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
₹42.9338
+0.56%
(16 Sep)
AUM
6,680 Cr
TER
0.69%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+0.3%
+0.2%
-4.9%
-4.9%
-4.9%
-4.9%
3Y
+12.9%
+14.3%
+21.5%
+21.5%
+21.5%
+21.5%
5Y
+17.1%
+17.9%
+23.1%
+23.1%
+23.1%
+23.1%
ALL
NA
+12.7%
+13.2%
+13.2%
+14.3%
+14.3%
VOL
12.5%
-
14.4%
14.4%
15.3%
15.3%
TER
0.7%
-
0.7%
0.7%
0.7%
0.7%
AUM
₹6,680 Cr
-
₹804 Cr
₹804 Cr
₹804 Cr
₹804 Cr
INFO
0.00
-
0.92
0.92
0.93
0.93
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
6.1%
Reliance Industries Ltd
4.8%
Cash Offset For Derivatives
4.7%
7.1% Govt Stock 2034
4.6%
Bharti Airtel Ltd
3.6%
State Bank of India
2.8%
Kotak Mahindra Bank Ltd
2.8%
Larsen & Toubro Ltd
2.5%
Embassy Office Parks REIT
2.0%
Top industry exposure
Financial Services
29.7%
Consumer Cyclical
7.8%
Industrials
7.3%
Energy
5.7%
Consumer Defensive
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