Sundaram Equity Hybrid Fund Direct-Growth
NAV
₹91.8855
as on 22 Aug 2019 08:20 PM
₹-0.9338(1.01%)
Last Change
Scheme Ratings
4
rated by Morningstar
4
rated by CRISIL
3
rated by Value Research
Aggressive
Rankings based on | as on Invalid date
×
Schemes Managed By
Investment Performance
would have given a returns of
₹110,871
₹121,647
₹123,520
₹128,077
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹28,077
Profit (absolute return)
28.08%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
3.74%
In the last 6 months
2.64%
In the last 1 year
2.91%
In the last 3 years
28.08%
In the last 5 years
48.80%
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 22 Aug 2019 08:20 PM
₹1,720.83 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.
1.42%
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 Jul 2019
Financial
31.86%
₹548.18 Cr
FMCG
6.40%
₹110.10 Cr
Energy
5.80%
₹99.81 Cr
Construction
4.37%
₹75.14 Cr
Cash Holding
3.88%
₹66.76 Cr
Cons Durable
3.85%
₹66.18 Cr
Chemicals
3.84%
₹66.07 Cr
Technology
3.37%
₹58.02 Cr
Services
3.31%
₹56.91 Cr
Healthcare
2.90%
₹49.84 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Jul 2019
Financial
31.86%
₹548.18 Cr
FMCG
6.40%
₹110.10 Cr
Energy
5.80%
₹99.81 Cr
Construction
4.37%
₹75.14 Cr
Cash Holding
3.88%
₹66.76 Cr
Cons Durable
3.85%
₹66.18 Cr
Chemicals
3.84%
₹66.07 Cr
Technology
3.37%
₹58.02 Cr
Services
3.31%
₹56.91 Cr
Healthcare
2.90%
₹49.84 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
HDFC Bank Ltd.
8.35%
₹143.69 Cr
ICICI Bank Ltd.
8.32%
₹143.17 Cr
Axis Bank Ltd.
4.77%
₹82.08 Cr
State Bank of India
4.75%
₹81.74 Cr
Reliance Industries Ltd.
3.92%
₹67.46 Cr
Others
3.88%
₹66.77 Cr
Housing Development Finance Corpn. Ltd.
3.45%
₹59.37 Cr
Torrent Pharmaceuticals Ltd.
2.90%
₹49.90 Cr
National Thermal Power Corp. Ltd.
2.79%
₹48.01 Cr
Larsen & Toubro Ltd.
2.77%
₹47.67 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
HDFC Bank Ltd.
8.35%
₹143.69 Cr
ICICI Bank Ltd.
8.32%
₹143.17 Cr
Axis Bank Ltd.
4.77%
₹82.08 Cr
State Bank of India
4.75%
₹81.74 Cr
Reliance Industries Ltd.
3.92%
₹67.46 Cr
Others
3.88%
₹66.77 Cr
Housing Development Finance Corpn. Ltd.
3.45%
₹59.37 Cr
Torrent Pharmaceuticals Ltd.
2.90%
₹49.90 Cr
National Thermal Power Corp. Ltd.
2.79%
₹48.01 Cr
Larsen & Toubro Ltd.
2.77%
₹47.67 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Jul 2019
Bonds
10.19%
₹175.38 Cr
Debenture
4.95%
₹85.24 Cr
Reverse Repo
4.55%
₹78.25 Cr
Repo
3.13%
₹53.82 Cr
Fixed Deposits
2.92%
₹50.30 Cr
Bonds/NCD
2.49%
₹42.86 Cr
Pvt. Placed Debts
2.35%
₹40.50 Cr
CBLO
2.25%
₹38.67 Cr
Bonds/Deb
1.80%
₹30.98 Cr
Cash/NCA
1.08%
₹18.60 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Jul 2019
Bonds
10.19%
₹175.38 Cr
Debenture
4.95%
₹85.24 Cr
Reverse Repo
4.55%
₹78.25 Cr
Repo
3.13%
₹53.82 Cr
Fixed Deposits
2.92%
₹50.30 Cr
Bonds/NCD
2.49%
₹42.86 Cr
Pvt. Placed Debts
2.35%
₹40.50 Cr
CBLO
2.25%
₹38.67 Cr
Bonds/Deb
1.80%
₹30.98 Cr
Cash/NCA
1.08%
₹18.60 Cr
View All
View All
This fund's returns:
8.60%Return Duration
3 Years
Mirae Asset Hybrid Equity Fund Direct-Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
0.50%
10.84%
3Y Returns
10.84
Tata Retirement Savings Fund Moderate Plan Direct-Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
0.50%
10.84%
3Y Returns
9.52
SBI Equity Hybrid Fund Direct Plan-Growth
BalancedAggressive
Min. Investment
₹100
Category Returns
0.50%
10.84%
3Y Returns
9.44
Principal Hybrid Equity Fund Direct-Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
0.50%
10.84%
3Y Returns
9.43
Canara Robeco Equity Hybrid Fund Direct-Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
0.50%
10.84%
3Y Returns
9.19
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 ₹1,720.83 Crores and the latest NAV decalared is ₹91.886 as on 22 Aug 2019 at 8:20 pm.
Sundaram Equity Hybrid Fund Direct-Growth scheme return performance in last 1 year is -2.91%, in last 3 years is 28.08% and 82.74% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.
Scheme Objective
The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.
Scheme Details
| AUM: | ₹1,720.83 Cr |
| Category: | Hybrid: Aggressive Hybrid |
| Launch Date: | 01 Jan 2013 |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹29,890.50 Cr
AUM
93
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : (044) 28583362/ 28583367/ 28569900/1800 103 7237
Fax : (044) 28583156
Email / Website