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

Sundaram Equity Hybrid Fund Regular Growth

Hybrid
Aggressive Hybrid
High Risk
38.45%
1Y return
+0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹125.76
Min. SIP Amount₹100
Rating4star
Fund Size₹1,791.27 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.5%12.3%12.4%12.7%
Category average42.2%12.7%12.2%NA
Rank with in category231615NA
Understand termsinfo

Holdings (70)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.2%
HDFC Bank Ltd.FinancialEquity5.1%
ICICI Bank Ltd.FinancialEquity4.8%
Larsen & Toubro Ltd.ConstructionEquity3.1%
CSB Bank Ltd.FinancialEquity2.9%
State Bank of India
FinancialEquity2.8%
Astral Ltd.ChemicalsEquity2.7%
Tata Consultancy Services Ltd.TechnologyEquity2.6%
Varun Beverages Ltd.FMCGEquity2.4%
Housing Development Finance Corpn. Ltd.FinancialEquity2.4%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • Age is more than 10 years
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.24%
  • 1Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.24%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Bharath
Feb 2021 - Present
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Sandeep Agarwal
Jul 2010 - Present
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Rahul Baijal
Dec 2017 - Present
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Fund house & investment objective

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Fund house contact details

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