Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Equity Hybrid Fund Direct Growth

Sundaram Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
High Risk
19.42%
3Y annualised
+0.63% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹149.19
Min. SIP amount₹100
Rating4star
Fund size₹1,957.29 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.4%19.4%15.1%13.2%
Category average42.2%12.7%12.2%NA
Rank with in category241913NA
Understand termsinfo

Holdings (74)

NameSectorInstrumentAssets
TechnologyEquity6.3%
FinancialEquity5.1%
FinancialEquity5.1%
ConstructionEquity3.2%
State Bank of India
FinancialEquity2.6%
ChemicalsEquity2.6%
FinancialEquity2.5%
ChemicalsEquity2.4%
EnergyEquity2.4%
FMCGEquity2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.88%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Bharath
Feb 2021 - Present
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Sandeep Agarwal
Jan 2013 - Present
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Rahul Baijal
Dec 2017 - Present
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Fund house & investment objective

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Fund house contact details

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