How to Invest in Sundaram Equity Hybrid Fund Direct Growth?

You can easily invest in Sundaram Equity Hybrid Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Equity Hybrid Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Equity Hybrid Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Equity Hybrid Fund Direct Growth provide?

The Sundaram Equity Hybrid Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is 28.76% since its inception.

How much expense ratio is charged by Sundaram Equity Hybrid Fund Direct Growth?

The term Expense Ratio used for Sundaram Equity Hybrid Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Equity Hybrid Fund Direct Growth is 1.01% as of 27 Mar 2025...

What is the AUM of Sundaram Equity Hybrid Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Equity Hybrid Fund Direct Growth is ₹1,954.01Cr as of 27 Mar 2025.

How to Redeem Sundaram Equity Hybrid Fund Direct Growth?

If you want to sell your Sundaram Equity Hybrid Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Equity Hybrid Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Equity Hybrid Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Equity Hybrid Fund Direct Growth?

The NAV of Sundaram Equity Hybrid Fund Direct Growth is ₹146.34 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Equity Hybrid Fund Direct Growth?

The PE ratio ratio of Sundaram Equity Hybrid Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Equity Hybrid Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

Sundaram Equity Hybrid Fund Direct Growth
Hybrid
Aggressive Hybrid
High Risk
1012345678970123456789.2012345678980123456789%
3Y annualised
+0.59% 1D
NO GRAPH DATA TO DISPLAY
1M
6M
1Y
3Y
5Y
All
  NAV: 31 Dec 2021₹146.34
Min. SIP amountNot Supported
Rating4
Fund size₹1,954.01Cr
Holdings (77)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity5.39%
HDFC Bank Ltd.
FinancialEquity4.69%
ICICI Bank Ltd.
FinancialEquity4.50%
Larsen & Toubro Ltd.
ConstructionEquity3.11%
State Bank of India
FinancialEquity2.81%
Food Corporation of India
FMCGBonds2.60%
United Spirits Ltd.
FMCGEquity2.57%
Reliance Industries Ltd.
EnergyEquity2.44%
Tata Consultancy Services Ltd.
TechnologyEquity2.41%
Housing Development Finance Corpn. Ltd.
FinancialEquity2.35%
Astral Ltd.
ChemicalsEquity2.29%
Home First Finance Company India Ltd.
FinancialEquity2.13%
MindTree Ltd.
TechnologyEquity2.00%
Bharat Petroleum Corporation Ltd.
EnergyEquity1.85%
Bharti Airtel Ltd.
CommunicationEquity1.83%
PI Industries Ltd.
ChemicalsEquity1.82%
CSB Bank Ltd.
FinancialEquity1.82%
HCL Technologies Ltd.
TechnologyEquity1.79%
Procter & Gamble Hygiene & Health Care Ltd.
FMCGEquity1.72%
Varun Beverages Ltd.
FMCGEquity1.66%
Axis Bank Ltd.
FinancialEquity1.56%
Westlife Development Ltd.
ServicesEquity1.55%
Gland Pharma Ltd.
HealthcareEquity1.53%
Bajaj Finserv Ltd.
FinancialEquity1.50%
Shriram Transport Finance Company Ltd.
FinancialEquity1.42%
Indraprastha Gas Ltd.
EnergyEquity1.35%
Power Finance Corporation Ltd.
FinancialDebenture1.31%
Housing Development Finance Corpn. Ltd.
FinancialDebenture1.31%
State Bank of India
FinancialAdditional Tier 1 Bo1.31%
REC Ltd.
FinancialDebenture1.29%
National Bank For Agriculture & Rural Development
FinancialDebenture1.28%
Reserve Bank of India
FinancialT-Bills1.27%
