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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹174.9892
-1.48%
(13 Mar)
AUM
8,142 Cr
TER
0.74%
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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.5%
+11.5%
+9.0%
+8.8%
+7.9%
+5.0%
3Y
+19.0%
+18.3%
+16.9%
+17.0%
+13.7%
+12.7%
5Y
+18.0%
+18.3%
+15.5%
+15.0%
+11.8%
+10.9%
ALL
+15.7%
+16.8%
+13.9%
+17.6%
+11.4%
+19.1%
VOL
14.3%
11.9%
12.6%
12.3%
-
12.0%
TER
0.7%
0.9%
0.4%
0.6%
-
0.7%
AUM
₹1,360 Cr
₹50,205 Cr
₹3,546 Cr
₹2,197 Cr
-
₹8,142 Cr
INFO
1.10
1.41
1.11
1.43
-
1.59
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