Submit
logo

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

Clyton Richard Fernandes, Bharath S, Kumaresh Ramakrishnan, Shalav Saket

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Aggressive Hybrid Fund Monthly Income Distribution Cum Capital Withdrawal -4.68 7.23 6.55
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
23.541
Last change
0.22 (0.9239%)
Fund Size (AUM)
₹ 9,272.45 Cr
Performance
10.07% (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
Clyton Richard Fernandes, Bharath S, Kumaresh Ramakrishnan, Shalav Saket
Riskometer
High

Top 10 Holdings

Company Holdings (%)
TREPS 6.09
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.14
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.43
RELIANCE INDUSTRIES LIMITED EQ 3.12
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.09
06.48% GSEC MAT- 06/10/2035 3.03
HDFC BANK LIMITED EQ NEW FV RE. 1/- 2.75
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 2.59
ZOMATO LIMITED EQ 2.18
Coforge Limited 2.1

Sector Allocation

Sector Holdings (%)
Financial Services 22.75
Automobile and Auto Components 7.96
Information Technology 6.02
Healthcare 5.26
Capital Goods 3.9
Construction 3.43
Oil, Gas & Consumable Fuels 3.12
Telecommunication 3.09
Metals & Mining 2.96
Services 2.64

Peer Comparison

Scheme Name 5Y (%)
Sundaram Aggressive Hybrid Fund Mly IDCW 6.55