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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹178.1211
-1.23%
(20 Dec)
AUM
5,469 Cr
TER
0.71%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+32.4%
+31.3%
+24.0%
+20.4%
+20.3%
+19.7%
3Y
+25.2%
+21.0%
+20.2%
+20.9%
+15.5%
+14.4%
5Y
+25.2%
+28.3%
+19.8%
+21.8%
+16.7%
+16.6%
ALL
+15.4%
+18.7%
+15.2%
+17.8%
+13.9%
+21.4%
VOL
14.3%
14.1%
12.8%
12.1%
-
12.3%
TER
0.7%
0.8%
0.4%
1.0%
-
0.7%
AUM
₹720 Cr
₹1,054 Cr
₹2,267 Cr
₹40,203 Cr
-
₹5,469 Cr
INFO
1.08
1.32
1.19
1.47
-
1.75
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 Oct
Top holdings
7.1% Govt Stock 2034
5.8%
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.1%
Reliance Industries Ltd
3.8%
Treps
3.1%
Bharti Airtel Ltd
3.0%
Infosys Ltd
2.9%
Kalyan Jewellers India Ltd
2.8%
Cash And Other Net Current Assets^
2.1%
7.23% Govt Stock 2039
1.9%
Top industry exposure
Financial Services
18.4%
Consumer Cyclical
13.9%
Industrials
7.5%
Technology
6.9%
Healthcare
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
67%
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