Reserve Bank of India
FinancialT-Bills1.27%
HDFC Bank Ltd.
FinancialAdditional Tier 1 Bo1.19%
Ultratech Cement Ltd.
ConstructionEquity1.18%
Ashok Leyland Ltd.
AutomobileEquity1.04%
Export-Import Bank Of India
FinancialAdditional Tier 1 Bo1.03%
Tata Consumer Products Ltd.
FMCGEquity1.00%
GOI
SovereignGOI Sec0.97%
Kotak Mahindra Bank Ltd.
FinancialEquity0.91%
Minda Industries Ltd.
AutomobileEquity0.90%
Schaeffler India Ltd.
EngineeringEquity0.86%
Dalmia Bharat Ltd.
ConstructionEquity0.82%
Bank Of Baroda
FinancialAdditional Tier 2 Bo0.81%
National Housing Bank
FinancialNCD0.80%
GOI
SovereignCGL0.80%
Quess Corp Ltd.
FinancialEquity0.78%
Bank Of Baroda
FinancialAdditional Tier 1 Bo0.78%
LIC Housing Finance Ltd.
FinancialBonds/NCD0.77%
Prestige Estates Projects Ltd.
ConstructionEquity0.72%
Apollo Hospitals Enterprise Ltd.
HealthcareEquity0.70%
SBI Life Insurance Company Ltd.
FinancialEquity0.63%
Power Finance Corporation Ltd.
FinancialNCD0.54%
REC Ltd.
FinancialBonds0.54%
National Bank For Agriculture & Rural Development
FinancialNCD0.54%
LIC Housing Finance Ltd.
FinancialDebenture0.52%
Axis Bank Ltd.
FinancialAdditional Tier 1 Bo0.52%
ICICI Bank Ltd.
FinancialAdditional Tier 1 Bo0.52%
Divi's Laboratories Ltd.
HealthcareEquity0.52%
Power Finance Corporation Ltd.
FinancialNCD0.51%
National Bank For Agriculture & Rural Development
FinancialNCD0.51%
Hindustan Unilever Ltd.
FMCGEquity0.49%
Hindalco Industries Ltd.
MetalsEquity0.46%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity0.44%
Dixon Technologies (India) Ltd.
EngineeringEquity0.39%
Phoenix Mills Ltd.
ConstructionEquity0.39%
Adani Ports and Special Economic Zone Ltd.
ServicesEquity0.38%
Titan Company Ltd.
Consumer DurableEquity0.32%
Crompton Greaves Consumer Electricals Ltd.
Consumer DurableEquity0.31%
Tata Sons Ltd.
FinancialDebenture0.27%
Cipla Ltd.
HealthcareEquity0.26%
GOI
SovereignGOI Sec0.26%
Housing Development Finance Corpn. Ltd.
FinancialNCD0.25%
Maruti Suzuki India Ltd.
AutomobileEquity0.21%
FSN E-Commerce Ventures Ltd.
ServicesEquity0.11%
Yes Bank Ltd.
FinancialAdditional Tier 2 Bo0.10%
Bharti Airtel Ltd. Partly Paid Equity
CommunicationPPE0.07%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.8%17.3%15.6%12.6%
Category average8.5%12.7%20.5%NA
Rank with in category131713NA
Understand terms
Peer ComparisonHybrid, Aggressive Hybrid fundsRating1Y3YFund Size(Cr)
JM Aggressive Hybrid Fund Direct Growth
5
8.9%21.1%729.07
ICICI Prudential Equity & Debt Fund Direct Growth
5
11.0%18.6%38,507.07
Edelweiss Aggressive Hybrid Fund Direct   Growth
5
12.8%18.1%2,289.86
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth
5
8.0%17.2%974.20
Franklin India Equity Hybrid Fund Direct Growth
4
10.1%15.7%1,945.03
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2021 - Present
1.01%
31 Dec 2021 - 31 Dec 2021
1.01%
30 Nov 2021 - 31 Dec 2021
0.89%
31 Oct 2021 - 30 Nov 2021
0.86%
30 Sep 2021 - 31 Oct 2021
0.87%
31 Aug 2021 - 30 Sep 2021
0.88%
31 Jul 2021 - 31 Aug 2021
0.88%
30 Jun 2021 - 31 Jul 2021
0.88%
31 May 2021 - 30 Jun 2021
0.89%
30 Apr 2021 - 31 May 2021
0.90%
31 Mar 2021 - 30 Apr 2021
0.99%
28 Feb 2021 - 31 Mar 2021
0.90%
31 Jan 2021 - 28 Feb 2021
0.91%
31 Dec 2020 - 31 Jan 2021
0.90%
30 Nov 2020 - 31 Dec 2020
1.07%
31 Oct 2020 - 30 Nov 2020
1.09%
