Sundaram Aggressive Hybrid Fund Growth
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 8,940.52 Cr
Expense Ratio
2.08%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF173K01CL8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund Growth | -1.66 | 8.7 | 8.93 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
158.2207
Last change
1.38 (0.8697%)
Fund Size (AUM)
₹ 8,940.52 Cr
Performance
10.3% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Fund Manager
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.99 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.88 |
| TREPS | 5.16 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.92 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.94 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.75 |
| 06.48% GSEC MAT- 06/10/2035 | 3.23 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.04 |
| Kotak Mahindra Bank Limited | 2.55 |
| Bajaj Finance Limited | 2.21 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.39 |
| Oil, Gas & Consumable Fuels | 6.66 |
| Automobile and Auto Components | 6.65 |
| Information Technology | 5.02 |
| Capital Goods | 4.53 |
| Telecommunication | 3.94 |
| Construction | 3.75 |
| Fast Moving Consumer Goods | 2.95 |
| Metals & Mining | 2.91 |
| Healthcare | 2.88 |