Sundaram Aggressive Hybrid Fund Monthly Income Distribution Cum Capital Withdrawal
Category: Hybrid: Aggressive
Launch Date: 02-01-2013
AUM:
₹ 9,272.45 Cr
Expense Ratio
2.16%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF173K01CI4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Bharath S, Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund Monthly Income Distribution Cum Capital Withdrawal | -0.75 | 7.8 | 7.59 |
| 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
24.5411
Last change
-0.07 (-0.2714%)
Fund Size (AUM)
₹ 9,272.45 Cr
Performance
10.24% (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, Kumaresh Ramakrishnan, Shalav Saket
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.05 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.99 |
| TREPS | 4.35 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.74 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.65 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.22 |
| 06.48% GSEC MAT- 06/10/2035 | 3.17 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.33 |
| Kotak Mahindra Bank Limited | 2.3 |
| Bajaj Finance Limited | 2.18 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.9 |
| Automobile and Auto Components | 6.02 |
| Information Technology | 5.25 |
| Capital Goods | 4.84 |
| Oil, Gas & Consumable Fuels | 4.67 |
| Healthcare | 4.42 |
| Construction | 3.65 |
| Telecommunication | 3.22 |
| Metals & Mining | 2.66 |
| Fast Moving Consumer Goods | 2.39 |