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
₹42.9459
+0.26%
(19 Nov)
AUM
7,333 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
In beta. Send feedback here.
Compare with other fund
1Y
+8.6%
+8.0%
+3.0%
+3.0%
+3.0%
+3.0%
3Y
+13.8%
+15.1%
+21.3%
+21.3%
+21.3%
+21.3%
5Y
+15.8%
+16.7%
+20.6%
+20.6%
+20.6%
+20.6%
ALL
NA
+12.8%
+14.2%
+14.2%
+13.1%
+13.1%
VOL
12.4%
-
15.3%
15.3%
14.3%
14.3%
TER
0.7%
-
0.7%
0.7%
0.7%
0.7%
AUM
₹7,333 Cr
-
₹816 Cr
₹816 Cr
₹816 Cr
₹816 Cr
INFO
0.00
-
0.93
0.93
0.91
0.91
See fund holdings as of 31st Oct
Top holdings
Treps
10.4%
HDFC Bank Ltd
7.2%
ICICI Bank Ltd
4.9%
Reliance Industries Ltd
4.0%
Bharti Airtel Ltd
3.8%
7.1% Govt Stock 2034
3.5%
Larsen & Toubro Ltd
3.1%
Kotak Mahindra Bank Ltd
2.7%
Mahindra & Mahindra Ltd
2.5%
Embassy Office Parks REIT
2.0%
Top industry exposure
Financial Services
25.8%
Industrials
8.4%
Consumer Cyclical
7.6%
Energy
5.0%
Basic Materials
4.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
90%
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