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
₹42.6593
-0.02%
(7 Nov)
AUM
6,944 Cr
TER
0.68%
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
+4.7%
+4.2%
-1.8%
-1.8%
-1.8%
-1.8%
3Y
+13.3%
+14.6%
+21.4%
+21.4%
+21.4%
+21.4%
5Y
+16.5%
+17.2%
+21.7%
+21.7%
+21.7%
+21.7%
ALL
NA
+12.9%
+14.1%
+14.1%
+13.0%
+13.0%
VOL
12.4%
-
15.3%
15.3%
14.3%
14.3%
TER
0.7%
-
0.7%
0.7%
0.7%
0.7%
AUM
₹6,944 Cr
-
₹796 Cr
₹796 Cr
₹796 Cr
₹796 Cr
INFO
0.00
-
0.92
0.92
0.91
0.91
See fund holdings as of 30th Sep
Top holdings
HDFC Bank Ltd
7.3%
Cash Offset For Derivatives
6.3%
ICICI Bank Ltd
5.7%
Reliance Industries Ltd
4.6%
7.1% Govt Stock 2034
4.4%
Bharti Airtel Ltd
4.0%
State Bank of India
3.0%
Treps
2.8%
Kotak Mahindra Bank Ltd
2.7%
Larsen & Toubro Ltd
2.5%
Top industry exposure
Financial Services
30.3%
Consumer Cyclical
8.1%
Industrials
8.0%
Energy
5.7%
Basic Materials
4.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
90%
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