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Sundaram Equity Hybrid Fund Direct Growth
+17.28%
3Y annualised
+0.59% 1D
NAV: 31 Dec '21
₹146.34
Min. for SIP
--
Fund size (AUM)
₹1,954.00 Cr
Expense ratio
--
Rating
4
Holdings (77)
| Name | Sector | Instruments | 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% |
See All
Minimum investments
Min. for 1st investment
--
Min. for 2nd investment
--
Min. for SIP
--
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +28.8% | +17.3% | +15.6% | +12.6% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 13 | 17 | 13 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns 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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.58% | +15.91% | 2,195.61 | |
 | -3.01% | +12.68% | 3,874.96 | |
 | -5.42% | +12.35% | 50,706.13 | |
 | -2.89% | +11.70% | 86,162.81 | |
 | -5.40% | +9.78% | 3,856.85 | |
| Compare | ||||
About Sundaram Equity Hybrid Fund Direct Growth
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. The fund currently has an Asset Under Management(AUM) of ₹77,566 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.
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Investment Objective
The 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
Fund house
Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,