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Sundaram Aggressive Hybrid Fund Direct Plan Growth INF173K01FE6

NAV / 1-Day Return
171.40 / 1.37%
Total Assets
56.2 Bil
Inception Date
Jan 01, 2013
Expense Ratio
0.080%
Fee Level
—
Load
Multiple
Category
India Fund Aggressive Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Moderate
Status
Open
TTM Yield
0.00%
Turnover
62%



Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
64 0
Bond Holding
43 0
Other Holding
6 0
Total Holding
113 0
Equity Holdings
64
Bond Holdings
43
Other Holdings
6
Total Holdings
113
% Assets in Top 10 Holdings
38
Reported Turnover %
61.77
As of 03 / 31 / 24
Women Directors %
20
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
5.79 Oct 31, 2008 3,253,738,950
INR Indian Rupee
18.87 — — — Financial Services
ICICI Bank Ltd
4.74 Oct 31, 2009 2,664,293,756
INR Indian Rupee
19.13 18.28 — — Financial Services
Reliance Industries Ltd
4.73 Feb 28, 2007 2,659,606,130
INR Indian Rupee
-17.28 — — — Energy
Bharti Airtel Ltd
3.23 Nov 30, 2018 1,813,136,400
INR Indian Rupee
43.53 — — — Communication Services
State Bank of India
2.86 Oct 31, 2011 1,606,201,280
INR Indian Rupee
-1.48 9.18 — — Financial Services
Infosys Ltd
2.60 Sep 30, 2017 1,460,704,500
INR Indian Rupee
-3.21 18.94 Narrow — Technology
Axis Bank Ltd
2.30 Sep 30, 2017 1,293,355,688
INR Indian Rupee
-1.56 — — — Financial Services
Kotak Mahindra Bank Ltd
2.15 May 31, 2024 1,209,612,430
INR Indian Rupee
15.73 — — — Financial Services
Larsen & Toubro Ltd
1.96 Mar 31, 2013 1,103,566,800
INR Indian Rupee
-16.23 — — — Industrials
Mahindra & Mahindra Ltd
1.74 May 31, 2022 975,682,800
INR Indian Rupee
25.30 21.51 — — Consumer Cyclical
Holdings as of Mar 31, 2025 | The top 100 largest holdings are available for display across Equity, Bond and Other.


STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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