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

Sundaram Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
High Risk
17.28%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹146.34
Min. SIP amountNA
Rating4
Fund size₹1,954.01Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.8%17.3%15.6%12.6%
Category average42.2%12.7%12.2%NA
Rank with in category131713NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
TechnologyEquity5.4%
FinancialEquity4.7%
FinancialEquity4.5%
ConstructionEquity3.1%
FinancialEquity2.8%
Food Corporation of India
FMCGBonds2.6%
FMCGEquity2.6%
EnergyEquity2.4%
TechnologyEquity2.4%
FinancialEquity2.3%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.89%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher alpha: 2.14 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y

Cons

1Y annualised returns lower than category average by 11.52%

Expense ratio, exit load and tax

Expense ratio: 0.89%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Bharath
Feb 2021 - Present
View details
Sandeep Agarwal
Jan 2013 - Present
View details
Rahul Baijal
Dec 2017 - Present
View details

Fund house & investment objective

Fund house contact details

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