Mutual Fund Details
Sundaram Equity Hybrid Fund Direct - Growth
NAV
₹100.9152
as on 23 Oct 2020, 10:10 PM
₹0.4350(0.43%)
Last Change
Scheme Ratings
5
Aggressive
3Y Returns
4
rated by Morningstar
4
rated by CRISIL
4
rated by Value Research
Aggressive
Rankings based on 3Y Returns | as on 24 Oct 2020
×
1
Quant Absolute Fund Direct - Growth
9.76%
2
Canara Robeco Equity Hybrid Fund Direct - Growth
9.15%
3
BNP Paribas Substantial Equity Hybrid Fund Direct - Growth
8.95%
4
Mirae Asset Hybrid Equity Fund Direct - Growth
7.79%
5
Sundaram Equity Hybrid Fund Direct - Growth
6.60%
Schemes Managed By
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
₹121,647
₹116,592
₹121,143
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹21,143
Profit (absolute return)
21.14%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
4.05%
In the last 6 months
16.17%
In the last 1 year
2.23%
In the last 3 years
21.14%
In the last 5 years
54.96%
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 30 Sep 2020, 05:30 AM
₹1,544.71 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.
1.08%
Expense Ratio
Plan
Growth
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 30 Sep 2020
Financial
18.44%
₹284.83 Cr
FMCG
12.31%
₹190.15 Cr
Technology
9.58%
₹147.99 Cr
Energy
6.89%
₹106.47 Cr
Healthcare
5.91%
₹91.32 Cr
Chemicals
4.46%
₹68.86 Cr
Communication
4.26%
₹65.88 Cr
Construction
3.88%
₹59.90 Cr
Cash Holding
3.77%
₹58.20 Cr
Services
3.38%
₹52.22 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 30 Sep 2020
Financial
18.44%
₹284.83 Cr
FMCG
12.31%
₹190.15 Cr
Technology
9.58%
₹147.99 Cr
Energy
6.89%
₹106.47 Cr
Healthcare
5.91%
₹91.32 Cr
Chemicals
4.46%
₹68.86 Cr
Communication
4.26%
₹65.88 Cr
Construction
3.88%
₹59.90 Cr
Cash Holding
3.77%
₹58.20 Cr
Services
3.38%
₹52.22 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 30 Sep 2020
HDFC Bank Ltd.
7.09%
₹109.52 Cr
Infosys Ltd.
4.51%
₹69.67 Cr
GOI
4.45%
₹68.74 Cr
State Bank of India
4.35%
₹67.19 Cr
Bharti Airtel Ltd.
4.26%
₹65.80 Cr
Housing Development Finance Corpn. Ltd.
4.17%
₹64.41 Cr
ICICI Bank Ltd.
3.75%
₹57.93 Cr
Others
3.61%
₹55.76 Cr
Reliance Industries Ltd.
3.46%
₹53.45 Cr
Hindustan Unilever Ltd.
3.29%
₹50.82 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 30 Sep 2020
HDFC Bank Ltd.
7.09%
₹109.52 Cr
Infosys Ltd.
4.51%
₹69.67 Cr
GOI
4.45%
₹68.74 Cr
State Bank of India
4.35%
₹67.19 Cr
Bharti Airtel Ltd.
4.26%
₹65.80 Cr
Housing Development Finance Corpn. Ltd.
4.17%
₹64.41 Cr
ICICI Bank Ltd.
3.75%
₹57.93 Cr
Others
3.61%
₹55.76 Cr
Reliance Industries Ltd.
3.46%
₹53.45 Cr
Hindustan Unilever Ltd.
3.29%
₹50.82 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 30 Sep 2020
NCD
6.56%
₹101.38 Cr
Bonds
6.05%
₹93.45 Cr
Debenture
5.17%
₹79.86 Cr
Fixed Deposits
4.33%
₹66.81 Cr
GOI Sec
2.35%
₹36.28 Cr
Reverse Repo
1.66%
₹25.66 Cr
Bonds/Deb
1.28%
₹19.74 Cr
Repo
0.48%
₹7.34 Cr
Instruments Holding in this Mutual Fund
as on 30 Sep 2020
NCD
6.56%
₹101.38 Cr
Bonds
6.05%
₹93.45 Cr
Debenture
5.17%
₹79.86 Cr
Fixed Deposits
4.33%
₹66.81 Cr
GOI Sec
2.35%
₹36.28 Cr
Reverse Repo
1.66%
₹25.66 Cr
Bonds/Deb
1.28%
₹19.74 Cr
Repo
0.48%
₹7.34 Cr
This fund's returns:
6.60%Return Duration
3 Years
Quant Absolute Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-4.56%
9.03%
3Y Returns
9.76
Canara Robeco Equity Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-4.56%
9.03%
3Y Returns
9.15
BNP Paribas Substantial Equity Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹300
Category Returns
-4.56%
9.03%
3Y Returns
8.95
Mirae Asset Hybrid Equity Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-4.56%
9.03%
3Y Returns
7.79
Kotak Equity Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-4.56%
9.03%
3Y Returns
6.51
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 ₹1,544.71 Crores and the latest NAV decalared is ₹100.915 as on 24 Oct 2020 at 8:46 am.
Sundaram Equity Hybrid Fund Direct - Growth scheme return performance in last 1 year is 2.23%, in last 3 years is 21.14% and 100.69% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,544.71 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
₹28,791.72 Cr
AUM
99
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
