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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹191.7347
+0.29%
(20 Nov)
AUM
7,333 Cr
TER
0.68%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.1%
+11.2%
+8.4%
+8.0%
+4.4%
+2.1%
3Y
+20.1%
+18.9%
+14.0%
+15.1%
+20.3%
+21.1%
5Y
+25.3%
+20.2%
+16.2%
+16.7%
+22.5%
+20.6%
ALL
+17.7%
+14.7%
+20.4%
+12.8%
+16.6%
+14.3%
VOL
11.9%
12.6%
12.1%
-
14.4%
14.1%
TER
0.9%
0.4%
0.7%
-
0.7%
0.7%
AUM
₹48,071 Cr
₹3,317 Cr
₹7,333 Cr
-
₹1,326 Cr
₹816 Cr
INFO
1.48
1.17
1.69
-
1.16
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 31st Oct
Top holdings
Treps
10.4%
HDFC Bank Ltd
7.2%
ICICI Bank Ltd
4.9%
Reliance Industries Ltd
4.0%
Bharti Airtel Ltd
3.8%
7.1% Govt Stock 2034
3.5%
Larsen & Toubro Ltd
3.1%
Kotak Mahindra Bank Ltd
2.7%
Mahindra & Mahindra Ltd
2.5%
Embassy Office Parks REIT
2.0%
Top industry exposure
Financial Services
25.8%
Industrials
8.4%
Consumer Cyclical
7.6%
Energy
5.0%
Basic Materials
4.7%
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