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 (₹)

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  • 52 Week Low Nav Date

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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 0.71 -3.24 -0.68 7.67 7.50 12.02
CRISIL Hybrid 35+65 - Aggressive Index 1.40 -2.73 2.45 8.63 8.84 8.95
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 -0.68 7.67 7.50 2.32 1,722.31
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 -0.51 7.60 9.04 1.73 23,288.42
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 0.80 5.02 4.19 1.77 20,695.95
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 -4.17 4.48 7.84 1.87 11,476.54
Reliance Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated -9.18 4.64 6.73 1.84 9,249.86
L&T Hybrid Equity Fund- Regular Plan - Growth Feb 07, 2011 -4.25 5.80 8.37 1.83 8,218.99

Fund Holdings as on 31-August-2019

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • TREPS

  • Torrent Pharmaceuticals Ltd

  • Larsen & Toubro Ltd

  • Housing Development Finance Corporation Ltd

  • Aarti Industries Ltd

  • Varun Beverages Ltd

  • Kotak Mahindra Bank Ltd

  • NTPC Ltd

  • Tata Consultancy Services Ltd

  • ITC Ltd

  • TMF Holdings Ltd - 24/01/2020**

  • Bharti Airtel Ltd

  • Voltas Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Trent Ltd

  • Infosys Ltd

  • SBI Life Insurance Company Ltd

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

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

  • Cholamandalam Investment and Finance Company Ltd - 8.0659% - 27/09/2019**

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

  • United Spirits Ltd

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

  • ICICI Lombard General Insurance Company Ltd

  • Ultratech Cement Ltd

  • Quess Corp Ltd

  • Exide Industries Ltd

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

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

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

  • INOX Leisure Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Bajaj Finance Ltd

  • State Bank of India

  • Titan Company Ltd

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

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

  • REC Ltd - 7.24% - 21/10/2021**

  • EIH Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

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

  • Cash and Other Net Current Assets

  • Cummins India Ltd

  • Lemon Tree Hotels Ltd

  • Asian Paints Ltd

  • IndusInd Bank Ltd

  • NTPC Ltd - 8.73% - 07/03/2023**

  • The Ramco Cements Ltd

  • LIC Housing Finance Ltd - 9.02% - 03/12/2020**

  • LIC Housing Finance Ltd - 8.3% - 15/07/2021**

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

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

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

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

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

  • Small Industrial Development Bank of India - 6.8% - 29/09/2022**

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

  • Avenue Supermarts Ltd

  • RBL Bank Ltd

  • Punjab National Bank - 9.21% - 29/03/2022**

  • Yes Bank Ltd - 9% - 18/10/2022**

  • Maruti Suzuki India Ltd

  • Mahanagar Gas Ltd

  • Schaeffler India Ltd

  • REC Ltd - 9.75% - 11/11/2021**

  • NTPC Ltd - 7.93% - 03/05/2022**

  • National Bank for Agricultural & Rural Development - 8.39% - 19/07/2021**

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

  • Power Finance Corporation Ltd - 7.4% - 30/09/2021**

  • Security and Intelligence Services (India) Ltd

  • Whirlpool of India Ltd

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

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

  • Astral Poly Technik Ltd

  • Westlife Development Ltd

  • Arti Surfactants Ltd

  • 6.35% Central Government Securities 02/01/2020

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • Retailing

  • IT - Software

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Finance - Housing

  • Insurance

  • Chemicals

  • Consumer Food

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Batteries

  • Film Production, Distribution & Entertainment

  • Finance - NBFC

  • Bank - Public

  • Diamond & Jewellery

  • Household & Personal Products

  • Diesel Engines

  • Paints

  • Automobiles - Passenger Cars

  • Gas Transmission/Marketing

  • Bearings

  • Plastic Products

  • 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 ₹1,722.31 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 up ₹0.62(0.7%)yesterday to ₹88.92.

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

  • CARE AAA

  • Cash

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • CRISIL AAA(SO)

  • Equity

  • ICRA A+

  • ICRA AA+

  • ICRA AAA

  • ICRA BBB+

  • IND A

  • IND AAA

  • Sov

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