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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹188.0935
+0.19%
(20 Feb)
AUM
7,934 Cr
TER
0.74%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.2%
+14.2%
+13.2%
+11.2%
+11.1%
+6.5%
3Y
+19.8%
+20.0%
+18.7%
+15.1%
+14.4%
+19.1%
5Y
+19.8%
+19.8%
+16.6%
+13.2%
+12.7%
+16.5%
ALL
+17.3%
+16.1%
+18.7%
+12.0%
+19.9%
+13.8%
VOL
11.9%
14.3%
12.3%
-
12.0%
14.1%
TER
0.9%
0.7%
0.4%
-
0.7%
0.8%
AUM
₹49,257 Cr
₹1,329 Cr
₹2,115 Cr
-
₹7,934 Cr
₹753 Cr
INFO
1.45
1.13
1.53
-
1.66
0.98
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 Jan
Top holdings
HDFC Bank Ltd
7.3%
ICICI Bank Ltd
4.8%
Treps
3.8%
Reliance Industries Ltd
3.8%
Bharti Airtel Ltd
3.7%
Larsen & Toubro Ltd
3.4%
7.10% Gs 2034
3.2%
Mahindra & Mahindra Ltd
2.8%
Kotak Mahindra Bank Ltd
2.6%
Bajaj Finance Ltd
2.1%
Top industry exposure
Financial Services
26.7%
Industrials
9.0%
Consumer Cyclical
9.0%
Energy
4.9%
Technology
4.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
92%
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