BSE - Delayed Quote INR
Sundaram Agg Hybrid Mn IDCW-T (0P0001LF4O.BO)
27.92
-0.01
(-0.05%)
At close: May 1 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.56% |
| 5y Average Return | 18.74% |
| Number of Years Up | 20 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 29, 2025) | 36.27% |
| Worst 1Y Total Return (Apr 29, 2025) | -- |
| Best 3Y Total Return | 36.27% |
| Worst 3Y Total Return | 3.94% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001LF4O.BO
Category
- YTD
- -3.69%
- 0.00%
- 1-Month
- 5.99%
- 0.00%
- 3-Month
- -3.69%
- 0.00%
- 1-Year
- 7.21%
- 0.00%
- 3-Year
- 11.09%
- 0.00%
- 5-Year
- 19.65%
- 0.00%
- 10-Year
- 11.46%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001LF4O.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.69% | -- | -- | -- |
| 2024 | 5.10% | 8.28% | 7.29% | -4.18% |
| 2023 | -4.23% | 8.53% | 4.11% | 7.80% |
| 2022 | -1.37% | -7.06% | 8.92% | 3.03% |
| 2021 | 4.93% | 7.33% | 10.75% | 0.46% |
| 2020 | -19.19% | 14.04% | 7.59% | 17.97% |
| 2019 | 3.16% | -2.44% | -3.18% | 3.35% |
| 2018 | -3.80% | 1.15% | -0.12% | 0.26% |
| 2017 | 11.36% | 6.60% | 5.53% | 8.78% |
| 2016 | -3.48% | 8.54% | 8.73% | -3.30% |
| 2015 | 1.68% | 0.35% | -1.43% | 2.46% |
| 2014 | 5.13% | 17.45% | 3.72% | 5.36% |
| 2013 | -5.32% | 1.59% | -1.08% | 12.71% |
| 2012 | 15.85% | 0.13% | 8.17% | 7.00% |
| 2011 | -6.85% | -0.72% | -7.99% | -8.33% |
| 2010 | 0.80% | 1.66% | 9.39% | -1.67% |
| 2009 | -1.75% | 38.68% | 14.79% | 4.83% |
| 2008 | -21.33% | -11.73% | -3.43% | -16.77% |
| 2007 | -5.05% | 12.55% | 12.90% | 22.64% |
| 2006 | 16.35% | -11.83% | 10.82% | 5.57% |
| 2005 | 1.36% | 4.25% | 16.43% | 6.29% |
| 2004 | -0.17% | -9.92% | 14.43% | 15.68% |
| 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 | 53 |
| 1-Month | 42 |
| 3-Month | 53 |
| 1-Year | 60 |
| 3-Year | 73 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 6.25% |
| 3-Year | 11.09% |
| 5-Year | 19.65% |
| 10-Year | 11.46% |
Performance & Risk
| YTD Return | -0.56% |
| 5y Average Return | 18.74% |
| Rank in Category (ytd) | 53 |
| % 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 | -3.69% |
| Yield | 10.99% |
| Morningstar Rating | |
| Inception Date | Jan 01, 2013 |
Fund Summary
Fund Summary Information Not Available
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