Sundaram Equity Hybrid Fund Add to compare
95.2329
-0.1315
(-0.14%)
1 day change as on 22 Nov 2019
Investment Objective: To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 1727.08
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 100
Launch Date Fund Manager Last Dividend
23-06-2000 Rahul Baijal 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index* sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Equity Hybrid Fund 1823.76 2.28 8.34 5.21 13.02 11.70 8.10 12.22
BNP Paribas Substantial Equity Hybrid Fund 332.76 2.10 10.12 10.22 18.75 -- -- 10.14
Motilal Oswal Equity Hybrid Fund 279.70 1.07 10.71 9.62 16.68 -- -- 11.59
Axis Equity Hybrid Fund 1829.46 0.73 9.17 7.79 15.79 -- -- 8.23
SBI Equity Hybrid Fund 30906.71 1.88 8.51 6.39 15.63 12.42 10.27 15.59
DSP Equity & Bond Fund 6303.10 0.80 8.69 6.88 15.19 11.03 9.45 14.53
Top 10 Holdings
Company Name Sector Name Asset %
Larsen & Toubro Ltd. Construction 4.05
Hindustan Unilever Ltd. Consumer Goods 2.55
Aarti Industries Ltd. Chemicals 2.54
Trent Ltd. Consumer Goods 1.75
7.95 Small Industries Development Bank of India Ltd. Apr 26 2022 Financial Services 1.42
 
Company Name Sector Name Asset %
ITC Ltd. Consumer Goods 1.25
Exide Industries Ltd. Automobile 1.22
8.23 Housing & Urban Development Corporation Ltd. Apr 15 2022 Financial Services 1.14
8.6 Export-Import Bank of India Ltd. Financial Services 1.1
8.55 Bank of Baroda Feb 14 2029 Financial Services 0.85
AUM Movement
Asset Allocation