Invest
Features
Blog
Log in
Sign up
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
Invest
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Features
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
About
Blog
Log in
Sign up
Terms
●
Privacy Policy
>
Home
>
Explore
>
Mutual Funds
>
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
₹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
JM Aggressive Hybrid I...
JM Aggressive Hybrid I...
JM Aggressive Hybrid H...
JM Aggressive Hybrid H...
Category Average
Sundaram Aggressive Hy...
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
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time