Mutual Fund Details
Sundaram Equity Hybrid Fund Direct - Growth
NAV
₹81.1244
as on 31 Mar 2020, 11:00 PM
₹2.1853(2.77%)
Last Change
Scheme Ratings
4
Aggressive
3Y Returns
5
rated by CRISIL
4
rated by Morningstar
4
rated by Value Research
Aggressive
Rankings based on 3Y Returns | as on 31 Mar 2020
×
1
Canara Robeco Equity Hybrid Fund Direct - Growth
4.31%
2
SBI Equity Hybrid Fund Direct Plan - Growth
3.71%
3
Mirae Asset Hybrid Equity Fund Direct - Growth
2.57%
4
Sundaram Equity Hybrid Fund Direct - Growth
1.97%
5
DSP Equity & Bond Direct - Growth
1.55%
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹100
Suggested Date
1st of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹102,069
₹106,048
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹6,048
Profit (absolute return)
6.05%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
20.40%
In the last 6 months
16.50%
In the last 1 year
14.50%
In the last 3 years
6.05%
In the last 5 years
23.10%
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 31 Mar 2020, 11:00 PM
₹1,805.67 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.
1.12%
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 29 Feb 2020
Financial
27.40%
₹494.67 Cr
Services
8.05%
₹145.27 Cr
FMCG
7.32%
₹132.16 Cr
Energy
6.90%
₹124.51 Cr
Chemicals
4.74%
₹85.65 Cr
Engineering
4.09%
₹73.81 Cr
Construction
4.06%
₹73.33 Cr
Cons Durable
3.89%
₹70.33 Cr
Communication
2.24%
₹40.48 Cr
Technology
1.97%
₹35.57 Cr
View All
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Sectors Holding in this Mutual Fund
as on 29 Feb 2020
Financial
27.40%
₹494.67 Cr
Services
8.05%
₹145.27 Cr
FMCG
7.32%
₹132.16 Cr
Energy
6.90%
₹124.51 Cr
Chemicals
4.74%
₹85.65 Cr
Engineering
4.09%
₹73.81 Cr
Construction
4.06%
₹73.33 Cr
Cons Durable
3.89%
₹70.33 Cr
Communication
2.24%
₹40.48 Cr
Technology
1.97%
₹35.57 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 29 Feb 2020
HDFC Bank Ltd.
7.81%
₹141.02 Cr
ICICI Bank Ltd.
7.14%
₹128.93 Cr
Housing Development Finance Corpn. Ltd.
4.94%
₹89.20 Cr
State Bank of India
3.97%
₹71.69 Cr
Reliance Industries Ltd.
3.77%
₹68.07 Cr
Axis Bank Ltd.
3.32%
₹59.95 Cr
Varun Beverages Ltd.
3.05%
₹55.07 Cr
Larsen & Toubro Ltd.
2.58%
₹46.59 Cr
GOI
2.32%
₹41.89 Cr
Bharti Airtel Ltd.
2.24%
₹40.45 Cr
View All
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Companies Holding in this Mutual Fund
as on 29 Feb 2020
HDFC Bank Ltd.
7.81%
₹141.02 Cr
ICICI Bank Ltd.
7.14%
₹128.93 Cr
Housing Development Finance Corpn. Ltd.
4.94%
₹89.20 Cr
State Bank of India
3.97%
₹71.69 Cr
Reliance Industries Ltd.
3.77%
₹68.07 Cr
Axis Bank Ltd.
3.32%
₹59.95 Cr
Varun Beverages Ltd.
3.05%
₹55.07 Cr
Larsen & Toubro Ltd.
2.58%
₹46.59 Cr
GOI
2.32%
₹41.89 Cr
Bharti Airtel Ltd.
2.24%
₹40.45 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 29 Feb 2020
Bonds
10.19%
₹184.03 Cr
Debenture
4.95%
₹89.44 Cr
Reverse Repo
4.55%
₹82.11 Cr
Repo
3.13%
₹56.47 Cr
Fixed Deposits
2.92%
₹52.78 Cr
Bonds/NCD
2.49%
₹44.97 Cr
Pvt. Placed Debts
2.35%
₹42.50 Cr
CBLO
2.25%
₹40.57 Cr
Bonds/Deb
1.80%
₹32.51 Cr
Cash/NCA
1.08%
₹19.52 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 29 Feb 2020
Bonds
10.19%
₹184.03 Cr
Debenture
4.95%
₹89.44 Cr
Reverse Repo
4.55%
₹82.11 Cr
Repo
3.13%
₹56.47 Cr
Fixed Deposits
2.92%
₹52.78 Cr
Bonds/NCD
2.49%
₹44.97 Cr
Pvt. Placed Debts
2.35%
₹42.50 Cr
CBLO
2.25%
₹40.57 Cr
Bonds/Deb
1.80%
₹32.51 Cr
Cash/NCA
1.08%
₹19.52 Cr
View All
View All
This fund's returns:
1.98%Return Duration
3 Years
Canara Robeco Equity Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-8.34%
4.31%
3Y Returns
4.31
SBI Equity Hybrid Fund Direct Plan - Growth
BalancedAggressive
Min. Investment
₹100
Category Returns
-8.34%
4.31%
3Y Returns
3.71
Mirae Asset Hybrid Equity Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-8.34%
4.31%
3Y Returns
2.57
DSP Equity & Bond Direct - Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
-8.34%
4.31%
3Y Returns
1.55
Principal Hybrid Equity Fund Direct - Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
-8.34%
4.31%
3Y Returns
1.18
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 ₹1,805.67 Crores and the latest NAV decalared is ₹81.124 as on 31 Mar 2020 at 11:00 pm.
Sundaram Equity Hybrid Fund Direct - Growth scheme return performance in last 1 year is -14.50%, in last 3 years is 6.05% and 61.33% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,805.67 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
₹31,694.90 Cr
AUM
96
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
