|Min SIP Amount||₹100|
|NAV||₹15.49 (18 Jun 2021)|
|Fund Started||23 Jun 2000|
|Fund Size||₹1,750 Cr|
|HDFC Bank Ltd.||Financial||Equity||5.5%|
|ICICI Bank Ltd.||Financial||Equity||5.3%|
|Larsen & Toubro Ltd.||Construction||Equity||3.1%|
|State Bank of India||Financial||Equity||3.1%|
|CSB Bank Ltd.||Financial||Equity||2.8%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||2.7%|
|Tata Consultancy Services Ltd.||Technology||Equity||2.5%|
|Bharat Petroleum Corpn. Ltd.||Energy||Equity||2.3%|
Sundaram Equity Hybrid Fund Regular IDCW is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 23 Jun 2000. Rahul Baijal is the Current Fund Manager of Sundaram Equity Hybrid Fund Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,750 Cr and the Latest NAV as of 18 Jun 2021 is ₹15.49.
The Sundaram Equity Hybrid Fund Regular IDCW is rated 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 aims to provide capital appreciation and current income from a balanced portfolio of 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.