Sundaram Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Aggressive Hybrid Growth Direct Plan

NAV
₹183.1136
+0.12%
(14 Aug)
AUM
6,583 Cr
TER
0.68%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.3%
+6.0%
+3.8%
+3.0%
-0.9%
-3.6%
3Y
+19.7%
+18.9%
+13.6%
+14.6%
+20.5%
+21.4%
5Y
+25.2%
+21.6%
+17.4%
+18.1%
+25.4%
+22.3%
ALL
+17.6%
+14.7%
+20.5%
+12.9%
+16.8%
+14.3%
VOL
12.0%
12.7%
12.2%
-
14.5%
14.2%
TER
1.0%
0.4%
0.7%
-
0.7%
0.5%
AUM
₹44,605 Cr
₹2,994 Cr
₹6,583 Cr
-
₹1,258 Cr
₹841 Cr
INFO
1.46
1.16
1.69
-
1.16
1.00
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 (G)
₹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 Jul
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
6.4%
Cash Offset For Derivatives
6.0%
Reliance Industries Ltd
4.9%
7.1% Govt Stock 2034
4.7%
Bharti Airtel Ltd
3.1%
State Bank of India
2.8%
Treps
2.8%
Kotak Mahindra Bank Ltd
2.4%
Axis Bank Ltd
1.9%
Top industry exposure
Financial Services
29.4%
Consumer Cyclical
9.3%
Energy
6.0%
Industrials
5.8%
Consumer Defensive
5.2%
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

FAQs