Sundaram Equity Hybrid Fund Add to compare
88.7165
-0.7139
(-0.8%)
1 day change as on 14 Jul 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 1505.06
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Day to 365 Days; 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 1560.63 4.45 11.46 -9.11 -2.50 3.64 6.60 11.41
JM Equity Hybrid Fund 6.20 22.46 31.36 4.86 7.94 0.48 2.90 10.72
Edelweiss Balanced Advantage Fund 1336.06 3.03 10.19 1.16 6.77 5.46 5.59 8.84
Quant Mid Cap Fund 10.78 5.94 15.94 -1.25 4.80 2.80 3.71 9.33
Canara Robeco Equity Hybrid Fund 3040.53 4.00 10.66 -3.92 3.26 5.48 7.41 10.87
DSP Equity & Bond Fund 5660.96 4.18 12.27 -7.08 2.14 3.37 6.85 13.83
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 5.93
Bharti Airtel Ltd. Telecom 5.35
Reliance Industries Ltd. Energy 4.91
5.79 GOI May 11 2030 Sovereign 3.91
Hindustan Unilever Ltd. Consumer Goods 3.44
 
Company Name Sector Name Asset %
Varun Beverages Ltd. Consumer Goods 2.96
Cash Current Assets 2.85
ICICI Bank Ltd. Financial Services 2.74
Larsen & Toubro Ltd. Construction 2.37
United Spirits Ltd. Consumer Goods 2.16
AUM Movement
Asset Allocation