Mutual Fund Details

Sundaram Equity Hybrid Fund Direct - Growth

Name: Sundaram Equity Hybrid Fund Direct - Growth
Brand: Sundaram Mutual Fund

Balanced Aggressive

NAV

₹116.2008

as on 22 Jan 2021, 10:10 PM

₹-1.4229(1.21%)

Last Change

Scheme Ratings

rated by Morningstar

rated by Value Research

rated by CRISIL

Aggressive

Rankings based on | as on Invalid date

Schemes Managed By

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

₹121,647

₹126,257

₹130,966

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

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

Absolute Returns

CAGR

Scheme Riskometer

low

moderately low

moderate

moderately high

high

Investors understand that their principal will be at high risk

Scheme Information

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

View

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

View

Sectors Holding in this Mutual Fund

as on 31 Dec 2020

Sort By

Value

Sector

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

Sectors Holding in this Mutual Fund

as on 31 Dec 2020

Sort By

Value

Sector

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

Companies Holding in this Mutual Fund

as on 31 Dec 2020

Sort By

Value

Company

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

Companies Holding in this Mutual Fund

as on 31 Dec 2020

Sort By

Value

Company

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

Instruments Holding in this Mutual Fund

as on 31 Dec 2020

Sort By

Value

Instrument

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

Instruments Holding in this Mutual Fund

as on 31 Dec 2020

Sort By

Value

Instrument

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

Funds in this Category

This fund's returns:

9.40%

Return Duration

3 Years

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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.