Mutual Fund Details
Sundaram Equity Hybrid Fund Direct-Growth
NAV
₹98.4540
as on 18 Oct 2019, 08:40 PM
₹0.8252(0.85%)
Last Change
Scheme Ratings
4
Aggressive
3Y Returns
4
rated by Morningstar
4
rated by CRISIL
3
rated by Value Research
Aggressive
Rankings based on 3Y Returns | as on 19 Oct 2019
×
1
Mirae Asset Hybrid Equity Fund Direct-Growth
11.54%
2
SBI Equity Hybrid Fund Direct Plan-Growth
10.92%
3
Canara Robeco Equity Hybrid Fund Direct-Growth
10.21%
4
Sundaram Equity Hybrid Fund Direct-Growth
10.04%
5
Principal Hybrid Equity Fund Direct-Growth
9.74%
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹100
Suggested Date
20th of Every Month
Invest via SIP
Investment Performance
would have given a return of
₹110,871
₹121,647
₹128,434
₹133,259
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹33,259
Profit (absolute return)
33.26%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
2.88%
In the last 6 months
3.70%
In the last 1 year
12.60%
In the last 3 years
33.26%
In the last 5 years
63.18%
In the last 10 years
NA
Absolute Returns
CAGR
Scheme Riskometer
low
moderately low
moderate
moderately high
high
Investors understand that their principal will be at moderately high risk
Scheme Information
Sundaram Equity Hybrid Fund Direct-Growth
as of 18 Oct 2019, 08:40 PM
₹1,764.13 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.
1.40%
Expense Ratio
Plan
Growth
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 30 Sep 2019
Financial
29.12%
₹513.72 Cr
FMCG
8.15%
₹143.77 Cr
Services
7.29%
₹128.52 Cr
Energy
6.43%
₹113.43 Cr
Construction
5.31%
₹93.72 Cr
Cons Durable
4.34%
₹76.60 Cr
Engineering
3.33%
₹58.78 Cr
Chemicals
2.81%
₹49.56 Cr
Technology
2.39%
₹42.19 Cr
Healthcare
1.90%
₹33.50 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 30 Sep 2019
Financial
29.12%
₹513.72 Cr
FMCG
8.15%
₹143.77 Cr
Services
7.29%
₹128.52 Cr
Energy
6.43%
₹113.43 Cr
Construction
5.31%
₹93.72 Cr
Cons Durable
4.34%
₹76.60 Cr
Engineering
3.33%
₹58.78 Cr
Chemicals
2.81%
₹49.56 Cr
Technology
2.39%
₹42.19 Cr
Healthcare
1.90%
₹33.50 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 30 Sep 2019
HDFC Bank Ltd.
8.26%
₹145.72 Cr
ICICI Bank Ltd.
6.22%
₹109.73 Cr
GOI
5.61%
₹98.97 Cr
Reliance Industries Ltd.
5.02%
₹88.56 Cr
Axis Bank Ltd.
4.63%
₹81.68 Cr
State Bank of India
4.10%
₹72.33 Cr
Larsen & Toubro Ltd.
3.79%
₹66.86 Cr
Housing Development Finance Corpn. Ltd.
3.18%
₹56.10 Cr
Varun Beverages Ltd.
2.86%
₹50.45 Cr
Kotak Mahindra Bank Ltd.
2.42%
₹42.69 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 30 Sep 2019
HDFC Bank Ltd.
8.26%
₹145.72 Cr
ICICI Bank Ltd.
6.22%
₹109.73 Cr
GOI
5.61%
₹98.97 Cr
Reliance Industries Ltd.
5.02%
₹88.56 Cr
Axis Bank Ltd.
4.63%
₹81.68 Cr
State Bank of India
4.10%
₹72.33 Cr
Larsen & Toubro Ltd.
3.79%
₹66.86 Cr
Housing Development Finance Corpn. Ltd.
3.18%
₹56.10 Cr
Varun Beverages Ltd.
2.86%
₹50.45 Cr
Kotak Mahindra Bank Ltd.
2.42%
₹42.69 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 30 Sep 2019
Bonds
10.19%
₹179.80 Cr
Debenture
4.95%
₹87.38 Cr
Reverse Repo
4.55%
₹80.22 Cr
Repo
3.13%
₹55.17 Cr
Fixed Deposits
2.92%
₹51.57 Cr
Bonds/NCD
2.49%
₹43.93 Cr
Pvt. Placed Debts
2.35%
₹41.52 Cr
CBLO
2.25%
₹39.64 Cr
Bonds/Deb
1.80%
₹31.76 Cr
Cash/NCA
1.08%
₹19.07 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 30 Sep 2019
Bonds
10.19%
₹179.80 Cr
Debenture
4.95%
₹87.38 Cr
Reverse Repo
4.55%
₹80.22 Cr
Repo
3.13%
₹55.17 Cr
Fixed Deposits
2.92%
₹51.57 Cr
Bonds/NCD
2.49%
₹43.93 Cr
Pvt. Placed Debts
2.35%
₹41.52 Cr
CBLO
2.25%
₹39.64 Cr
Bonds/Deb
1.80%
₹31.76 Cr
Cash/NCA
1.08%
₹19.07 Cr
View All
View All
This fund's returns:
10.04%Return Duration
3 Years
Mirae Asset Hybrid Equity Fund Direct-Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
1.37%
11.54%
3Y Returns
11.54
SBI Equity Hybrid Fund Direct Plan-Growth
BalancedAggressive
Min. Investment
₹100
Category Returns
1.37%
11.54%
3Y Returns
10.92
Canara Robeco Equity Hybrid Fund Direct-Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
1.37%
11.54%
3Y Returns
10.21
Principal Hybrid Equity Fund Direct-Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
1.37%
11.54%
3Y Returns
9.74
ICICI Prudential Equity & Debt Fund Direct-Growth
BalancedAggressive
Min. Investment
₹100
Category Returns
1.37%
11.54%
3Y Returns
9.02
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 ₹1,764.13 Crores and the latest NAV decalared is ₹98.454 as on 18 Oct 2019 at 8:40 pm.
Sundaram Equity Hybrid Fund Direct-Growth scheme return performance in last 1 year is 12.60%, in last 3 years is 33.26% and 95.80% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,764.13 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
View AMC Details
₹30,273.69 Cr
AUM
94
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
