NAV: 31 Dec 2021 | ₹146.34 |
Min. SIP amount | NA |
Rating | 4 |
Fund size | ₹1,954.01Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 28.8% | 17.3% | 15.6% | 12.6% |
Category average | 42.2% | 12.7% | 12.2% | NA |
Rank with in category | 13 | 17 | 13 | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
Infosys Ltd. | Technology | Equity | 5.4% |
HDFC Bank Ltd. | Financial | Equity | 4.7% |
ICICI Bank Ltd. | Financial | Equity | 4.5% |
Larsen & Toubro Ltd. | Construction | Equity | 3.1% |
State Bank of India | Financial | Equity | 2.8% |
Food Corporation of India | FMCG | Bonds | 2.6% |
United Spirits Ltd. | FMCG | Equity | 2.6% |
Reliance Industries Ltd. | Energy | Equity | 2.4% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.4% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.3% |
Inclusive of GST
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
0.005% (from July 1st, 2020)
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.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
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:
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.
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 29 Jun 2022...
The AUM, short for Assets Under Management of Sundaram Equity Hybrid Fund Direct Growth is ₹1,954.01Cr as of 29 Jun 2022.
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.
The NAV of Sundaram Equity Hybrid Fund Direct Growth is ₹146.34 as of 31 Dec 2021.