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
₹42.3001
+0.14%
(24 Apr)
AUM
4,436 Cr
TER
0.78%
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
+56.7%
+56.7%
+56.7%
+56.7%
+30.5%
+25.7%
3Y
+26.0%
+26.0%
+26.0%
+26.0%
+16.9%
+15.7%
5Y
+20.3%
+20.3%
+20.3%
+20.3%
+14.8%
+13.6%
ALL
+13.9%
+13.9%
+14.9%
+14.9%
+13.9%
NA
VOL
14.6%
14.6%
15.6%
15.6%
-
12.6%
TER
0.3%
0.3%
0.3%
0.3%
-
0.8%
AUM
₹223 Cr
₹223 Cr
₹223 Cr
₹223 Cr
-
₹4,436 Cr
INFO
0.95
0.95
0.96
0.96
-
0.00
See fund holdings as of 29th Feb
Top holdings
Reliance Industries Ltd
5.2%
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.1%
Infosys Ltd
3.2%
Bharti Airtel Ltd
2.6%
7.18% Govt Stock 2033
2.6%
Larsen & Toubro Ltd
2.6%
Kalyan Jewellers India Ltd
2.3%
Cash And Other Net Current Assets
2.3%
Sun Pharmaceuticals Industries Ltd
2.3%
Top industry exposure
Financial Services
21.0%
Consumer Cyclical
10.2%
Industrials
7.9%
Technology
6.7%
Consumer Defensive
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
69%
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
Ravi Gopalakrishnan
S. Bharath
Sandeep Agarwal

FAQs