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
₹42.8099
-0.68%
(25 Jul)
AUM
6,429 Cr
TER
0.68%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+4.2%
+3.5%
-2.4%
-2.4%
-2.4%
-2.4%
3Y
+15.6%
+16.6%
+24.0%
+24.0%
+24.0%
+24.0%
5Y
+17.8%
+18.7%
+23.3%
+23.3%
+23.3%
+23.3%
ALL
NA
+13.1%
+14.3%
+14.3%
+13.3%
+13.3%
VOL
12.5%
-
15.4%
15.4%
14.4%
14.4%
TER
0.7%
-
0.5%
0.5%
0.5%
0.5%
AUM
₹6,429 Cr
-
₹862 Cr
₹862 Cr
₹862 Cr
₹862 Cr
INFO
0.00
-
0.93
0.93
0.92
0.92
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
7.3%
Reliance Industries Ltd
5.4%
ICICI Bank Ltd
5.3%
7.1% Govt Stock 2034
4.9%
Cash Offset For Derivatives
3.6%
Bharti Airtel Ltd
3.4%
Treps
3.1%
State Bank of India
2.9%
Kotak Mahindra Bank Ltd
2.3%
Infosys Ltd
2.3%
Top industry exposure
Financial Services
25.5%
Consumer Cyclical
9.8%
Energy
6.4%
Technology
6.0%
Industrials
5.4%
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