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
₹42.6296
+0.27%
(19 Aug)
AUM
6,583 Cr
TER
0.68%
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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.8%
+2.8%
-3.7%
-3.7%
-3.7%
-3.7%
3Y
+13.4%
+15.0%
+21.2%
+21.2%
+21.2%
+21.2%
5Y
+17.3%
+18.1%
+22.5%
+22.5%
+22.5%
+22.5%
ALL
NA
+12.9%
+12.9%
+12.9%
+14.0%
+14.0%
VOL
12.5%
-
14.4%
14.4%
15.4%
15.4%
TER
0.7%
-
0.6%
0.6%
0.6%
0.6%
AUM
₹6,583 Cr
-
₹841 Cr
₹841 Cr
₹841 Cr
₹841 Cr
INFO
0.00
-
0.90
0.90
0.91
0.91
See fund holdings as of 31st Jul
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
6.4%
Cash Offset For Derivatives
6.0%
Reliance Industries Ltd
4.9%
7.1% Govt Stock 2034
4.7%
Bharti Airtel Ltd
3.1%
State Bank of India
2.8%
Treps
2.8%
Kotak Mahindra Bank Ltd
2.4%
Axis Bank Ltd
1.9%
Top industry exposure
Financial Services
29.4%
Consumer Cyclical
9.3%
Energy
6.0%
Industrials
5.8%
Consumer Defensive
5.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
80%
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