30 Sep 2020 - 31 Oct 2020
1.10%
31 Aug 2020 - 30 Sep 2020
1.07%
31 Jul 2020 - 31 Aug 2020
1.07%
30 Jun 2020 - 31 Jul 2020
1.08%
31 May 2020 - 30 Jun 2020
1.09%
30 Apr 2020 - 31 May 2020
1.15%
31 Mar 2020 - 30 Apr 2020
1.02%
29 Feb 2020 - 31 Mar 2020
1.12%
31 Jan 2020 - 29 Feb 2020
1.11%
31 Dec 2019 - 31 Jan 2020
1.41%
30 Nov 2019 - 31 Dec 2019
1.40%
31 Oct 2019 - 30 Nov 2019
1.39%
30 Sep 2019 - 31 Oct 2019
1.40%
31 Aug 2019 - 30 Sep 2019
1.42%
31 Jul 2019 - 31 Aug 2019
1.42%
30 Jun 2019 - 31 Jul 2019
1.43%
31 May 2019 - 30 Jun 2019
1.43%
30 Apr 2019 - 31 May 2019
1.44%
31 Mar 2019 - 30 Apr 2019
1.30%
28 Feb 2019 - 31 Mar 2019
1.42%
31 Jan 2019 - 28 Feb 2019
1.42%
31 Dec 2018 - 31 Jan 2019
1.43%
30 Nov 2018 - 31 Dec 2018
1.44%
31 Oct 2018 - 30 Nov 2018
0.58%
30 Sep 2018 - 31 Oct 2018
0.58%
31 Aug 2018 - 30 Sep 2018
0.50%
31 Jul 2018 - 31 Aug 2018
0.52%
30 Jun 2018 - 31 Jul 2018
0.55%
31 May 2018 - 30 Jun 2018
0.75%
30 Apr 2018 - 31 May 2018
0.77%
31 Mar 2018 - 30 Apr 2018
0.80%
28 Feb 2018 - 31 Mar 2018
0.81%
31 Jan 2018 - 28 Feb 2018
0.82%
31 Dec 2017 - 31 Jan 2018
0.86%
30 Nov 2017 - 31 Dec 2017
1.09%
31 Oct 2017 - 30 Nov 2017
1.61%
Expense ratio, exit load and taxExpense ratio: 1.01%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund managementBharath S.
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Value Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct   Growth
Sundaram Value Fund Series VII Direct   Growth
Sundaram Value Fund Series VIII Direct   Growth
Sundaram Value Fund Series IX Direct   Growth
Sundaram Value Fund Series X Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Services Fund Direct   Growth
Sundaram Equity Savings Fund(Ex) Direct   Growth
Sundaram Equity Fund Direct   Growth
Sundaram Arbitrage Fund(Ex) Direct   Growth
Sundaram Balanced Advantage Fund(Ex) Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Sundaram Focused Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct   Growth
Sundaram Business Cycle Fund Direct   Growth
Sandeep Agarwal
Jan 2013 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Fixed Term Plan IE Direct   Growth
Sundaram Fixed Term Plan IJ Direct   Growth
Sundaram Fixed Term Plan IK Direct   Growth
Sundaram Money Market Fund Direct   Growth
Sundaram Overnight Fund Direct   Growth
Sundaram Ultra Short Term Fund Direct   Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Multi Asset Allocation Fund Direct   Growth
Sundaram Business Cycle Fund Direct   Growth
Rahul Baijal
Dec 2017 - Present
View details
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
HDFC Large Cap Fund Direct Plan Growth
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Services Fund Direct   Growth
Sundaram Balanced Advantage Fund(Ex) Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Sundaram Focused Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
HDFC Business Cycle Fund Direct   Growth
HDFC MNC Fund Direct   Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹62,225.00Cr
Date of Incorporation26 Feb 1996
    Sundaram Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     Rahul Baijal is the Current Fund Manager of Sundaram Equity Hybrid Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹62,225 Cr and     the Latest NAV as of 31 Dec 2021 is ₹146.34.  

