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

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹183.7190
+0.86%
(20 Jun)
AUM
6,146 Cr
TER
0.7%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+10.8%
+10.5%
+7.4%
+5.9%
+2.5%
-0.0%
3Y
+24.2%
+23.9%
+18.2%
+19.4%
+25.8%
+27.6%
5Y
+26.7%
+23.6%
+19.5%
+20.4%
+28.4%
+28.5%
ALL
+17.8%
+15.0%
+20.8%
+16.6%
+17.2%
+14.7%
VOL
12.1%
12.8%
12.2%
-
14.6%
14.3%
TER
1.0%
0.4%
0.7%
-
0.8%
0.6%
AUM
₹43,159 Cr
₹2,749 Cr
₹6,146 Cr
-
₹1,198 Cr
₹822 Cr
INFO
1.47
1.17
1.70
-
1.18
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 30th Apr
Top holdings
HDFC Bank Ltd
5.6%
ICICI Bank Ltd
5.6%
Reliance Industries Ltd
5.5%
7.1% Govt Stock 2034
5.3%
Bharti Airtel Ltd
3.3%
Treps
2.9%
State Bank of India
2.8%
Axis Bank Ltd
2.3%
Kotak Mahindra Bank Ltd
2.2%
Infosys Ltd
2.2%
Top industry exposure
Financial Services
22.6%
Consumer Cyclical
9.9%
Technology
7.0%
Energy
6.9%
Consumer Defensive
6.1%
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