Sundaram Aggressive Hybrid Monthly IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Aggressive Hybrid Monthly IDCW Payout Direct Plan

NAV
₹43.0627
+0.44%
(24 Jun)
AUM
6,146 Cr
TER
0.7%
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
+7.1%
+6.0%
+0.1%
+0.1%
+0.1%
+0.1%
3Y
+17.6%
+18.7%
+26.8%
+26.8%
+26.8%
+26.8%
5Y
+18.9%
+20.3%
+27.8%
+27.8%
+27.8%
+27.8%
ALL
NA
+16.5%
+14.4%
+14.4%
+13.4%
+13.4%
VOL
12.5%
-
15.4%
15.4%
14.5%
14.5%
TER
0.7%
-
0.6%
0.6%
0.6%
0.6%
AUM
₹6,146 Cr
-
₹822 Cr
₹822 Cr
₹822 Cr
₹822 Cr
INFO
0.00
-
0.93
0.93
0.92
0.92
See fund holdings as of 31st May
Top holdings
HDFC Bank Ltd
7.1%
Reliance Industries Ltd
5.6%
ICICI Bank Ltd
5.6%
7.1% Govt Stock 2034
5.1%
Cash Offset For Derivatives
3.7%
Bharti Airtel Ltd
3.3%
State Bank of India
3.2%
Treps
2.8%
Infosys Ltd
2.3%
Kotak Mahindra Bank Ltd
2.3%
Top industry exposure
Financial Services
25.1%
Consumer Cyclical
9.7%
Energy
6.9%
Technology
6.6%
Consumer Defensive
5.9%
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