    The Sundaram Equity Hybrid Fund Direct Growth is rated High risk.     Minimum SIP Investment is set to ₹100.          For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
  ;
Investment ObjectiveThe scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities. 
 
;
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Scheme Information Document(SID)
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
Website
www.sundarammutual.com
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,
Email
mfshyderabad@karvy.com
Website
www.karvymfs.com
Compare funds
Sundaram Equity Hybrid Fund Direct Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	5.39%
HDFC Bank Ltd.	Financial	Equity	4.69%
ICICI Bank Ltd.	Financial	Equity	4.50%
Larsen & Toubro Ltd.	Construction	Equity	3.11%
State Bank of India	Financial	Equity	2.81%
Food Corporation of India	FMCG	Bonds	2.60%
United Spirits Ltd.	FMCG	Equity	2.57%
Reliance Industries Ltd.	Energy	Equity	2.44%
Tata Consultancy Services Ltd.	Technology	Equity	2.41%
Housing Development Finance Corpn. Ltd.	Financial	Equity	2.35%
Astral Ltd.	Chemicals	Equity	2.29%
Home First Finance Company India Ltd.	Financial	Equity	2.13%
MindTree Ltd.	Technology	Equity	2.00%
Bharat Petroleum Corporation Ltd.	Energy	Equity	1.85%
Bharti Airtel Ltd.	Communication	Equity	1.83%
PI Industries Ltd.	Chemicals	Equity	1.82%
CSB Bank Ltd.	Financial	Equity	1.82%
HCL Technologies Ltd.	Technology	Equity	1.79%
Procter & Gamble Hygiene & Health Care Ltd.	FMCG	Equity	1.72%
Varun Beverages Ltd.	FMCG	Equity	1.66%
Axis Bank Ltd.	Financial	Equity	1.56%
Westlife Development Ltd.	Services	Equity	1.55%
Gland Pharma Ltd.	Healthcare	Equity	1.53%
Bajaj Finserv Ltd.	Financial	Equity	1.50%
Shriram Transport Finance Company Ltd.	Financial	Equity	1.42%
Indraprastha Gas Ltd.	Energy	Equity	1.35%
Power Finance Corporation Ltd.	Financial	Debenture	1.31%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	1.31%
State Bank of India	Financial	Additional Tier 1 Bo	1.31%
REC Ltd.	Financial	Debenture	1.29%
National Bank For Agriculture & Rural Development	Financial	Debenture	1.28%
Reserve Bank of India	Financial	T-Bills	1.27%
Reserve Bank of India	Financial	T-Bills	1.27%
HDFC Bank Ltd.	Financial	Additional Tier 1 Bo	1.19%
Ultratech Cement Ltd.	Construction	Equity	1.18%
Ashok Leyland Ltd.	Automobile	Equity	1.04%
Export-Import Bank Of India	Financial	Additional Tier 1 Bo	1.03%
Tata Consumer Products Ltd.	FMCG	Equity	1.00%
GOI	Sovereign	GOI Sec	0.97%
Kotak Mahindra Bank Ltd.	Financial	Equity	0.91%
Minda Industries Ltd.	Automobile	Equity	0.90%
Schaeffler India Ltd.	Engineering	Equity	0.86%
Dalmia Bharat Ltd.	Construction	Equity	0.82%
Bank Of Baroda	Financial	Additional Tier 2 Bo	0.81%
National Housing Bank	Financial	NCD	0.80%
GOI	Sovereign	CGL	0.80%
Quess Corp Ltd.	Financial	Equity	0.78%
Bank Of Baroda	Financial	Additional Tier 1 Bo	0.78%
LIC Housing Finance Ltd.	Financial	Bonds/NCD	0.77%
Prestige Estates Projects Ltd.	Construction	Equity	0.72%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	0.70%
SBI Life Insurance Company Ltd.	Financial	Equity	0.63%
Power Finance Corporation Ltd.	Financial	NCD	0.54%
REC Ltd.	Financial	Bonds	0.54%
National Bank For Agriculture & Rural Development	Financial	NCD	0.54%
LIC Housing Finance Ltd.	Financial	Debenture	0.52%
Axis Bank Ltd.	Financial	Additional Tier 1 Bo	0.52%
ICICI Bank Ltd.	Financial	Additional Tier 1 Bo	0.52%
Divi's Laboratories Ltd.	Healthcare	Equity	0.52%
Power Finance Corporation Ltd.	Financial	NCD	0.51%
National Bank For Agriculture & Rural Development	Financial	NCD	0.51%
Hindustan Unilever Ltd.	FMCG	Equity	0.49%
Hindalco Industries Ltd.	Metals	Equity	0.46%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	0.44%
Dixon Technologies (India) Ltd.	Engineering	Equity	0.39%
Phoenix Mills Ltd.	Construction	Equity	0.39%
Adani Ports and Special Economic Zone Ltd.	Services	Equity	0.38%
Titan Company Ltd.	Consumer Durable	Equity	0.32%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	0.31%
Tata Sons Ltd.	Financial	Debenture	0.27%
Cipla Ltd.	Healthcare	Equity	0.26%
GOI	Sovereign	GOI Sec	0.26%
Housing Development Finance Corpn. Ltd.	Financial	NCD	0.25%
Maruti Suzuki India Ltd.	Automobile	Equity	0.21%
FSN E-Commerce Ventures Ltd.	Services	Equity	0.11%
Yes Bank Ltd.	Financial	Additional Tier 2 Bo	0.10%
Bharti Airtel Ltd. Partly Paid Equity	Communication	PPE	0.07%

