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Sundaram Mutual Fund

Sundaram Equity Hybrid Fund Direct - Growth

NAV
returns change indicator
116.2008
as on 22 Jan 2021, 10:10 PM
-1.4229(1.21%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research
3
starstarstarstarstar
rated by CRISIL

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
star
121,647
star
126,257
star
130,966
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
30,966
Profit (absolute return)
30.97%
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
15.65%
In the last 6 months
20.30%
In the last 1 year
13.01%
In the last 3 years
30.97%
In the last 5 years
93.04%
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 high risk

Scheme Information

Sundaram Equity Hybrid Fund Direct - Growth
Sundaram Equity Hybrid Fund Direct - Growth
as of 31 Dec 2020, 05:30 AM
1,645.79 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.
0.90%
Expense Ratio
Plan
Growth
2.39%
Cash Holding
Benchmark
CRISIL Hybrid 35+65 Aggressive Total Return Index
Scheme Document
Benchmark
CRISIL Hybrid 35+65 Aggressive Total Return 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 Dec 2020
Sort By
Financial
25.54%
420.31 Cr
Technology
9.46%
155.64 Cr
FMCG
8.92%
146.73 Cr
Energy
6.55%
107.81 Cr
Construction
5.70%
93.81 Cr
Chemicals
4.91%
80.77 Cr
Communication
4.85%
79.77 Cr
Healthcare
2.77%
45.59 Cr
Engineering
2.70%
44.37 Cr
Cash Holding
2.39%
39.30 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2020
Sort By
HDFC Bank Ltd.
7.61%
125.24 Cr
State Bank of India
5.48%
90.19 Cr
ICICI Bank Ltd.
5.28%
86.90 Cr
Infosys Ltd.
5.18%
85.25 Cr
Housing Development Finance Corpn. Ltd.
4.87%
80.15 Cr
Bharti Airtel Ltd.
4.85%
79.82 Cr
GOI
4.60%
75.71 Cr
Reliance Industries Ltd.
2.89%
47.56 Cr
Larsen & Toubro Ltd.
2.76%
45.42 Cr
Astral Poly Technik Ltd.
2.43%
39.99 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Dec 2020
NCD
6.56%
108.01 Cr
Bonds
6.05%
99.57 Cr
Debenture
5.17%
85.08 Cr
Fixed Deposits
4.33%
71.18 Cr
GOI Sec
2.35%
38.66 Cr
Reverse Repo
1.66%
27.34 Cr
Bonds/Deb
1.28%
21.03 Cr
Repo
0.48%
7.82 Cr

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 ₹1,645.79 Crores and the latest NAV decalared is ₹116.201 as on 24 Jan 2021 at 4:57 am.
Sundaram Equity Hybrid Fund Direct - Growth scheme return performance in last 1 year is 13.01%, in last 3 years is 30.97% and 131.09% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,645.79 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
31,767.31 Cr
AUM
92
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237