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 Oct
Top holdings
7.1% Govt Stock 2034
5.8%
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.1%
Reliance Industries Ltd
3.8%
Treps
3.1%
Bharti Airtel Ltd
3.0%
Infosys Ltd
2.9%
Kalyan Jewellers India Ltd
2.8%
Cash And Other Net Current Assets^
2.1%
7.23% Govt Stock 2039
1.9%
Top industry exposure
Financial Services
18.4%
Consumer Cyclical
13.9%
Industrials
7.5%
Technology
6.9%
Healthcare
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
67%
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.