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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹185.5044
-0.48%
(11 Jul)
AUM
6,429 Cr
TER
0.7%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.2%
+8.2%
+6.0%
+4.0%
+2.9%
-0.3%
3Y
+22.5%
+22.6%
+16.9%
+17.6%
+24.9%
+25.6%
5Y
+23.2%
+26.4%
+18.8%
+19.3%
+28.1%
+23.8%
ALL
+15.0%
+17.8%
+20.9%
+13.3%
+17.4%
+14.8%
VOL
12.8%
12.1%
12.2%
-
14.5%
14.3%
TER
0.4%
1.0%
0.7%
-
0.8%
0.6%
AUM
₹2,749 Cr
₹44,552 Cr
₹6,429 Cr
-
₹1,198 Cr
₹822 Cr
INFO
1.18
1.47
1.71
-
1.20
1.03
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 May
Top holdings
HDFC Bank Ltd
7.1%
Reliance Industries Ltd
5.6%
ICICI Bank Ltd
5.6%
7.1% Govt Stock 2034
5.1%
Cash Offset For Derivatives
3.7%
Bharti Airtel Ltd
3.3%
State Bank of India
3.2%
Treps
2.8%
Infosys Ltd
2.3%
Kotak Mahindra Bank Ltd
2.3%
Top industry exposure
Financial Services
25.1%
Consumer Cyclical
9.7%
Energy
6.9%
Technology
6.6%
Consumer Defensive
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
80%
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