Sundaram Equity Hybrid Fund Growth - Latest NAV ₹92.6748, Returns, Performance & Portfolio

Sundaram Equity Hybrid Fund Growth

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    7.52%
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    (+0.39)92.6748

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Fund Summarystar

PeriodReturns(per year)
10 Years6.88%
5 Years7.52%
3 Years5.84%
1 Year4.96%
6 Months-7.15%
Fund Details
ISININF903J01744
RiskModerately High risk
Fund TypeAggressive Allocation
NAV92.6748
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd5.62%
Bharti Airtel Ltd5.19%
Reliance Industries Ltd4.16%
6.19% Govt Stock 20343.62%
Hindustan Unilever Ltd3.41%
ICICI Bank Ltd2.93%
5.79% Govt Stock 20302.81%
HCL Technologies Ltd2.53%
Bharat Petroleum Corp Ltd2.25%
Larsen & Toubro Ltd2.25%

About Sundaram Equity Hybrid Fund

Being an open-ended hybrid fund, the scheme seeks to provide current income and capital appreciation from a balanced portfolio of fixed income securities and equities.

Pros and Cons of Sundaram Equity Hybrid Fund

This product is suitable for those who are seeking:

  • Long term capital appreciation and income.
  • The scheme is a mix of investments predominantly in equity related instruments and equities and in fixed income securities.
  • Ensures that the returns are maximized while protecting the liquidity of the portfolio.

Fund Information and Statistics of Sundaram Equity Hybrid Fund

Inception/ Launch Date

The Sundaram Equity Hybrid Fund was launched on 23 June 2000, by Sundaram Mutual Fund.

Risk Level

There is no assurance or guarantee on returns. The scheme carries a moderately high level of risk. Changes in the tax benefits may impact the returns to investors due to change in government policy.The investment manager has the right to change or modify conditions related to aggregation of transactions issued by SEBI.

Redemption

The redemption of the units can be done on all business days at NAV based prices. The dispatch of redemption proceeds within 10 business days from the date of receipt of the redemption request from the unit holder.

Fund Manager

Mr.Rahul Baijal is the fund manager of Sundaram Equity Hybrid Fund since December 2017.

Entry/ Exit Load

The entry load is NIL for investing in this scheme. The exit load of 1% will be charged for units in excess of 10% of the investment if redeemed within 365 days from the date of allotment of the units.

Tax benefits of investing in Sundaram Equity Hybrid Fund

Long term capital gains in excess of Rs 1 lakh are taxed at the rate of 10%. The short term capital gains are taxed at the rate of 15%.

About Sundaram Mutual Fund

Sundaram Mutual Fund is a part of one of the oldest and well-known financial services providers, known as Sundaram group. This mutual fund allows its retail investors to invest together with a common investment goal. The company invests in equities, fixed income instruments and various other avenues on behalf of its investors and shares the benefits mutually.

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Frequently Asked Questions

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Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns