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Sundaram Mutual Fund

Sundaram Equity Hybrid Fund Direct - Dividend Payout

NAV
returns change indicator
13.7284
as on 15 Jul 2020, 09:50 PM
-0.0296(0.22%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
111,091
star
115,468
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
15,468
Profit (absolute return)
15.47%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
11.51%
In the last 6 months
8.86%
In the last 1 year
1.70%
In the last 3 years
15.47%
In the last 5 years
43.49%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Equity Hybrid Fund Direct - Dividend Payout
Sundaram Equity Hybrid Fund Direct - Dividend Payout
as of 30 Jun 2020, 05:30 AM
1,560.63 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1.08%
Expense Ratio
Plan
Dividend
0.68%
Cash Holding
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Scheme Document
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Jun 2020
Sort By
Financial
16.91%
263.92 Cr
FMCG
13.62%
212.59 Cr
Energy
8.83%
137.85 Cr
Communication
5.35%
83.45 Cr
Healthcare
5.27%
82.27 Cr
Chemicals
3.98%
62.15 Cr
Services
3.64%
56.73 Cr
Technology
3.60%
56.26 Cr
Construction
3.15%
49.15 Cr
Engineering
2.38%
37.17 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Jun 2020
Sort By
GOI
7.45%
116.27 Cr
HDFC Bank Ltd.
7.44%
116.11 Cr
Bharti Airtel Ltd.
5.35%
83.49 Cr
Reliance Industries Ltd.
4.91%
76.63 Cr
Housing Development Finance Corpn. Ltd.
4.78%
74.60 Cr
State Bank of India
4.59%
71.63 Cr
Others
3.53%
55.09 Cr
Hindustan Unilever Ltd.
3.44%
53.69 Cr
ICICI Bank Ltd.
3.39%
52.91 Cr
Varun Beverages Ltd.
2.96%
46.19 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 30 Jun 2020
NCD
6.56%
102.42 Cr
Bonds
6.05%
94.41 Cr
Debenture
5.17%
80.68 Cr
Fixed Deposits
4.33%
67.50 Cr
GOI Sec
2.35%
36.65 Cr
Reverse Repo
1.66%
25.93 Cr
Bonds/Deb
1.28%
19.94 Cr
Repo
0.48%
7.41 Cr

About Sundaram Equity Hybrid Fund Direct - Dividend Payout

Sundaram Equity Hybrid Fund Direct - Dividend Payout is a Balanced mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Rahul Baijal and Sandeep Agarwal. It has an AUM of ₹1,560.63 Crores and the latest NAV decalared is ₹13.728 as on 16 Jul 2020 at 10:48 pm.
Sundaram Equity Hybrid Fund Direct - Dividend Payout scheme return performance in last 1 year is -1.70%, in last 3 years is 15.47% and 85.84% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,560.63 Cr
Category:Hybrid: Aggressive Hybrid
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
26,644.00 Cr
AUM
98
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237