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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹174.0294
-0.17%
(28 Mar)
AUM
5,236 Cr
TER
0.08%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.8%
+11.0%
+9.3%
+8.9%
+8.1%
+8.0%
3Y
+18.1%
+18.6%
+13.3%
+21.1%
+13.2%
+17.2%
5Y
+25.0%
+29.4%
+21.0%
+28.8%
+21.4%
+29.2%
ALL
+14.6%
+17.6%
+20.7%
+14.3%
+13.6%
+16.5%
VOL
12.8%
12.1%
12.2%
14.3%
-
14.4%
TER
0.3%
1.0%
0.1%
0.7%
-
0.8%
AUM
₹2,290 Cr
₹38,507 Cr
₹5,236 Cr
₹729 Cr
-
₹974 Cr
INFO
1.14
1.45
1.70
1.00
-
1.14
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 28th Feb
Top holdings
7.1% Govt Stock 2034
5.9%
Sundaram Money Market Dir Gr
4.6%
ICICI Bank Ltd
4.5%
HDFC Bank Ltd
4.3%
Reliance Industries Ltd
4.1%
Bharti Airtel Ltd
3.0%
Infosys Ltd
3.0%
State Bank of India
2.5%
7.23% Govt Stock 2039
2.0%
Larsen & Toubro Ltd
1.9%
Top industry exposure
Financial Services
19.6%
Consumer Cyclical
11.2%
Technology
8.3%
Industrials
6.0%
Energy
5.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
57%
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