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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹172.6434
-1.25%
(21 Jan)
AUM
5,544 Cr
TER
0.7%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+18.2%
+16.2%
+15.4%
+14.1%
+13.9%
+12.6%
3Y
+17.3%
+16.0%
+20.8%
+17.7%
+12.6%
+11.8%
5Y
+19.2%
+25.2%
+24.1%
+21.0%
+16.0%
+15.7%
ALL
+15.0%
+17.5%
+14.8%
+17.6%
+14.0%
+21.0%
VOL
12.8%
14.2%
14.3%
12.1%
-
12.2%
TER
0.3%
0.8%
0.7%
1.0%
-
0.7%
AUM
₹2,363 Cr
₹1,108 Cr
₹763 Cr
₹39,770 Cr
-
₹5,544 Cr
INFO
1.17
1.23
1.03
1.45
-
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