Sundaram Equity Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -0.78 -16.43 -12.17 1.51 4.80 11.06
CRISIL Hybrid 35+65 - Aggressive Index 1.03 -10.81 -8.22 3.22 6.11 7.57
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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 -12.17 1.51 4.80 2.17 1,548.77
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 -11.05 3.45 5.33 1.74 29,105.88
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 -15.88 -0.58 4.83 1.77 17,696.29
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 -18.80 -5.04 0.93 1.79 16,333.07
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated -20.52 -4.49 1.84 1.89 7,536.78
L&T Hybrid Equity Fund- Regular Plan - Growth Feb 07, 2011 Unrated -14.60 -2.01 3.55 1.88 5,825.02

Fund Holdings as on 30-April-2020

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Reliance Industries Ltd

  • Cash and Other Net Current Assets^

  • Housing Development Finance Corporation Ltd

  • Varun Beverages Ltd

  • Aarti Industries Ltd

  • Hindustan UniLever Ltd

  • Larsen & Toubro Ltd

  • Torrent Pharmaceuticals Ltd

  • Bharat Petroleum Corporation Ltd

  • Cipla Ltd

  • Astral Poly Technik Ltd

  • United Spirits Ltd

  • Britannia Industries Ltd

  • NTPC Ltd

  • Trent Ltd

  • Housing Development Finance Corporation Ltd - 7.21% - 30/12/2022**

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

  • Infosys Ltd

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

  • Sun Pharmaceutical Industries Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • TATA Consumer Products Ltd

  • Voltas Ltd

  • National Housing Bank - 7.05% - 18/12/2024**

  • 6.45% Central Government Securities 07/10/2029

  • Axis Bank Ltd

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

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

  • ICICI Lombard General Insurance Company Ltd

  • Dabur India Ltd

  • SBI Life Insurance Company Ltd

  • Exide Industries Ltd

  • Alkem Laboratories Ltd

  • 7.26% Central Government Securities 14/01/2029

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

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

  • PI Industries Ltd

  • Housing Development Finance Corporation Ltd - 6.99% - 25/11/2021

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

  • Avenue Supermarts Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Ultratech Cement Ltd

  • Hero MotoCorp Ltd

  • Westlife Development Ltd

  • Quess Corp Ltd

  • LIC Housing Finance Ltd

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

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

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

  • REC Ltd - 7.24% - 31/12/2022**

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

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

  • State Bank of India - 8.5% - 22/11/2024

  • SKF India Ltd

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

  • Cummins India Ltd

  • Indian Railway Finance Corporation Ltd - 6.59% - 14/04/2023**

  • The Ramco Cements Ltd

  • TREPS

  • Polycab India Ltd

  • KEI Industries Ltd

  • Security and Intelligence Services (India) Ltd

  • Aditya Birla Fashion and Retail Ltd

  • REC Ltd - 9.75% - 11/11/2021**

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

  • Schaeffler India Ltd

  • Lemon Tree Hotels Ltd

  • Kotak Mahindra Bank Ltd

  • LIC Housing Finance Ltd - 7.33% - 12/02/2025**

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

  • ABB Power Products And Systems I Ltd

  • Titan Company Ltd

  • Arti Surfactants Ltd

  • Yes Bank Ltd - 9.90% - 31/10/2022**

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Consumer Food

  • Finance - Housing

  • Retailing

  • Chemicals

  • Insurance

  • Engineering - Construction

  • Plastic Products

  • Breweries & Distilleries

  • Power Generation/Distribution

  • IT - Software

  • Cement & Construction Materials

  • Tea/Coffee

  • Air Conditioners

  • Batteries

  • Pesticides & Agrochemicals

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Cable

  • Finance - Others

  • Diesel Engines

  • Hotel, Resort & Restaurants

  • Unspecified

  • Diamond & Jewellery

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Fund Manager

  • CARE B

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • IND AAA

  • SOV

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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 ₹1,548.77 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 ₹0.78(0.97%)yesterday to ₹81.1827.

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

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