Name: Sundaram Equity Hybrid Fund Regular Growth
Brand: Sundaram Mutual Fund

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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%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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 consCategory: Hybrid Aggressive Hybrid
ProsAge is more than 10 years
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
ConsHigher expense ratio - 2.24%
1Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.24%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementS Bharath
Feb 2021 - Present
View Details
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Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Diversified Equity Fund IDCW
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
Sundaram Mid Cap Fund Regular IDCW
Sundaram Mid Cap Fund Regular Growth
Sundaram Diversified Equity Fund Growth
Sundaram Rural and Consumption Fund Regular Growth
Sundaram Rural and Consumption Fund Regular IDCW
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Mid Cap Fund Institutional IDCW
Sundaram Rural and Consumption Fund Institutional IDCW
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct IDCW
Sundaram Rural and Consumption Fund Direct IDCW
Sundaram Rural and Consumption Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular IDCW
Sundaram Infrastructure Advantage Fund Direct IDCW
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
Sundaram Value Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Sundaram Value Fund Series III Regular Growth
Sundaram Value Fund Series III Regular IDCW
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Value Fund Series VII Regular IDCW
Sundaram Value Fund Series VII Regular Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Value Fund Series VIII Regular Growth
Sundaram Value Fund Series VIII Regular IDCW
Sundaram Value Fund Series VIII Direct IDCW
Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series IX Regular Growth
Sundaram Value Fund Series IX Regular IDCW
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series IX Direct IDCW
Sundaram Value Fund Series X Regular Growth
Sundaram Value Fund Series X Regular IDCW
Sundaram Value Fund Series X Direct IDCW
Sundaram Value Fund Series X Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Equity Savings Fund Regular Growth
Sundaram Equity Savings Fund Regular IDCW
Sundaram Equity Savings Fund Direct Growth
Sundaram Equity Savings Fund Direct IDCW
Sundaram Equity Fund Regular Growth
Sundaram Equity Fund Regular IDCW
Sundaram Equity Fund Direct Growth
Sundaram Equity Fund Direct IDCW
Sundaram Arbitrage Fund Regular Growth
Sundaram Arbitrage Fund Regular IDCW
Sundaram Arbitrage Fund Direct IDCW
Sundaram Arbitrage Fund Direct Growth
Sundaram Balanced Advantage Fund Regular IDCW
Sundaram Balanced Advantage Fund Regular Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW
Sundaram Bluechip Fund Regular Growth
Sundaram Bluechip Fund Regular IDCW
Sundaram Bluechip Fund Direct Growth
Sundaram Bluechip Fund Direct IDCW
Sandeep Agarwal
Jul 2010 - Present
View Details
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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.
Also manages these schemes
Sundaram Medium Term Bond Fund Regular IDCW Quarterly
Sundaram Medium Term Bond Fund Regular Growth
Sundaram Medium Term Bond Fund Regular Bonus
Sundaram Medium Term Bond Fund Regular IDCW Half Yearly
Sundaram Medium Term Bond Fund Regular IDCW Yearly
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Corporate Bond Fund Regular IDCW Monthly
Sundaram Corporate Bond Fund Regular IDCW Quarterly
Sundaram Corporate Bond Fund Regular IDCW Half Yearly
Sundaram Corporate Bond Fund Regular IDCW Yearly
Sundaram Corporate Bond Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Short Term Credit Risk Fund IDCW
Sundaram Short Term Credit Risk Fund Growth
Sundaram Short Term Debt Fund IDCW Quarterly
Sundaram Short Term Debt Fund IDCW Half Yearly
Sundaram Short Term Debt Fund IDCW Yearly
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund IDCW Weekly
Sundaram Short Term Debt Fund IDCW Fortnightly
Sundaram Short Term Debt Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Short Term Debt Fund Bonus
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Corporate Bond Fund Direct Growth
Sundaram Corporate Bond Fund Direct IDCW Monthly
Sundaram Corporate Bond Fund Direct IDCW Quarterly
Sundaram Corporate Bond Fund Direct IDCW Yearly
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct IDCW
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Short Term Debt Fund Direct Plan IDCW Weekly
Sundaram Short Term Debt Fund Direct Plan IDCW Quarterly
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan IDCW Fortnightly
Sundaram Short Term Debt Fund Direct Plan IDCW Monthly
Sundaram Short Term Debt Fund Direct Plan Bonus
Sundaram Short Term Debt Fund Direct Plan IDCW Half Yearly
Sundaram Medium Term Bond Fund Direct IDCW Quarterly
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Medium Term Bond Fund Direct IDCW Yearly
Sundaram Short Term Credit Risk Fund Direct IDCW Fortnightly
Sundaram Short Term Credit Risk Fund Direct IDCW Monthly
Sundaram Short Term Credit Risk Fund Direct IDCW Quarterly
Sundaram Short Term Credit Risk Fund Direct IDCW Weekly
Sundaram Short Term Credit Risk Fund IDCW Quarterly
Sundaram Short Term Credit Risk Fund IDCW Monthly
Sundaram Short Term Credit Risk Fund IDCW Half Yearly
Sundaram Short Term Credit Risk Fund IDCW Weekly
Sundaram Fixed Term Plan HS Regular Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IH Regular Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Regular Growth
Sundaram Money Market Fund Regular IDCW Daily
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Direct Growth
Sundaram Overnight Fund Direct IDCW Daily
Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Rahul Baijal
Dec 2017 - Present
View Details
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Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Financial Services Opportunities Fund Regular IDCW
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Multi Asset Fund Growth
Sundaram Multi Asset Fund IDCW
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Multi Asset Fund Direct IDCW
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct IDCW
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular IDCW Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW
Sundaram Top 100 Series VI Regular Growth
Sundaram Top 100 Series VII Regular Growth
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Sundaram Balanced Advantage Fund Regular IDCW
Sundaram Balanced Advantage Fund Regular Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW
Sundaram Bluechip Fund Regular Growth
Sundaram Bluechip Fund Regular IDCW
Sundaram Bluechip Fund Direct Growth
Sundaram Bluechip Fund Direct IDCW
Fund house & investment objective
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Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM32,095.30 Cr
Date of Incorporation26 Feb 1996
Sundaram Equity Hybrid Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investor
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 26 Feb 1996. 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 ₹32,095 Cr and the Latest NAV as of 30 Jul 2021 is ₹125.76.
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....Read more
Investment Objective
The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.
The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	38.5%	12.3%	12.4%	12.7%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	23	16	15	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	6.2%
HDFC Bank Ltd.	Financial	Equity	5.1%
ICICI Bank Ltd.	Financial	Equity	4.8%
Larsen & Toubro Ltd.	Construction	Equity	3.1%
CSB Bank Ltd.	Financial	Equity	2.9%
State Bank of India	Financial	Equity	2.8%
Astral Ltd.	Chemicals	Equity	2.7%
Tata Consultancy Services Ltd.	Technology	Equity	2.6%
Varun Beverages Ltd.	FMCG	Equity	2.4%
Housing Development Finance Corpn. Ltd.	Financial	Equity	2.4%

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

Rating	4
Fund Size	₹1,791.27 Cr

Rank (total assets)	#17 in India
Total AUM	32,095.30 Cr