1.66% | 0.34% | -1.41% | 2.47% |
| 2014 | 5.16% | 17.46% | 3.67% | 5.39% |
| 2013 | -5.32% | 1.64% | -1.12% | 12.70% |
| 2012 | 15.86% | 0.10% | 8.12% | 7.01% |
| 2011 | -6.88% | -0.76% | -7.98% | -8.31% |
| 2010 | 0.78% | 1.67% | 9.35% | -1.63% |
| 2009 | -1.71% | 38.60% | 14.82% | 4.84% |
| 2008 | -21.41% | -11.70% | -3.47% | -16.76% |
| 2007 | -5.03% | 12.51% | 12.95% | 22.71% |
| 2006 | 16.40% | -11.83% | 10.80% | 5.60% |
| 2005 | 1.36% | 4.32% | 16.42% | 6.24% |
| 2004 | -0.17% | -9.92% | 14.34% | 15.78% |
| 2003 | -8.03% | 15.31% | 23.51% | 25.91% |
| 2002 | 5.38% | 0.58% | -6.24% | 9.91% |
| 2001 | -14.55% | -2.76% | -11.67% | 16.07% |
| 2000 | -15.51% | -11.39% | -4.74% | -- |
Rank in Category (By Total Return)
| YTD | 52 |
| 1-Month | 44 |
| 3-Month | 52 |
| 1-Year | 59 |
| 3-Year | 71 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 6.31% |
| 3-Year | 11.21% |
| 5-Year | 19.54% |
| 10-Year | 11.72% |
Performance & Risk
| YTD Return | -0.54% |
| 5y Average Return | 18.63% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Sundaram Asset Management Company Ltd |
| Net Assets | 2.13B |
| YTD Return | -3.68% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 01, 2013 |
Fund Summary
Fund Summary Information Not Available
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