Sundaram Equity Hybrid Fund Growth

Hybrid
Aggressive Hybrid
High Risk
16.01%
3Y annualised
+0.58% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021
₹135.14
Rating
3
Min. SIP amount
Not Supported
Fund size
₹1,954.01Cr

Return calculator

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

Holdings (77)

NameSectorInstrumentAssets
TechnologyEquity5.39%
FinancialEquity4.69%
FinancialEquity4.50%
ConstructionEquity3.11%
FinancialEquity2.81%
Food Corporation of India
FMCGBonds2.60%
FMCGEquity2.57%
EnergyEquity2.44%
TechnologyEquity2.41%
FinancialEquity2.35%
ChemicalsEquity2.29%
FinancialEquity2.13%
TechnologyEquity2.00%
EnergyEquity1.85%
CommunicationEquity1.83%
ChemicalsEquity1.82%
FinancialEquity1.82%
TechnologyEquity1.79%
FMCGEquity1.72%
FMCGEquity1.66%
FinancialEquity1.56%
ServicesEquity1.55%
HealthcareEquity1.53%
FinancialEquity1.50%
FinancialEquity1.42%
EnergyEquity1.35%
FinancialDebenture1.31%
FinancialDebenture1.31%
FinancialAdditional Tier 1 Bo1.31%
FinancialDebenture1.29%
FinancialDebenture1.28%
Reserve Bank of India
FinancialT-Bills1.27%
Reserve Bank of India
FinancialT-Bills1.27%
FinancialAdditional Tier 1 Bo1.19%
ConstructionEquity1.18%
AutomobileEquity1.04%
Export-Import Bank Of India
FinancialAdditional Tier 1 Bo1.03%
FMCGEquity1.00%
GOI
SovereignGOI Sec0.97%
FinancialEquity0.91%
AutomobileEquity0.90%
EngineeringEquity0.86%
ConstructionEquity0.82%
FinancialAdditional Tier 2 Bo0.81%
National Housing Bank
FinancialNCD0.80%
GOI
SovereignCGL0.80%
FinancialEquity0.78%
FinancialAdditional Tier 1 Bo0.78%
LIC Housing Finance Ltd.
FinancialBonds/NCD0.77%
ConstructionEquity0.72%
HealthcareEquity0.70%
FinancialEquity0.63%
FinancialNCD0.54%
FinancialBonds0.54%
FinancialNCD0.54%
LIC Housing Finance Ltd.
FinancialDebenture0.52%
FinancialAdditional Tier 1 Bo0.52%
FinancialAdditional Tier 1 Bo0.52%
HealthcareEquity0.52%
FinancialNCD0.51%
National Bank For Agriculture & Rural Development
FinancialNCD0.51%
FMCGEquity0.49%
MetalsEquity0.46%
HealthcareEquity0.44%
EngineeringEquity0.39%
ConstructionEquity0.39%
ServicesEquity0.38%
Consumer DurableEquity0.32%
Consumer DurableEquity0.31%
Tata Sons Ltd.
FinancialDebenture0.27%
HealthcareEquity0.26%
GOI
SovereignGOI Sec0.26%
FinancialNCD0.25%
AutomobileEquity0.21%
ServicesEquity0.11%
FinancialAdditional Tier 2 Bo0.10%
CommunicationPPE0.07%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.1%16.0%14.2%12.9%
Category average-0.3%14.0%16.7%NA
Rank with in category121614NA
Understand terms

Peer Comparison

Hybrid, Aggressive Hybrid fundsRating1Y3YFund Size(Cr)
5
-7.6%20.0%840.84
5
4.0%19.4%44,605.00
5
1.0%17.1%2,994.48
5
-1.7%15.7%6,422.41
4
1.5%15.1%11,436.32

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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