	1Y	3Y	5Y	All
Fund returns	28.8%	17.3%	15.6%	12.6%
Category average	8.5%	12.7%	20.5%	NA
Rank with in category	13	17	13	NA

Hybrid, Aggressive Hybrid funds	Rating	1Y	3Y	Fund Size(Cr)
JM Aggressive Hybrid Fund Direct Growth	5	8.9%	21.1%	729.07
ICICI Prudential Equity & Debt Fund Direct Growth	5	11.0%	18.6%	38,507.07
Edelweiss Aggressive Hybrid Fund Direct Growth	5	12.8%	18.1%	2,289.86
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	5	8.0%	17.2%	974.20
Franklin India Equity Hybrid Fund Direct Growth	4	10.1%	15.7%	1,945.03

Rank (total assets)	#17 in India
Total AUM	₹62,225.00Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	CRISIL Hybrid 35+65 Aggressive Index

Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Sundaram Equity Hybrid Fund Direct Growth

Holdings (77)

Minimum investment amounts

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.01%

Exit load

Stamp duty

Tax implication

Fund management

Bharath S.Feb 2021 - PresentView details

Sandeep AgarwalJan 2013 - PresentView details

Rahul BaijalDec 2017 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Bharath S.
Feb 2021 - Present
View details

Sandeep Agarwal
Jan 2013 - Present
View details

Rahul Baijal
Dec 2017 - Present
View details