Sundaram Equity Hybrid Fund - Direct Plan - Growth Option
High Risk
Hybrid
4 Star
NAV as of Dec 31, 2021
₹146.34
0.59%1D Change
3Y returns
+59.94% ↑
High Risk
Hybrid
4 Star
NAV as of Dec 31, 2021
₹146.34
0.59%1D Change
3Y returns
+59.94% ↑
Sundaram Equity Hybrid Fund - Direct Plan - Growth Option
High Risk|Hybrid|4 Star
NAV as of Dec 31, 2021
₹146.34
0.59%1D
3Y returns
+59.94% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio0.89%
- Exit Load1% within 365 days
- AUM (Fund size)₹1,954.01 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskHigh
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Infosys Ltd | 5.39% |
| HDFC Bank Ltd | 4.69% |
| ICICI Bank Ltd | 4.5% |
| Larsen & Toubro Ltd | 3.11% |
| State Bank of India | 2.81% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Aggressive Hybrid Fu... | ₹ 5,459 Cr | ₹60.04 | 0.20% | Very High |
| Mirae Asset Aggressive Hy... | ₹ 9,530 Cr | ₹37.94 | 3.14% | Very High |
| Kotak Aggressive Hybrid D... | ₹ 8,653 Cr | ₹72.35 | 3.01% | Very High |
| ICICI Prudential Equity &... | ₹ 50,205 Cr | ₹441.09 | 2.81% | Very High |
NAV History - SUNDARAM EQUITY HYBRID FUND Direct Plan - Growth
FUND | SUNDARAM EQUITY HYBRID FUND Direct Plan - Growth |
|---|---|
| NAV (Dec 31, 2021) | ₹146.34 |
| Class | Hybrid | Conservative |
| Inception Date | Jan 01, 2013 |
| Fund Manager | S. Bharath, Sandeep Agarwal, Rahul Baijal |
FUND | SUNDARAM EQUITY HYBRID FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM EQUITY HYBR... | 1.57% | 1.91% | 0.82% | 11.27% | 28.76% | 17.3% |
Frequently Asked Questions
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About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹5,865
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.