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
₹41.0598
-0.77%
(24 Feb)
AUM
7,934 Cr
TER
0.74%
Risk
High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.3%
+15.3%
+12.4%
+12.0%
+7.4%
+7.4%
3Y
+20.6%
+20.6%
+15.5%
+14.7%
+19.8%
+19.8%
5Y
+19.8%
+19.8%
+13.1%
+12.4%
+16.7%
+16.7%
ALL
+16.0%
+16.0%
+11.9%
NA
+13.6%
+13.6%
VOL
14.7%
14.7%
-
12.3%
15.2%
15.2%
TER
0.7%
0.7%
-
0.7%
0.8%
0.8%
AUM
₹1,329 Cr
₹1,329 Cr
-
₹7,934 Cr
₹753 Cr
₹753 Cr
INFO
1.09
1.09
-
0.00
0.89
0.89
See fund holdings as of 31st Jan
Top holdings
HDFC Bank Ltd
7.3%
ICICI Bank Ltd
4.8%
Treps
3.8%
Reliance Industries Ltd
3.8%
Bharti Airtel Ltd
3.7%
Larsen & Toubro Ltd
3.4%
7.10% Gs 2034
3.2%
Mahindra & Mahindra Ltd
2.8%
Kotak Mahindra Bank Ltd
2.6%
Bajaj Finance Ltd
2.1%
Top industry exposure
Financial Services
26.7%
Industrials
9.0%
Consumer Cyclical
9.0%
Energy
4.9%
Technology
4.5%
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