Fund Details
Sundaram Equity Hybrid Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.09% |
| NAV | ₹107.55 (27 Nov 2020) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,527 Cr |
Returns
as per Historical Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| Infosys Ltd. | Technology | Equity | 5.2% |
| Bharti Airtel Ltd. | Communication | Equity | 4.4% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.3% |
| Reliance Industries Ltd. | Energy | Equity | 3.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.1% |
| HCL Technologies Ltd. | Technology | Equity | 2.1% |
Fund Managers
Sundaram Equity Hybrid Fund Direct Growth Details
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 ₹1,527 Cr and the Latest NAV as of 27 Nov 2020 is ₹107.55.
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.
Investment Objective
The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.
Tax Implications
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.
