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
₹38.7648
+0.66%
(17 Mar)
AUM
8,142 Cr
TER
0.74%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.5%
+12.5%
+9.6%
+9.6%
+6.9%
+4.6%
3Y
+18.9%
+18.9%
+17.9%
+17.9%
+13.9%
+12.7%
5Y
+17.3%
+17.3%
+17.5%
+17.5%
+12.0%
+11.4%
ALL
+15.3%
+15.3%
+16.6%
+16.6%
+11.3%
NA
VOL
14.7%
14.7%
13.4%
13.4%
-
12.3%
TER
0.7%
0.7%
0.9%
0.9%
-
0.7%
AUM
₹1,360 Cr
₹1,360 Cr
₹50,205 Cr
₹50,205 Cr
-
₹8,142 Cr
INFO
1.04
1.04
1.23
1.23
-
0.00
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
6.9%
Treps
5.9%
ICICI Bank Ltd
4.8%
Reliance Industries Ltd
3.8%
Larsen & Toubro Ltd
3.7%
Bharti Airtel Ltd
3.4%
6.48% Gs 2035
2.8%
Mahindra & Mahindra Ltd
2.7%
Kotak Mahindra Bank Ltd
2.6%
Bajaj Finance Ltd
2.2%
Top industry exposure
Financial Services
25.3%
Industrials
9.3%
Consumer Cyclical
9.3%
Technology
5.8%
Energy
5.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
92%
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