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
₹41.9646
-0.61%
(9 Jan)
AUM
7,846 Cr
TER
0.64%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+5.8%
+5.8%
+1.9%
+1.9%
-0.2%
-0.2%
3Y
+14.6%
+13.4%
+20.6%
+20.6%
+20.2%
+20.2%
5Y
+13.9%
+13.4%
+20.5%
+20.5%
+17.9%
+17.9%
ALL
+12.2%
NA
+16.4%
+16.4%
+12.7%
+12.7%
VOL
-
12.3%
14.7%
14.7%
14.3%
14.3%
TER
-
0.6%
0.7%
0.7%
0.7%
0.7%
AUM
-
₹7,846 Cr
₹1,321 Cr
₹1,321 Cr
₹811 Cr
₹811 Cr
INFO
-
0.00
1.12
1.12
0.89
0.89
See fund holdings as of 30th Nov
Top holdings
HDFC Bank Ltd
7.5%
Treps
5.9%
ICICI Bank Ltd
5.0%
Reliance Industries Ltd
4.2%
Bharti Airtel Ltd
3.8%
7.1% Govt Stock 2034
3.4%
Sundaram Liquid Dir Gr
3.3%
Larsen & Toubro Ltd
3.1%
Mahindra & Mahindra Ltd
2.8%
Kotak Mahindra Bank Ltd
2.7%
Top industry exposure
Financial Services
25.6%
Industrials
8.4%
Consumer Cyclical
7.6%
Energy
5.2%
Basic Materials
4.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
94%
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