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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹168.3698
-0.54%
(21 Feb)
AUM
5,436 Cr
TER
0.82%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.4%
+8.7%
+7.3%
+6.9%
+6.6%
+4.7%
3Y
+17.2%
+17.6%
+20.5%
+11.9%
+12.4%
+16.2%
5Y
+18.2%
+21.4%
+22.8%
+14.9%
+14.8%
+21.7%
ALL
+14.6%
+17.4%
+14.3%
+20.6%
+13.4%
+16.3%
VOL
12.8%
12.1%
14.3%
12.2%
-
14.4%
TER
0.4%
1.0%
0.7%
0.8%
-
0.8%
AUM
₹2,371 Cr
₹39,770 Cr
₹752 Cr
₹5,436 Cr
-
₹1,052 Cr
INFO
1.14
1.44
1.00
1.68
-
1.13
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
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.
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Clyton Fernandes

FAQs