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
₹155.31
₹42.09
Fund Started
09 Dec 1999
08 Sep 2020
Fund Size
₹7933.61 Cr
₹5175.56 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
5.97%
12.05%
3 Year
11.67%
20.81%
5 Year
10.25%
25.00%
Equity
68.73%
84.04%
Cash
8.43%
15.78%
Top 10 Holdings
HDFC Bank Ltd. | 7.26% |
ICICI Bank Ltd. | 4.82% |
Reliance Industries Ltd. | 3.76% |
Bharti Airtel Ltd. | 3.66% |
Larsen & Toubro Ltd. | 3.44% |
Mahindra & Mahindra Ltd. | 2.77% |
Kotak Mahindra Bank Ltd. | 2.57% |
Bajaj Finance Ltd. | 2.11% |
HCL Technologies Ltd. | 2.08% |
State Bank of India | 1.79% |
Alphabet Inc Class A | 7.80% |
Muthoot Finance Ltd. | 5.18% |
Thangamayil Jewellery Ltd. | 4.76% |
State Bank of India | 4.37% |
Hatsun Agro Product Ltd. | 4.25% |
Aether Industries Ltd. | 3.68% |
Privi Speciality Chemicals Ltd. | 3.32% |
ReNew Energy Global plc Class A (RNW) | 3.18% |
Asahi India Glass Ltd. | 2.98% |
Adani Power Ltd. | 2.95% |
Name
-
-
Start Date
-
-
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
