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Sundaram Aggressive Hybrid Fund Direct Plan Growth INF173K01FE6

NAV / 1-Day Return
Total Assets
61.5 Bil
Inception Date
Jan 01, 2013
Expense Ratio
0.700%
Fee Level
—
Load
Multiple
Category
India Fund Aggressive Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
High/Moderate
Status
Open
TTM Yield
0.00%
Turnover
61.77%



Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
67 29
Bond Holding
44 0
Other Holding
7 0
Total Holding
118 29
Equity Holdings
67
Bond Holdings
44
Other Holdings
7
Total Holdings
118
% Assets in Top 10 Holdings
39
Reported Turnover %
61.77
As of 03 / 31 / 24
Women Directors %
19
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of May 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
7.11 Oct 31, 2008 4,371,059,670
INR Indian Rupee
21.31 — — — Financial Services
Reliance Industries Ltd
5.61 Feb 28, 2007 3,447,472,834
INR Indian Rupee
-2.21 — — — Energy
ICICI Bank Ltd
5.56 Oct 31, 2009 3,419,721,824
INR Indian Rupee
28.78 19.88 — — Financial Services
Bharti Airtel Ltd
3.27 Nov 30, 2018 2,010,747,212
INR Indian Rupee
29.64 — — — Communication Services
State Bank of India
3.25 Oct 31, 2011 1,995,756,116
INR Indian Rupee
-4.22 — — — Financial Services
Infosys Ltd
2.31 Sep 30, 2017 1,420,548,994
INR Indian Rupee
10.11 23.87 Narrow — Technology
Kotak Mahindra Bank Ltd
2.29 May 31, 2024 1,406,059,460
INR Indian Rupee
22.19 — — — Financial Services
Axis Bank Ltd
2.28 Sep 30, 2017 1,399,218,377
INR Indian Rupee
2.77 — — — Financial Services
Mahindra & Mahindra Ltd
1.86 May 31, 2022 1,144,133,080
INR Indian Rupee
5.78 25.06 — — Consumer Cyclical
Larsen & Toubro Ltd
1.86 Mar 31, 2013 1,143,136,180
INR Indian Rupee
-1.46 — — — Industrials
Holdings as of May 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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