Sundaram Equity Hybrid Fund Direct IDCW

Hybrid
Aggressive Hybrid
High Risk
Payout
17.28%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹18.61
Min. SIP amountNot Supported
Rating4
Fund size₹1,954.01Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.8%17.3%15.6%12.6%
Category average29.6%15.2%13.8%NA
Rank with in category131713NA
Understand terms

Holdings (77)

NameSectorInstrumentAssets
TechnologyEquity5.39%
FinancialEquity4.69%
FinancialEquity4.50%
ConstructionEquity3.11%
FinancialEquity2.81%
Food Corporation of India
FMCGBonds2.60%
FMCGEquity2.57%
EnergyEquity2.44%
TechnologyEquity2.41%
FinancialEquity2.35%
See All

Expense ratio, exit load and tax

Expense ratio: 1.01%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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