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
₹43.0169
+0.17%
(4 Jun)
AUM
5,924 Cr
TER
0.7%
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
+8.7%
+7.0%
+1.1%
+1.1%
+1.1%
+1.1%
3Y
+15.8%
+16.7%
+24.1%
+24.1%
+24.1%
+24.1%
5Y
+19.6%
+20.2%
+28.1%
+28.1%
+28.1%
+28.1%
ALL
NA
+13.6%
+13.1%
+13.1%
+14.2%
+14.2%
VOL
12.6%
-
14.5%
14.5%
15.4%
15.4%
TER
0.7%
-
0.6%
0.6%
0.6%
0.6%
AUM
₹5,924 Cr
-
₹802 Cr
₹802 Cr
₹802 Cr
₹802 Cr
INFO
0.00
-
0.90
0.90
0.92
0.92
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
5.8%
7.1% Govt Stock 2034
5.5%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.7%
Sundaram Money Market Dir Gr
3.6%
Bharti Airtel Ltd
3.2%
State Bank of India
2.9%
Infosys Ltd
2.6%
Axis Bank Ltd
2.3%
Kotak Mahindra Bank Ltd
2.2%
Top industry exposure
Financial Services
22.0%
Consumer Cyclical
11.5%
Technology
7.8%
Energy
6.3%
Industrials
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
73%
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