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Sundaram Equity Hybrid Fund Regular Dividend-2.23%

18.04%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Equity Hybrid Fund Regular Dividend

RiskHigh
Min SIP Amount₹100
Expense Ratio2.21%
NAV₹14.89 (26 Feb 2021)
Fund Started23 Jun 2000
Fund Size1,585 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.0%
10.4%
14.6%
8.5%
Category Average
21.7%
9.5%
14.1%
-
Rank Within Category
37
9
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 18.0% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.14%
2. 1Y Returns are lower than the category average returns
3. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.9%
Infosys Ltd.TechnologyEquity5.5%
Bharti Airtel Ltd.CommunicationEquity5.5%
ICICI Bank Ltd.FinancialEquity4.8%
Larsen & Toubro Ltd.ConstructionEquity3.0%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Reliance Industries Ltd.EnergyEquity2.8%
Tata Consultancy Services Ltd.TechnologyEquity2.7%
Astral Poly Technik Ltd.ChemicalsEquity2.4%
CSB Bank Ltd.FinancialEquity2.2%
See All

Fund Managers

Sandeep Agarwal
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Rahul Baijal
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Sundaram Equity Hybrid Fund Regular Dividend Details

Sundaram Equity Hybrid Fund Regular Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,585 Cr and the Latest NAV as of 26 Feb 2021 is ₹14.89.

The Sundaram Equity Hybrid Fund Regular Dividend 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.

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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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