Sundaram Equity Hybrid Fund - Direct Plan - Growth Option
Sundaram Equity Hybrid Fund - Direct Plan - Growth Option

Sundaram Equity Hybrid Fund - Direct Plan - Growth Option

Hybrid
Direct
High Risk
Aggressive Allocation

NAV: ₹ 146.6 as on 24-11-2021

About the Fund

Sundaram Equity Hybrid Fund - Direct Plan - Growth Option is a hybrid fund. This fund was started on  1 January, 2013. The fund is managed by S. Bharath, Sandeep Agarwal, Rahul Baijal. This fund gives you the benefit of diversification.

Key parameters

1) Sundaram Equity Hybrid Fund - Direct Plan - Growth Option has a NAV of 146.616 as on 29-Nov-2021.

2) Sundaram Equity Hybrid Fund - Direct Plan - Growth Option has 1980 Cr worth of assets under management (AUM) as on 29-Nov-2021 and is less than category average.

3) The fund has an expense ratio 0.86 %.

Fund Overview

Expense ratio
Expense ratio
0.86%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹1980 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
117.3%

Fund Distribution

  • Equity 74.9%
  • Debt & Cash 25%
Size breakup
Large cap
82.86%
Mid cap
12.13%
Small cap
5%
Sector Allocation
Financial Services34.7%
Tech15.2%
Industrial11.6%
Defensive10.5%
Energy7%
Basic Materials5.9%
Health5.1%
Cyclical4.3%
Communication2.3%
Utilities1.7%
Real Estate1.5%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings20
ICICI Bank Ltd
ICICI Bank Ltd
5.5%
Infosys Ltd
Infosys Ltd
5.2%
HDFC Bank Ltd
HDFC Bank Ltd
4.9%
Larsen & Toubro Ltd
Larsen & Toubro Ltd
3.3%
Reliance Industries Ltd
Reliance Industries Ltd
3.2%
State Bank of India
State Bank of India
3%
United Spirits Ltd
United Spirits Ltd
2.7%
Housing Development Finance Corp Ltd
Housing Development Finance Corp Ltd
2.5%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 12.8% since inception which is more than its category average return of 12.56%
Fund Allocations

Fund Allocations

This fund has an allocation of 74.9% in Equity, 18.5% in Debt and 6.5% in Cash related instruments
AUM size ₹1980 Cr

AUM size ₹1980 Cr

This fund has AUM of ₹1980 Cr which is less than its category average of ₹ 3300 Cr
Expense Ratio 0.86%

Expense Ratio 0.86%

This fund has an expense ratio of 0.86% which is less than its category average expense ratio of 1.58%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Frequently Asked Questions

What are the average returns of Sundaram Equity Hybrid Fund - Direct Plan - Growth Option Fund ?

What is the current NAV of Sundaram Equity Hybrid Fund - Direct Plan - Growth Option Fund?

How do I invest in Sundaram Equity Hybrid Fund - Direct Plan - Growth Option Fund?

What is the expense ratio of Sundaram Equity Hybrid Fund - Direct Plan - Growth Option fund?

What is the worth of total assets under management (AUM) of Sundaram Equity Hybrid Fund - Direct Plan - Growth Option fund ?

What are the top holdings of Sundaram Equity Hybrid Fund - Direct Plan - Growth Option Fund?

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