Fund Details
Sundaram Equity Hybrid Fund Regular Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.14% |
| NAV | ₹108.91 (18 Jan 2021) |
|---|---|
| Fund Started | 23 Jun 2000 |
| Fund Size | ₹1,646 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
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
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.18%
9. 1Y Returns are lower than the category average returns
10. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.3% |
| Infosys Ltd. | Technology | Equity | 4.7% |
| Bharti Airtel Ltd. | Communication | Equity | 4.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| Reliance Industries Ltd. | Energy | Equity | 2.9% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.8% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.5% |
| Astral Poly Technik Ltd. | Chemicals | Equity | 2.1% |
Fund Managers
Sundaram Equity Hybrid Fund Regular Growth Details
Sundaram Equity Hybrid Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,646 Cr and the Latest NAV as of 18 Jan 2021 is ₹108.91.
The Sundaram Equity Hybrid Fund Regular Growth 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.
