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
Returns since inception
12.67%p.a.
High Risk
Hybrid
4 Star
NAV as of Dec 31, 2021
₹146.34
0.59%1D Change
Returns since inception
12.67%p.a.
Sundaram Equity Hybrid Fund - Direct Plan - Growth Option
High Risk|Hybrid|4 Star
NAV as of Dec 31, 2021
₹146.34
0.59%1D
Returns since inception
12.67%p.a.
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
- Age12 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 |
|---|---|---|---|
| DSP Equity & Bond Fund Di... | ₹ 8,215 Cr | ₹291.16 | 0.66% | Very High |
| SBI Equity Hybrid Fund Di... | ₹ 74,036 Cr | ₹326.75 | 0.60% | Very High |
| Edelweiss Aggressive Hybr... | ₹ 2,612 Cr | ₹71.70 | 0.48% | Very High |
| Axis Aggresive Hybrid Fun... | ₹ 1,549 Cr | ₹22.13 | 0.50% | 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% |
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
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Frequently Asked Questions
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Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
8,069 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
