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: ₹ 146.96 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
0.87%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹1957 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 75.9%
  • Debt & Cash 24.1%
Size breakup
Large cap
83.06%
Mid cap
11.95%
Small cap
4.98%
Sector Allocation
Financial Services
31.9%
Tech
17%
Industrial
12.9%
Defensive
10.7%
Basic Materials
6.1%
Health
6%
Energy
5.6%
Cyclical
3.8%
Communication
2.3%
Utilities
2%
Real Estate
1.6%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings79
Equity Holdings48
Debt Holdings31

Fund Highlights

Fund Manager
Fund Manager
Fund Manager

Fund Manager

S. Bharath,Sandeep Agarwal,Rahul Baijal
About the fund

About the fund

This fund has delivered an average annual returns of 13.02% since inception which is less than its category average return of 13.18%
Fund Allocations

Fund Allocations

This fund has an allocation of 75.9% in Equity, 20.1% in Debt and 4% in Cash related instruments
AUM size ₹1957 Cr

AUM size ₹1957 Cr

This fund has AUM of ₹1957 Cr which is less than its category average of ₹ 3343 Cr
Expense Ratio 0.87%

Expense Ratio 0.87%

This fund has an expense ratio of 0.87% which is less than its category average expense ratio of 1.59%

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,
We are a SEBI registered investement advisor