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
₹41.6925
+0.85%
(2 Apr)
AUM
5,236 Cr
TER
0.08%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below 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
+8.8%
+8.8%
+8.8%
+8.8%
+6.8%
+5.4%
3Y
+20.7%
+20.7%
+20.7%
+20.7%
+11.8%
+12.0%
5Y
+29.6%
+29.6%
+29.6%
+29.6%
+21.3%
+21.7%
ALL
+12.9%
+12.9%
+14.1%
+14.1%
NA
+13.4%
VOL
14.5%
14.5%
15.4%
15.4%
12.5%
-
TER
0.7%
0.7%
0.7%
0.7%
0.1%
-
AUM
₹729 Cr
₹729 Cr
₹729 Cr
₹729 Cr
₹5,236 Cr
-
INFO
0.89
0.89
0.91
0.91
0.00
-
See fund holdings as of 28th Feb
Top holdings
7.1% Govt Stock 2034
5.9%
Sundaram Money Market Dir Gr
4.6%
ICICI Bank Ltd
4.5%
HDFC Bank Ltd
4.3%
Reliance Industries Ltd
4.1%
Bharti Airtel Ltd
3.0%
Infosys Ltd
3.0%
State Bank of India
2.5%
7.23% Govt Stock 2039
2.0%
Larsen & Toubro Ltd
1.9%
Top industry exposure
Financial Services
19.6%
Consumer Cyclical
11.2%
Technology
8.3%
Industrials
6.0%
Energy
5.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
57%
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