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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹170.6781
-1.41%
(11 Feb)
AUM
5,544 Cr
TER
0.7%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+19.7%
+14.7%
+12.9%
+12.3%
+11.2%
+10.6%
3Y
+16.6%
+17.9%
+21.9%
+18.1%
+12.0%
+12.5%
5Y
+15.7%
+18.9%
+23.9%
+21.7%
+15.6%
+15.6%
ALL
+14.2%
+14.8%
+14.8%
+17.7%
+20.9%
+13.5%
VOL
12.7%
12.8%
14.3%
12.1%
12.2%
-
TER
0.8%
0.3%
0.7%
1.0%
0.7%
-
AUM
₹598 Cr
₹2,363 Cr
₹763 Cr
₹39,770 Cr
₹5,544 Cr
-
INFO
1.12
1.16
1.04
1.46
1.71
-
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 31st Dec
Top holdings
7.1% Govt Stock 2034
5.6%
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.0%
Reliance Industries Ltd
3.5%
Infosys Ltd
3.2%
Bharti Airtel Ltd
2.9%
Kalyan Jewellers India Ltd
2.6%
Treps
2.3%
Larsen & Toubro Ltd
2.1%
7.23% Govt Stock 2039
1.9%
Top industry exposure
Financial Services
17.4%
Consumer Cyclical
13.5%
Technology
7.7%
Industrials
7.5%
Healthcare
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
66%
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