Sundaram Equity Hybrid Fund Direct Growth-1.01%

3Groww
-2.91%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Equity Hybrid Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.42%
NAV95.74 (08 Jul 2019)
Fund Started01 Jan 2013
Fund Size1,721 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Equity Hybrid Fund Direct Growth
-2.9%
8.6%
8.3%
9.5%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.ITEquity8.1%
    HDFC Bank Ltd.Financial ServicesEquity6.8%
    ICICI Bank Ltd. Financial ServicesEquity5.0%
    ITC Ltd.Consumer GoodsEquity4.0%
    Bharat Financial Inclusion Ltd.Financial ServicesEquity3.9%
    Maruti Suzuki India Ltd.AutomobileEquity3.5%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity2.5%
    Tata Consultancy Services Ltd.ITEquity2.4%
    CBLO(CCIL)Current AssetsMoney Market2.4%
    Tech Mahindra Ltd.ITEquity2.3%
    See All

    Fund Managers

    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed

    Other Details

    Sundaram Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Rahul Baijal is the Current Fund Manager of Sundaram Equity Hybrid Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,721 Cr and the Latest NAV as of 08 Jul 2019 is ₹95.74.

    The Sundaram Equity Hybrid Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days..

    Investment Objective

    The scheme seeks to generate capital appreciation and current income through a mix of investments in Equities and Fixed Income Securities.

    Tax Implications

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹500
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Sundaram
    Address
    NA
    Email
    NA
    Website
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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