Mutual Fund Details
Sundaram Equity Hybrid Fund Direct - Growth
NAV
₹103.1074
as on 21 Jan 2020, 09:00 PM
₹-0.0884(0.09%)
Last Change
Scheme Ratings
4
Aggressive
3Y Returns
4
rated by Morningstar
4
rated by CRISIL
4
rated by Value Research
Aggressive
Rankings based on 3Y Returns | as on 21 Jan 2020
×
1
Mirae Asset Hybrid Equity Fund Direct - Growth
14.19%
2
SBI Equity Hybrid Fund Direct Plan - Growth
13.71%
3
Canara Robeco Equity Hybrid Fund Direct - Growth
13.05%
4
Sundaram Equity Hybrid Fund Direct - Growth
12.67%
5
Edelweiss Aggressive Hybrid Fund Direct - Growth
12.12%
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹100
Suggested Date
25th of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹137,741
₹143,062
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹43,062
Profit (absolute return)
43.06%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
4.73%
In the last 6 months
8.94%
In the last 1 year
13.25%
In the last 3 years
43.06%
In the last 5 years
52.48%
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 21 Jan 2020, 09:00 PM
₹1,832.33 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 31 Dec 2019
Financial
30.01%
₹549.96 Cr
FMCG
7.68%
₹140.69 Cr
Energy
6.82%
₹124.92 Cr
Services
6.60%
₹120.95 Cr
Construction
4.96%
₹90.97 Cr
Chemicals
3.79%
₹69.43 Cr
Engineering
3.67%
₹67.32 Cr
Cons Durable
3.56%
₹65.30 Cr
Cash Holding
2.63%
₹48.23 Cr
Communication
2.07%
₹37.99 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Dec 2019
Financial
30.01%
₹549.96 Cr
FMCG
7.68%
₹140.69 Cr
Energy
6.82%
₹124.92 Cr
Services
6.60%
₹120.95 Cr
Construction
4.96%
₹90.97 Cr
Chemicals
3.79%
₹69.43 Cr
Engineering
3.67%
₹67.32 Cr
Cons Durable
3.56%
₹65.30 Cr
Cash Holding
2.63%
₹48.23 Cr
Communication
2.07%
₹37.99 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Dec 2019
HDFC Bank Ltd.
8.22%
₹150.62 Cr
ICICI Bank Ltd.
6.99%
₹128.08 Cr
GOI
5.57%
₹102.06 Cr
Reliance Industries Ltd.
5.32%
₹97.48 Cr
Axis Bank Ltd.
4.28%
₹78.42 Cr
State Bank of India
3.86%
₹70.73 Cr
Housing Development Finance Corpn. Ltd.
3.66%
₹67.06 Cr
Larsen & Toubro Ltd.
3.64%
₹66.70 Cr
Varun Beverages Ltd.
3.19%
₹58.45 Cr
Aarti Industries Ltd.
2.43%
₹44.53 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Dec 2019
HDFC Bank Ltd.
8.22%
₹150.62 Cr
ICICI Bank Ltd.
6.99%
₹128.08 Cr
GOI
5.57%
₹102.06 Cr
Reliance Industries Ltd.
5.32%
₹97.48 Cr
Axis Bank Ltd.
4.28%
₹78.42 Cr
State Bank of India
3.86%
₹70.73 Cr
Housing Development Finance Corpn. Ltd.
3.66%
₹67.06 Cr
Larsen & Toubro Ltd.
3.64%
₹66.70 Cr
Varun Beverages Ltd.
3.19%
₹58.45 Cr
Aarti Industries Ltd.
2.43%
₹44.53 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Dec 2019
Bonds
10.19%
₹186.75 Cr
Debenture
4.95%
₹90.76 Cr
Reverse Repo
4.55%
₹83.32 Cr
Repo
3.13%
₹57.30 Cr
Fixed Deposits
2.92%
₹53.56 Cr
Bonds/NCD
2.49%
₹45.63 Cr
Pvt. Placed Debts
2.35%
₹43.13 Cr
CBLO
2.25%
₹41.17 Cr
Bonds/Deb
1.80%
₹32.99 Cr
Cash/NCA
1.08%
₹19.80 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Dec 2019
Bonds
10.19%
₹186.75 Cr
Debenture
4.95%
₹90.76 Cr
Reverse Repo
4.55%
₹83.32 Cr
Repo
3.13%
₹57.30 Cr
Fixed Deposits
2.92%
₹53.56 Cr
Bonds/NCD
2.49%
₹45.63 Cr
Pvt. Placed Debts
2.35%
₹43.13 Cr
CBLO
2.25%
₹41.17 Cr
Bonds/Deb
1.80%
₹32.99 Cr
Cash/NCA
1.08%
₹19.80 Cr
View All
View All
This fund's returns:
12.67%Return Duration
3 Years
Mirae Asset Hybrid Equity Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
3.38%
14.19%
3Y Returns
14.19
SBI Equity Hybrid Fund Direct Plan - Growth
BalancedAggressive
Min. Investment
₹100
Category Returns
3.38%
14.19%
3Y Returns
13.71
Canara Robeco Equity Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
3.38%
14.19%
3Y Returns
13.05
Edelweiss Aggressive Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
3.38%
14.19%
3Y Returns
12.12
Principal Hybrid Equity Fund Direct - Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
3.38%
14.19%
3Y Returns
11.72
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 ₹1,832.33 Crores and the latest NAV decalared is ₹103.107 as on 21 Jan 2020 at 9:00 pm.
Sundaram Equity Hybrid Fund Direct - Growth scheme return performance in last 1 year is 13.25%, in last 3 years is 43.06% and 105.05% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,832.33 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
₹30,382.93 Cr
AUM
95
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
