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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹184.7952
-0.40%
(22 Aug)
AUM
6,583 Cr
TER
0.69%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.1%
+5.3%
+3.1%
+1.6%
-2.1%
-5.1%
3Y
+20.4%
+19.5%
+13.9%
+15.4%
+21.1%
+22.2%
5Y
+25.0%
+21.7%
+17.5%
+17.9%
+24.6%
+22.6%
ALL
+17.7%
+14.8%
+20.6%
+12.9%
+16.9%
+14.4%
VOL
12.0%
12.7%
12.2%
-
14.5%
14.2%
TER
1.0%
0.4%
0.7%
-
0.7%
0.6%
AUM
₹44,605 Cr
₹2,994 Cr
₹6,583 Cr
-
₹1,258 Cr
₹841 Cr
INFO
1.47
1.17
1.69
-
1.17
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 Jul
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
6.4%
Cash Offset For Derivatives
6.0%
Reliance Industries Ltd
4.9%
7.1% Govt Stock 2034
4.7%
Bharti Airtel Ltd
3.1%
State Bank of India
2.8%
Treps
2.8%
Kotak Mahindra Bank Ltd
2.4%
Axis Bank Ltd
1.9%
Top industry exposure
Financial Services
29.4%
Consumer Cyclical
9.3%
Energy
6.0%
Industrials
5.8%
Consumer Defensive
5.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
85%
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