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Sundaram Equity Hybrid Fund Direct IDCW-0.43%

38.84%
1 Year Return
Hybrid
Aggressive Hybrid
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Equity Hybrid Fund Direct IDCW

RiskHigh
Min SIP Amount₹100
Expense Ratio0.89%
NAV₹17.48 (23 Jun 2021)
Fund Started02 Jan 2013
Fund Size1,750 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
38.8%
13.3%
14.0%
11.4%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
30
14
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 38.8% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity5.6%
HDFC Bank Ltd.FinancialEquity5.5%
ICICI Bank Ltd.FinancialEquity5.3%
Astral Ltd.ChemicalsEquity3.2%
Larsen & Toubro Ltd.ConstructionEquity3.1%
State Bank of IndiaFinancialEquity3.1%
CSB Bank Ltd.FinancialEquity2.8%
Housing Development Finance Corpn. Ltd.FinancialEquity2.7%
Tata Consultancy Services Ltd.TechnologyEquity2.5%
Bharat Petroleum Corpn. Ltd.EnergyEquity2.3%
See All

Fund Managers

S Bharath
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Sandeep Agarwal
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Rahul Baijal
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Sundaram Equity Hybrid Fund Direct IDCW Details

Sundaram Equity Hybrid Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Rahul Baijal is the Current Fund Manager of Sundaram Equity Hybrid Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,750 Cr and the Latest NAV as of 23 Jun 2021 is ₹17.48.

The Sundaram Equity Hybrid Fund Direct IDCW is rated High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Investment Objective

The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed 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
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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