Sundaram Equity Hybrid Fund Add to compare
90.1132
0.4775
(0.53%)
1 day change as on 14 Aug 2018
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 1016.04
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 5000
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 1182.35 3.54 5.00 7.99 14.40 11.23 13.62 12.78
BOI AXA Mid & Small Cap Equity & Debt Fund 440.06 3.06 -2.01 -1.60 16.38 -- -- 18.23
Quant Opportunities Fund 12.96 2.55 2.14 3.18 15.17 7.70 13.15 10.65
Principal Hybrid Equity Fund 1509.77 3.27 2.10 2.58 13.67 14.37 19.17 11.63
SBI Equity Hybrid Fund 26376.26 3.06 3.07 3.76 12.11 10.10 18.69 16.01
HDFC Childrens Gift Fund 2348.04 2.96 2.13 2.77 10.42 11.05 19.13 16.98
Top 10 Holdings
Company Name Sector Name Asset %
ITC Ltd. Consumer Goods 3.16
Maruti Suzuki India Ltd. Automobile 2.94
8.4 JM Financial Products Pvt Ltd. Sep 11 2018 Financial Services 1.88
Voltas Ltd. Construction 1.76
8.6 Export-Import Bank of India Ltd. Financial Services 1.66
 
Company Name Sector Name Asset %
Mahindra & Mahindra Ltd. Automobile 1.5
Larsen & Toubro Ltd. Construction 1.49
Ultratech Cement Ltd. Cement & Cement Products 1.27
7.7 Rural Electrification Corporation Mar 15 2021 Financial Services 1.25
Aarti Industries Ltd. Chemicals 1.15
AUM Movement
Asset Allocation