Sundaram Equity Hybrid Fund Add to compare
95.8241
0.4479
(0.47%)
1 day change as on 13 Dec 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 1833.21 0.79 7.76 4.84 10.91 11.34 8.51 12.21
BNP Paribas Substantial Equity Hybrid Fund 340.09 -0.19 8.22 7.16 16.25 -- -- 9.8
Motilal Oswal Equity Hybrid Fund 281.94 -0.04 8.94 7.35 14.29 -- -- 11.39
DSP Equity & Bond Fund 6253.42 0.08 7.20 5.45 13.73 10.69 9.53 14.51
Axis Equity Hybrid Fund 1764.58 -0.18 8.07 7.23 13.63 -- -- 8.21
SBI Equity Hybrid Fund 31248.40 1.27 6.82 5.11 13.32 12.10 10.18 15.55
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 6.94
ICICI Bank Ltd. Financial Services 6.43
Reliance Industries Ltd. Energy 5.32
Axis Bank Ltd. Financial Services 3.73
Larsen & Toubro Ltd. Construction 3.64
 
Company Name Sector Name Asset %
6.45 GOI Oct 7 2029 Sovereign 3.27
Varun Beverages Ltd. Consumer Goods 3.19
Housing Development Finance Corporation Ltd. Financial Services 3.1
Aarti Industries Ltd. Chemicals 2.43
Kotak Mahindra Bank Ltd. Financial Services 2.29
AUM Movement
Asset Allocation