Compare Sundaram Aggressive Hybrid Fund vs SBI Children's Fund - Investment Plan
Risk | High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.78 | 1.83 |
NAV | ₹162.66 | ₹43.67 |
Fund Started | 09 Dec 1999 | 08 Sep 2020 |
Fund Size | ₹7846.01 Cr | ₹5066.03 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days | With respect to units not subject to lock-in period and the holding period is less than
3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year. |
Risk
High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.78
1.83
NAV
₹162.66
₹43.67
Fund Started
09 Dec 1999
08 Sep 2020
Fund Size
₹7846.01 Cr
₹5066.03 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
With respect to units not subject to lock-in period and the holding period is less than
3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year.
1 Year | 6.43% | 6.49% |
3 Year | 12.67% | 21.58% |
5 Year | 12.25% | 27.62% |
1 Year
6.43%
6.49%
3 Year
12.67%
21.58%
5 Year
12.25%
27.62%
Equity | 68.13% | 86.55% |
Cash | 10.20% | 13.26% |
Equity
68.13%
86.55%
Cash
10.20%
13.26%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 7.34% |
ICICI Bank Ltd. | 4.74% |
Reliance Industries Ltd. | 4.17% |
Bharti Airtel Ltd. | 3.82% |
Larsen & Toubro Ltd. | 3.22% |
Mahindra & Mahindra Ltd. | 2.78% |
Kotak Mahindra Bank Ltd. | 2.74% |
Bajaj Finance Ltd. | 2.12% |
HCL Technologies Ltd. | 1.97% |
Cholamandalam Investment and Finance Company Ltd. | 1.70% |
Alphabet Inc Class A | 7.22% |
Muthoot Finance Ltd. | 5.27% |
Hatsun Agro Product Ltd. | 4.82% |
Thangamayil Jewellery Ltd. | 4.72% |
State Bank of India | 4.07% |
Le Travenues Technology Ltd. | 3.52% |
Privi Speciality Chemicals Ltd. | 3.38% |
Ather Energy Ltd. | 3.25% |
Aether Industries Ltd. | 3.23% |
Adani Power Ltd. | 3.19% |
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Start Date | - | - |
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Start Date
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Description | The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income. |
Launch Date | 09 Dec 1999 | 08 Sep 2020 |
Description
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Launch Date
09 Dec 1999
08 Sep 2020