| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.09% |
| NAV | ₹94.01 (03 Jul 2020) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,514 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.3% |
| Bharti Airtel Ltd. | Communication | Equity | 5.4% |
| Reliance Industries Ltd. | Energy | Equity | 4.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.3% |
| Varun Beverages Ltd. | FMCG | Equity | 2.8% |
| ICICI Bank Ltd. | Financial | Equity | 2.7% |
| GOI | Sovereign | GOI Sec | 2.7% |
| Aarti Industries Ltd. | Chemicals | Equity | 2.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.4% |
| United Spirits Ltd. | FMCG | Equity | 2.2% |
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 02 Jan 2013. 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 ₹1,514 Cr and the Latest NAV as of 03 Jul 2020 is ₹94.01.
The Sundaram Equity Hybrid Fund Direct Growth is rated Moderately 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.
The scheme seeks to generate capital appreciation and current income through a mix of investments in Equities and Fixed Income Securities.
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.