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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹182.7029
-0.16%
(30 May)
AUM
5,924 Cr
TER
0.7%
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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.2%
+12.4%
+11.3%
+9.9%
+9.3%
+3.7%
3Y
+21.5%
+21.8%
+16.4%
+24.0%
+17.1%
+24.9%
5Y
+24.4%
+27.5%
+20.6%
+29.5%
+21.0%
+29.2%
ALL
+14.9%
+17.8%
+20.9%
+17.4%
+13.6%
+14.5%
VOL
12.8%
12.1%
12.2%
14.6%
-
14.3%
TER
0.4%
1.0%
0.7%
0.8%
-
0.6%
AUM
₹2,612 Cr
₹42,340 Cr
₹5,924 Cr
₹1,095 Cr
-
₹802 Cr
INFO
1.16
1.47
1.71
1.19
-
1.02
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 Mar
Top holdings
HDFC Bank Ltd
5.8%
7.1% Govt Stock 2034
5.5%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.7%
Sundaram Money Market Dir Gr
3.6%
Bharti Airtel Ltd
3.2%
State Bank of India
2.9%
Infosys Ltd
2.6%
Axis Bank Ltd
2.3%
Kotak Mahindra Bank Ltd
2.2%
Top industry exposure
Financial Services
22.0%
Consumer Cyclical
11.5%
Technology
7.8%
Energy
6.3%
Industrials
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
73%
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