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Sundaram Aggressive Hybrid Monthly IDCW Reinvest Direct Plan
Hybrid
Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Monthly IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹100
Invest now
Add to cart
Sundaram Aggressive Hybrid Monthly IDCW Reinvest Direct Plan
NAV
₹43.0627
+0.44%
(24 Jun)
AUM
6,146 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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
Sundaram Aggressive Hy...
Category Average
JM Aggressive Hybrid I...
JM Aggressive Hybrid I...
JM Aggressive Hybrid H...
JM Aggressive Hybrid H...
1Y
+7.1%
+6.0%
+0.1%
+0.1%
+0.1%
+0.1%
3Y
+17.6%
+18.7%
+26.8%
+26.8%
+26.8%
+26.8%
5Y
+18.9%
+20.3%
+27.8%
+27.8%
+27.8%
+27.8%
ALL
+8.1%
+16.5%
+14.4%
+14.4%
+13.4%
+13.4%
VOL
12.5%
-
15.4%
15.4%
14.5%
14.5%
TER
0.7%
-
0.6%
0.6%
0.6%
0.6%
AUM
₹6,146 Cr
-
₹822 Cr
₹822 Cr
₹822 Cr
₹822 Cr
INFO
0.65
-
0.93
0.93
0.92
0.92
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Aggressive Hybrid Monthly IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 31st May
Top holdings
HDFC Bank Ltd
7.1%
Reliance Industries Ltd
5.6%
ICICI Bank Ltd
5.6%
7.1% Govt Stock 2034
5.1%
Cash Offset For Derivatives
3.7%
Bharti Airtel Ltd
3.3%
State Bank of India
3.2%
Treps
2.8%
Infosys Ltd
2.3%
Kotak Mahindra Bank Ltd
2.3%
Top industry exposure
Financial Services
25.1%
Consumer Cyclical
9.7%
Energy
6.9%
Technology
6.6%
Consumer Defensive
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
80%
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
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time