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
7.1% Govt Stock 2034
5.7%
Treps
4.4%
HDFC Bank Ltd
4.1%
ICICI Bank Ltd
4.1%
Reliance Industries Ltd
4.0%
Infosys Ltd
3.2%
Bharti Airtel Ltd
3.0%
Larsen & Toubro Ltd
2.1%
State Bank of India
2.0%
7.23% Govt Stock 2039
1.9%
Top industry exposure
Financial Services
18.0%
Consumer Cyclical
12.2%
Technology
8.0%
Industrials
7.2%
Healthcare
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
56%
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.