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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹188.9065
+0.29%
(10 Nov)
AUM
6,944 Cr
TER
0.68%
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
+9.5%
+7.1%
+4.8%
+4.2%
-0.1%
-1.4%
3Y
+19.3%
+18.4%
+13.4%
+14.6%
+19.7%
+21.1%
5Y
+26.2%
+21.0%
+16.6%
+17.2%
+23.0%
+21.7%
ALL
+17.6%
+14.7%
+20.4%
+12.9%
+16.6%
+14.3%
VOL
12.0%
12.6%
12.1%
-
14.4%
14.1%
TER
0.9%
0.4%
0.7%
-
0.7%
0.7%
AUM
₹46,392 Cr
₹3,161 Cr
₹6,944 Cr
-
₹1,280 Cr
₹796 Cr
INFO
1.47
1.16
1.69
-
1.15
1.01
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 Sep
Top holdings
HDFC Bank Ltd
7.3%
Cash Offset For Derivatives
6.3%
ICICI Bank Ltd
5.7%
Reliance Industries Ltd
4.6%
7.1% Govt Stock 2034
4.4%
Bharti Airtel Ltd
4.0%
State Bank of India
3.0%
Treps
2.8%
Kotak Mahindra Bank Ltd
2.7%
Larsen & Toubro Ltd
2.5%
Top industry exposure
Financial Services
30.3%
Consumer Cyclical
8.1%
Industrials
8.0%
Energy
5.7%
Basic Materials
4.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
90%
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