Sundaram Aggressive Hybrid Monthly IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Aggressive Hybrid Monthly IDCW Reinvest Direct Plan

NAV
₹42.7339
+1.57%
(4 Feb)
AUM
5,544 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 below 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
1Y
+12.9%
+12.9%
+12.9%
+12.9%
+11.6%
+10.9%
3Y
+20.9%
+20.9%
+20.9%
+20.9%
+12.9%
+11.7%
5Y
+24.4%
+24.4%
+24.4%
+24.4%
+15.8%
+16.0%
ALL
+14.5%
+14.5%
+13.4%
+13.4%
+13.7%
+7.8%
VOL
15.5%
15.5%
14.5%
14.5%
-
12.6%
TER
0.7%
0.7%
0.7%
0.7%
-
0.7%
AUM
₹763 Cr
₹763 Cr
₹763 Cr
₹763 Cr
-
₹5,544 Cr
INFO
0.94
0.94
0.92
0.92
-
0.62
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 Dec
Top holdings
7.1% Govt Stock 2034
5.6%
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.0%
Reliance Industries Ltd
3.5%
Infosys Ltd
3.2%
Bharti Airtel Ltd
2.9%
Kalyan Jewellers India Ltd
2.6%
Treps
2.3%
Larsen & Toubro Ltd
2.1%
7.23% Govt Stock 2039
1.9%
Top industry exposure
Financial Services
17.4%
Consumer Cyclical
13.5%
Technology
7.7%
Industrials
7.5%
Healthcare
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
66%
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