Sundaram Equity Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Equity Hybrid Fund Regular Growth 4.52 6.59 12.75 10.67 8.36 12.30
CRISIL Hybrid 35+65 - Aggressive Index 4.10 5.45 11.97 11.18 9.28 9.41
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Equity Hybrid Fund Regular Growth Jun 15, 2000 12.75 10.67 8.36 2.24 1,823.76
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 15.33 10.85 10.48 1.64 30,906.44
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 7.13 9.50 9.31 1.73 23,950.41
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 8.22 6.85 4.87 1.77 21,086.54
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 5.76 6.47 7.89 1.86 11,607.99
Nippon India Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated 3.63 7.37 7.57 1.76 9,278.38

Fund Holdings as on 31-October-2019

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • 7.26% Central Government Securities 14/01/2029

  • Varun Beverages Ltd

  • Housing Development Finance Corporation Ltd

  • Hindustan UniLever Ltd

  • Aarti Industries Ltd

  • 7.57% Central Government Securities 17/06/2033

  • Kotak Mahindra Bank Ltd

  • SBI Life Insurance Company Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bharti Airtel Ltd

  • Trent Ltd

  • TMF Holdings Ltd - 24/01/2020**

  • Voltas Ltd

  • Quess Corp Ltd

  • Small Industrial Development Bank of India - 7.95% - 26/04/2022**

  • Torrent Pharmaceuticals Ltd

  • Sundaram Overnight Fund-Direct Growth

  • State Bank of India - 8.15% - 02/08/2022**

  • INOX Leisure Ltd

  • United Spirits Ltd

  • HDFC Bank Ltd - 8.85% - 12/05/2022

  • ITC Ltd

  • Infosys Ltd

  • Exide Industries Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Bajaj Finance Ltd

  • Titan Company Ltd

  • Housing and Urban Development Corp. Ltd - 8.23% - 15/04/2022**

  • Crompton Greaves Consumer Electricals Ltd

  • Export Import Bank of India - 8.6% - 31/03/2022**

  • State Bank of India - 8.39% - 25/10/2021**

  • Astral Poly Technik Ltd

  • NTPC Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • State Bank of India - 9.56% - 04/12/2023**

  • Bharat Petroleum Corporation Ltd

  • Bank of Baroda - 8.55% - 14/02/2029**

  • Ultratech Cement Ltd

  • EIH Ltd

  • Cummins India Ltd

  • Bank of Baroda - 8.65% - 11/08/2022**

  • Tata Consultancy Services Ltd

  • Lemon Tree Hotels Ltd

  • Avenue Supermarts Ltd

  • Motherson Sumi Systems Ltd

  • The Ramco Cements Ltd

  • National Bank for Agricultural & Rural Development - 7.69% - 29/05/2024

  • SKF India Ltd

  • Power Finance Corporation Ltd - 8.1% - 04/06/2024**

  • Housing Development Finance Corporation Ltd - 7.99% - 11/07/2024**

  • LIC Housing Finance Ltd - 7.99% - 12/07/2029**

  • ICICI Bank Ltd - 9.2% - 17/03/2022**

  • Oriental Nagpur Betul Highway ltd - 8.28% - 30/09/2020**

  • Axis Bank Ltd - 8.75% - 28/06/2022**

  • Cash and Other Net Current Assets^

  • TREPS

  • ABB India Ltd

  • Mahanagar Gas Ltd

  • Yes Bank Ltd - 9% - 18/10/2022**

  • Security and Intelligence Services (India) Ltd

  • Schaeffler India Ltd

  • Polycab India Ltd

  • REC Ltd - 9.75% - 11/11/2021**

  • Tata Sons Pvt Ltd - 9.3% - 19/06/2024**

  • 6.45% Central Government Securities 07/10/2029

  • IndusInd Bank Ltd

  • Westlife Development Ltd

  • Siemens Ltd

  • Power Finance Corporation Ltd - 8.7% - 14/05/2020**

  • Yes Bank Ltd - 9.9% - 31/10/2022**

  • Arti Surfactants Ltd

  • 6.35% Central Government Securities 02/01/2020

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Insurance

  • Engineering - Construction

  • Retailing

  • Household & Personal Products

  • Consumer Food

  • Finance - Housing

  • Chemicals

  • IT - Software

  • Telecommunication - Service Provider

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Film Production, Distribution & Entertainment

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • Batteries

  • Finance - NBFC

  • Diamond & Jewellery

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Power Generation/Distribution

  • Bearings

  • Diesel Engines

  • Auto Ancillary

  • Electric Equipment

  • Gas Transmission/Marketing

  • Cable

  • Trading

  • Unspecified

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About Sundaram Equity Hybrid Fund

Scheme Analysis

Sundaram Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 15-Jun-2000 and currently has an AUM of ₹1,823.76 crore. Sundaram Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Equity Hybrid Fund ended down ₹-0.45(-0.48%)yesterday to ₹94.70.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, Reliance Industries Ltd and ICICI Bank Ltd

The Sundaram Equity Hybrid Fund is managed by Sandeep Agarwal and Rahul Baijal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • [ICRA]A+

  • [ICRA]AA+

  • [ICRA]AAA

  • [ICRA]BBB+

  • Cash

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Equity

  • IND AAA

  • MFU

  • Sovereign

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