Sundaram Equity Hybrid Fund Regular Dividend+0.68%

4
-3.34%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Equity Hybrid Fund Regular Dividend

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.17%
NAV12.70 (06 Jul 2020)
Fund Started23 Jun 2000
Fund Size1,514 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Equity Hybrid Fund Regular Dividend
-3.3%
4.5%
6.5%
11.5%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
14
5
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -3.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.3%
    Bharti Airtel Ltd.CommunicationEquity5.4%
    Reliance Industries Ltd.EnergyEquity4.9%
    Hindustan Unilever Ltd.FMCGEquity3.3%
    Varun Beverages Ltd.FMCGEquity2.8%
    ICICI Bank Ltd.FinancialEquity2.7%
    GOISovereignGOI Sec2.7%
    Aarti Industries Ltd.ChemicalsEquity2.4%
    Larsen & Toubro Ltd.ConstructionEquity2.4%
    United Spirits Ltd.FMCGEquity2.2%
    See All

    Fund Managers

    addSandeep Agarwal
    Education
    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
    Funds Managed
    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed

    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 ₹1,514 Cr and the Latest NAV as of 06 Jul 2020 is ₹12.70.

    The Sundaram Equity Hybrid Fund Regular Dividend 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 seeks to generate capital appreciation and current income through a mix of investments in 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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