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BSE - Delayed Quote INR

Sundaram Agg Hybrid Dir Gr (0P0000XVBY.BO)

179.78
-0.08
(-0.05%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -0.24%
5y Average Return 19.71%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (Apr 30, 2025) 38.19%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 38.19%
Worst 3Y Total Return 6.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000XVBY.BO
Category
YTD
-3.42%
0.00%
1-Month
6.08%
0.00%
3-Month
-3.42%
0.00%
1-Year
8.52%
0.00%
3-Year
12.53%
0.00%
5-Year
20.99%
0.00%
10-Year
13.01%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000XVBY.BO
Category
2025
--
--
2024
18.46%
--
2023
18.21%
--
2022
4.27%
--
2021
26.95%
--
2020
17.77%
--
2019
3.46%
--
2018
-0.49%
--

2017
38.19%
--
2016
11.09%
--
2015
3.84%
--
2014
36.06%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.42% -- -- --
2024 5.43% 8.61% 7.64% -3.88%
2023 -3.88% 8.88% 4.44% 8.14%
2022 -1.03% -6.74% 9.27% 3.38%
2021 5.23% 7.71% 11.14% 0.79%
2020 -18.67% 13.35% 7.96% 18.33%
2019 3.89% -1.79% -2.52% 4.02%
2018 -3.43% 1.73% 0.44% 0.85%
2017 11.72% 6.91% 5.90% 9.25%
2016 -3.29% 8.77% 8.94% -3.06%

2015 1.85% 0.53% -1.22% 2.67%
2014 5.36% 17.72% 3.90% 5.58%
2013 1.85% -0.91% 12.95% --

Rank in Category (By Total Return)

YTD 45
1-Month 36
3-Month 45
1-Year 45
3-Year 43
5-Year 43

Load Adjusted Returns

1-Year 7.52%
3-Year 12.53%
5-Year 20.99%
10-Year 13.01%

Performance & Risk

YTD Return -0.24%
5y Average Return 19.71%
Rank in Category (ytd) 45
% 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 -3.42%
Yield 0.00%
Morningstar Rating
Inception Date Jan 01, 2013

Fund Summary

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