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
₹41.5879
+1.61%
(3 Feb)
AUM
7,846 Cr
TER
0.73%
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
+9.1%
+8.7%
+1.8%
+1.8%
+1.8%
+1.8%
3Y
+14.3%
+15.1%
+19.2%
+19.2%
+19.2%
+19.2%
5Y
+12.9%
+13.6%
+16.8%
+16.8%
+16.8%
+16.8%
ALL
NA
+12.1%
+12.3%
+12.3%
+13.4%
+13.4%
VOL
12.3%
-
14.3%
14.3%
15.2%
15.2%
TER
0.7%
-
0.7%
0.7%
0.7%
0.7%
AUM
₹7,846 Cr
-
₹785 Cr
₹785 Cr
₹785 Cr
₹785 Cr
INFO
0.00
-
0.86
0.86
0.88
0.88
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
7.3%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.2%
Bharti Airtel Ltd
3.8%
7.1% Govt Stock 2034
3.3%
Larsen & Toubro Ltd
3.2%
Treps
3.1%
Sundaram Liquid Dir Gr
2.9%
Mahindra & Mahindra Ltd
2.8%
Kotak Mahindra Bank Ltd
2.7%
Top industry exposure
Financial Services
26.5%
Consumer Cyclical
9.0%
Industrials
8.1%
Energy
5.2%
Technology
4.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
93%
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