Mutual Fund Details
Sundaram Equity Hybrid Fund Direct-Growth
NAV
₹145.0113
as on 17 Sep 2021, 10:00 PM
₹-0.7034(0.48%)
Last Change
Scheme Ratings
4
rated by Value Research
4
rated by Morningstar
Aggressive
Rankings based on | as on Invalid date
×
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
₹1,10,871
₹1,21,647
₹1,50,452
₹1,55,499
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 MoneyInvestment 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 to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at high risk
Scheme Information
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
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
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
Sectors Holding in this Mutual Fund
as on 31 Aug 2021
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
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
Companies Holding in this Mutual Fund
as on 31 Aug 2021
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
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
This fund's returns:
15.84%Return Duration
3 Years
Quant Absolute Fund Direct-Growth
HybridAggressive
Min. Investment
₹1000
Category Returns
6.02%
27.18%
3Y Returns
27.18
BNP Paribas Substantial Equity Hybrid Fund Direct - Growth
HybridAggressive
Min. Investment
₹300
Category Returns
6.02%
27.18%
3Y Returns
20.09
ICICI Prudential Thematic Advantage Fund (FOF)Direct- Growth
HybridAggressive
Min. Investment
₹5000
Category Returns
6.02%
27.18%
3Y Returns
20.01
BOI AXA Mid & Small Cap Equity & Debt Fund Direct-Growth
HybridAggressive
Min. Investment
₹100
Category Returns
6.02%
27.18%
3Y Returns
20.00
Canara Robeco Equity Hybrid Fund Direct-Growth
HybridAggressive
Min. Investment
₹1000
Category Returns
6.02%
27.18%
3Y Returns
18.96
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
View AMC Details
₹33,732.34 Cr
AUM
91
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
