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Sundaram Aggressive Hybrid Fund
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Risk
High
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Rating
3.0
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Min SIP Amount
₹100
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Expense Ratio
2.12
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NAV
₹181.73
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Fund Started
09 Dec 1999
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Fund Size
₹8940.52 Cr
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Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
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1 Year
-3.18%
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3 Year
8.50%
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5 Year
8.68%
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Equity
69.18%
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Cash
10.33%
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Top 10 Holdings
ICICI Bank Ltd. | 5.05% |
HDFC Bank Ltd. | 4.99% |
Reliance Industries Ltd. | 3.74% |
Larsen & Toubro Ltd. | 3.65% |
Bharti Airtel Ltd. | 3.22% |
Mahindra & Mahindra Ltd. | 2.33% |
Kotak Mahindra Bank Ltd. | 2.30% |
Bajaj Finance Ltd. | 2.18% |
Cholamandalam Investment and Finance Company Ltd. | 1.73% |
Tata Steel Ltd. | 1.58% |
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Name
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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.
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Launch Date
09 Dec 1999
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