Mutual Fund Details
Sundaram Equity Hybrid Fund Direct - Growth
NAV
₹94.8395
as on 07 Jul 2020, 10:10 PM
₹0.1771(0.19%)
Last Change
Scheme Ratings
5
Aggressive
3Y Returns
5
rated by Morningstar
4
rated by Value Research
3
rated by CRISIL
Aggressive
Rankings based on 3Y Returns | as on 08 Jul 2020
×
1
BNP Paribas Substantial Equity Hybrid Fund Direct - Growth
8.10%
2
Canara Robeco Equity Hybrid Fund Direct - Growth
7.57%
3
Mirae Asset Hybrid Equity Fund Direct - Growth
7.12%
4
SBI Equity Hybrid Fund Direct Plan - Growth
6.74%
5
Sundaram Equity Hybrid Fund Direct - Growth
5.89%
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹100
Suggested Date
14th of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹114,263
₹118,757
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹18,757
Profit (absolute return)
18.76%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
14.53%
In the last 6 months
6.51%
In the last 1 year
2.22%
In the last 3 years
18.76%
In the last 5 years
44.34%
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 May 2020, 05:30 AM
₹1,513.73 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.
1.09%
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 May 2020
Financial
16.98%
₹257.01 Cr
FMCG
14.03%
₹212.34 Cr
Energy
8.59%
₹130.03 Cr
Healthcare
5.65%
₹85.51 Cr
Communication
5.44%
₹82.37 Cr
Chemicals
5.12%
₹77.53 Cr
Services
4.18%
₹63.24 Cr
Construction
3.95%
₹59.76 Cr
Engineering
2.98%
₹45.12 Cr
Technology
2.32%
₹35.12 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 May 2020
Financial
16.98%
₹257.01 Cr
FMCG
14.03%
₹212.34 Cr
Energy
8.59%
₹130.03 Cr
Healthcare
5.65%
₹85.51 Cr
Communication
5.44%
₹82.37 Cr
Chemicals
5.12%
₹77.53 Cr
Services
4.18%
₹63.24 Cr
Construction
3.95%
₹59.76 Cr
Engineering
2.98%
₹45.12 Cr
Technology
2.32%
₹35.12 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 May 2020
HDFC Bank Ltd.
7.81%
₹118.22 Cr
Bharti Airtel Ltd.
5.44%
₹82.35 Cr
Reliance Industries Ltd.
4.89%
₹74.02 Cr
Housing Development Finance Corpn. Ltd.
4.77%
₹72.21 Cr
State Bank of India
4.68%
₹70.84 Cr
GOI
4.28%
₹64.79 Cr
Hindustan Unilever Ltd.
3.34%
₹50.56 Cr
ICICI Bank Ltd.
3.32%
₹50.26 Cr
Others
3.11%
₹47.08 Cr
Varun Beverages Ltd.
2.83%
₹42.84 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 May 2020
HDFC Bank Ltd.
7.81%
₹118.22 Cr
Bharti Airtel Ltd.
5.44%
₹82.35 Cr
Reliance Industries Ltd.
4.89%
₹74.02 Cr
Housing Development Finance Corpn. Ltd.
4.77%
₹72.21 Cr
State Bank of India
4.68%
₹70.84 Cr
GOI
4.28%
₹64.79 Cr
Hindustan Unilever Ltd.
3.34%
₹50.56 Cr
ICICI Bank Ltd.
3.32%
₹50.26 Cr
Others
3.11%
₹47.08 Cr
Varun Beverages Ltd.
2.83%
₹42.84 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 May 2020
NCD
6.56%
₹99.34 Cr
Bonds
6.05%
₹91.58 Cr
Debenture
5.17%
₹78.26 Cr
Fixed Deposits
4.33%
₹65.47 Cr
GOI Sec
2.35%
₹35.55 Cr
Reverse Repo
1.66%
₹25.15 Cr
Bonds/Deb
1.28%
₹19.34 Cr
Repo
0.48%
₹7.19 Cr
Instruments Holding in this Mutual Fund
as on 31 May 2020
NCD
6.56%
₹99.34 Cr
Bonds
6.05%
₹91.58 Cr
Debenture
5.17%
₹78.26 Cr
Fixed Deposits
4.33%
₹65.47 Cr
GOI Sec
2.35%
₹35.55 Cr
Reverse Repo
1.66%
₹25.15 Cr
Bonds/Deb
1.28%
₹19.34 Cr
Repo
0.48%
₹7.19 Cr
This fund's returns:
5.89%Return Duration
3 Years
BNP Paribas Substantial Equity Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹300
Category Returns
-8.51%
4.99%
3Y Returns
8.10
Canara Robeco Equity Hybrid Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-8.51%
4.99%
3Y Returns
7.57
Mirae Asset Hybrid Equity Fund Direct - Growth
BalancedAggressive
Min. Investment
₹1000
Category Returns
-8.51%
4.99%
3Y Returns
7.12
SBI Equity Hybrid Fund Direct Plan - Growth
BalancedAggressive
Min. Investment
₹100
Category Returns
-8.51%
4.99%
3Y Returns
6.74
DSP Equity & Bond Direct - Growth
BalancedAggressive
Min. Investment
₹500
Category Returns
-8.51%
4.99%
3Y Returns
5.47
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 ₹1,513.73 Crores and the latest NAV decalared is ₹94.840 as on 08 Jul 2020 at 5:56 am.
Sundaram Equity Hybrid Fund Direct - Growth scheme return performance in last 1 year is -2.22%, in last 3 years is 18.76% and 88.61% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,513.73 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
₹26,310.07 Cr
AUM
98
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
