Sundaram Equity Hybrid Fund - Growth - Direct Plan

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  • Net Change on 03-07-2020

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Fund Overview Growth | Direct 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 Direct Growth 3.82 19.09 -3.69 5.73 7.49 8.70
CRISIL Hybrid 35+65 - Aggressive Index 4.37 21.84 -0.15 6.00 7.77 8.53
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 Direct Growth Jan 02, 2013 -3.69 5.73 7.49 1.09 1,513.73
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 -2.19 6.58 8.11 1.03 28,583.47
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 -8.61 2.90 7.42 1.24 17,423.14
HDFC Hybrid Equity -Direct Plan - Growth Option Dec 31, 2012 -9.24 -0.16 3.45 1.15 15,747.42
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth Jan 01, 2013 Unrated -11.57 -0.83 4.65 1.07 7,188.66
L&T Hybrid Equity Fund - Direct Plan-Growth Jan 01, 2013 Unrated -5.65 1.46 6.28 0.89 5,642.14

Fund Holdings as on 31-May-2020

  • HDFC Bank Ltd

  • Bharti Airtel Ltd

  • Reliance Industries Ltd

  • Hindustan UniLever Ltd

  • Varun Beverages Ltd

  • ICICI Bank Ltd

  • 6.45% Central Government Securities 07/10/2029

  • Aarti Industries Ltd

  • Larsen & Toubro Ltd

  • United Spirits Ltd

  • Housing Development Finance Corporation Ltd

  • Cipla Ltd

  • Bharat Petroleum Corporation Ltd

  • NTPC Ltd

  • Astral Poly Technik Ltd

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

  • Reverse Repo

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

  • Britannia Industries Ltd

  • Trent Ltd

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

  • Infosys Ltd

  • Sun Pharmaceutical Industries Ltd

  • Cash and Other Net Current Assets^

  • TATA Consumer Products Ltd

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

  • Procter & Gamble Hygiene and Health Care Ltd

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

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

  • Voltas Ltd

  • ICICI Lombard General Insurance Company Ltd

  • 7.26% Central Government Securities 14/01/2029

  • SBI Life Insurance Company Ltd

  • Exide Industries Ltd

  • Dabur India Ltd

  • Torrent Pharmaceuticals Ltd

  • Axis Bank Ltd

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

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

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

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

  • Alkem Laboratories Ltd

  • Ultratech Cement Ltd

  • PI Industries Ltd

  • Hero MotoCorp Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Kotak Mahindra Bank Ltd

  • Avenue Supermarts Ltd

  • HCL Technologies Ltd

  • Quess Corp Ltd

  • Westlife Development 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**

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

  • 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**

  • REC Ltd - 7.55% - 11/05/2030**

  • Cummins India Ltd

  • LIC Housing Finance Ltd

  • The Ramco Cements Ltd

  • Polycab India Ltd

  • Aditya Birla Fashion and Retail Ltd

  • REC Ltd - 9.75% - 11/11/2021**

  • KEI Industries Ltd

  • 6.18% Central Government Securities 04/11/2024

  • Indian Oil Corporation Ltd - 6.44% - 14/04/2023**

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

  • Security and Intelligence Services (India) Ltd

  • Lemon Tree Hotels Ltd

  • Schaeffler India Ltd

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

  • ABB Power Products And Systems I Ltd

  • Reliance Industries Ltd – Rights Entitlement

  • Arti Surfactants Ltd

  • Yes Bank Ltd - .000001% - 31/10/2022**

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Consumer Food

  • Retailing

  • Finance - Housing

  • Insurance

  • Engineering - Construction

  • Chemicals

  • IT - Software

  • Breweries & Distilleries

  • Power Generation/Distribution

  • Plastic Products

  • Cement & Construction Materials

  • Tea/Coffee

  • Air Conditioners

  • Batteries

  • Pesticides & Agrochemicals

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Cable

  • Finance - Others

  • Diesel Engines

  • Hotel, Resort & Restaurants

  • Bearings

  • Unspecified

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Fund Manager

  • CARE B

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • IND AAA

  • Rights

  • Sovereign

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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 02-Jan-2013 and currently has an AUM of ₹1,513.73 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 ₹0.49(0.52%)yesterday to ₹94.0113.

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