Sundaram Equity Hybrid Fund Add to compare
98.3262
0.2953
(0.3%)
1 day change as on 29 Jan 2020
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 1793.22
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 1832.32 1.36 4.66 9.38 15.50 10.77 7.68 12.26
BNP Paribas Substantial Equity Hybrid Fund 349.75 1.99 5.38 12.38 21.64 -- -- 10.68
DSP Equity & Bond Fund 6279.17 2.16 4.45 12.12 20.98 9.67 9.09 14.6
Kotak Equity Hybrid Fund 1454.39 2.15 6.92 10.80 19.68 8.05 7.33 13.95
Axis Equity Hybrid Fund 1729.68 0.35 3.19 11.86 18.91 -- -- 8.79
Motilal Oswal Equity Hybrid Fund 292.07 -0.57 2.04 11.87 18.76 -- -- 11.42
Top 10 Holdings
Company Name Sector Name Asset %
ICICI Bank Ltd. Financial Services 7.02
HDFC Bank Ltd. Financial Services 6.93
Reliance Industries Ltd. Energy 4.76
Axis Bank Ltd. Financial Services 3.8
Larsen & Toubro Ltd. Construction 3.55
 
Company Name Sector Name Asset %
Housing Development Finance Corporation Ltd. Financial Services 3.26
Varun Beverages Ltd. Consumer Goods 2.88
Triparty Repo Current Assets 2.63
Aarti Industries Ltd. Chemicals 2.39
Kotak Mahindra Bank Ltd. Financial Services 2.38
AUM Movement
Asset Allocation