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Sundaram Mutual Fund

Sundaram Equity Hybrid Fund Direct-Growth

NAV
returns change indicator
101.3070
as on 05 Dec 2019, 10:00 PM
-0.2974(0.29%)
Last Change
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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
137,853
star
143,100
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
43,100
Profit (absolute return)
43.10%
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
9.87%
In the last 6 months
3.92%
In the last 1 year
12.38%
In the last 3 years
43.10%
In the last 5 years
53.46%
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-Growth
Sundaram Equity Hybrid Fund Direct-Growth
as of 05 Dec 2019, 10:00 PM
1,823.76 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.
1.39%
Expense Ratio
Plan
Growth
1.88%
Cash Holding
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Scheme Document
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
28.27%
515.59 Cr
FMCG
8.82%
160.80 Cr
Energy
8.15%
148.62 Cr
Services
6.89%
125.62 Cr
Construction
5.51%
100.54 Cr
Cons Durable
3.86%
70.32 Cr
Engineering
3.74%
68.25 Cr
Chemicals
3.66%
66.73 Cr
Technology
1.95%
35.56 Cr
Cash Holding
1.88%
34.20 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
HDFC Bank Ltd.
8.01%
146.08 Cr
ICICI Bank Ltd.
6.39%
116.54 Cr
GOI
6.29%
114.71 Cr
Reliance Industries Ltd.
5.85%
106.69 Cr
Axis Bank Ltd.
4.28%
78.06 Cr
Larsen & Toubro Ltd.
4.05%
73.86 Cr
State Bank of India
3.31%
60.37 Cr
Housing Development Finance Corpn. Ltd.
3.28%
59.82 Cr
Varun Beverages Ltd.
2.75%
50.15 Cr
Hindustan Unilever Ltd.
2.55%
46.51 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Oct 2019
Bonds
10.19%
185.88 Cr
Debenture
4.95%
90.33 Cr
Reverse Repo
4.55%
82.93 Cr
Repo
3.13%
57.04 Cr
Fixed Deposits
2.92%
53.31 Cr
Bonds/NCD
2.49%
45.42 Cr
Pvt. Placed Debts
2.35%
42.93 Cr
CBLO
2.25%
40.98 Cr
Bonds/Deb
1.80%
32.84 Cr
Cash/NCA
1.08%
19.71 Cr
View All
View All

About Sundaram Equity Hybrid Fund Direct-Growth

Sundaram Equity Hybrid Fund Direct-Growth 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 ₹1,823.76 Crores and the latest NAV decalared is ₹101.307 as on 05 Dec 2019 at 10:00 pm.
Sundaram Equity Hybrid Fund Direct-Growth scheme return performance in last 1 year is 12.38%, in last 3 years is 43.10% and 101.47% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,823.76 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
32,060.33 Cr
AUM
94
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237