Sundaram Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹190.7876
+0.44%
(12 Dec)
AUM
7,655 Cr
TER
0.67%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.0%
+6.1%
+4.3%
+3.0%
-4.2%
-5.3%
3Y
+19.6%
+18.1%
+13.4%
+14.4%
+19.3%
+18.2%
5Y
+22.8%
+19.6%
+15.2%
+15.4%
+19.1%
+21.1%
ALL
+17.6%
+19.5%
+20.3%
+12.5%
+14.1%
+16.3%
VOL
11.9%
12.4%
12.0%
-
14.1%
14.4%
TER
0.9%
0.5%
0.7%
-
0.7%
0.7%
AUM
₹48,071 Cr
₹2,047 Cr
₹7,655 Cr
-
₹816 Cr
₹1,321 Cr
INFO
1.47
1.58
1.69
-
1.00
1.13
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Aggressive Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
HDFC Bank Ltd
7.5%
Treps
5.9%
ICICI Bank Ltd
5.0%
Reliance Industries Ltd
4.2%
Bharti Airtel Ltd
3.8%
7.1% Govt Stock 2034
3.4%
Sundaram Liquid Dir Gr
3.3%
Larsen & Toubro Ltd
3.1%
Mahindra & Mahindra Ltd
2.8%
Kotak Mahindra Bank Ltd
2.7%
Top industry exposure
Financial Services
25.6%
Industrials
8.4%
Consumer Cyclical
7.6%
Energy
5.2%
Basic Materials
4.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
942%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Clyton Fernandes

FAQs