Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Sundaram Mutual Fund

Sundaram Equity Hybrid Fund Direct-Growth

NAV
returns change indicator
145.0113
as on 17 Sep 2021, 10:00 PM
-0.7034(0.48%)
Last Change
loaderloader

Scheme Ratings

4
starstarstarstarstar
rated by Value Research
4
starstarstarstarstar
rated by Morningstar

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,50,452
star
1,55,499
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
55,499
Profit (absolute return)
55.50%
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
11.39%
In the last 6 months
20.20%
In the last 1 year
45.07%
In the last 3 years
55.50%
In the last 5 years
98.51%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

Sundaram Equity Hybrid Fund Direct-Growth
Sundaram Equity Hybrid Fund Direct-Growth
as of 31 Aug 2021, 05:30 AM
1,921.82 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.
0.88%
Expense Ratio
Plan
Growth
2.20%
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 31 Aug 2021
Sort By
Financial
24.83%
477.23 Cr
Technology
12.45%
239.33 Cr
FMCG
7.79%
149.67 Cr
Construction
6.68%
128.38 Cr
Energy
6.04%
116.07 Cr
Chemicals
4.99%
95.97 Cr
Healthcare
4.83%
92.86 Cr
Engineering
3.43%
65.97 Cr
Cash Holding
2.20%
42.29 Cr
Services
2.01%
38.64 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Infosys Ltd.
6.15%
118.19 Cr
HDFC Bank Ltd.
6.03%
115.89 Cr
ICICI Bank Ltd.
5.62%
108.01 Cr
State Bank of India
5.27%
101.28 Cr
Housing Development Finance Corpn. Ltd.
3.94%
75.72 Cr
Larsen & Toubro Ltd.
3.21%
61.69 Cr
Astral Ltd.
2.75%
52.85 Cr
CSB Bank Ltd.
2.61%
50.16 Cr
Varun Beverages Ltd.
2.44%
46.89 Cr
Axis Bank Ltd.
2.33%
44.78 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Aug 2021
Perpetual Bond
9.51%
182.78 Cr
Additional Tier 1 Bo
8.89%
170.90 Cr
R Repo/CBLO
7.30%
140.24 Cr
Bonds
5.98%
114.88 Cr
Debenture
4.78%
91.88 Cr
GOI Sec
4.60%
88.41 Cr
CBLO
4.43%
85.15 Cr
NCD
4.21%
80.84 Cr
SDL
2.62%
50.31 Cr
Pvt. Placed Debts
2.27%
43.62 Cr
View All
View All

About Sundaram Equity Hybrid Fund Direct-Growth

Sundaram Equity Hybrid Fund Direct-Growth is a Hybrid 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, S Bharath and Sandeep Agarwal. It has an AUM of ₹1,921.82 Crores and the latest NAV decalared is ₹145.011 as on 18 Sep 2021 at 1:26 pm.
Sundaram Equity Hybrid Fund Direct-Growth scheme return performance in last 1 year is 45.07%, in last 3 years is 55.50% and 188.39% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,921.82 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
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237