Sundaram Equity Hybrid Fund Add to compare
85.7929
-0.0833
(-0.1%)
1 day change as on 21 Jun 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 864.97
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 1041.79 2.00 4.21 2.55 9.73 10.53 12.48 12.59
BOI AXA Mid & Small Cap Equity & Debt Fund 407.10 -2.76 -2.62 -4.64 14.00 -- -- 18.08
Escorts Opportunities Fund 13.25 0.50 2.45 0.12 11.15 7.04 12.40 10.54
Principal Hybrid Equity Fund 1349.14 0.62 1.96 -1.41 10.83 14.49 18.09 11.54
SBI Equity Hybrid Fund 24460.98 0.77 3.10 -1.11 10.04 10.35 17.78 15.95
Mirae Asset Hybrid - Equity Fund 1204.17 1.84 2.93 -1.44 8.10 -- -- 11.06
Top 10 Holdings
Company Name Sector Name Asset %
Maruti Suzuki India Ltd. Automobile 2.58
Larsen & Toubro Ltd. Construction 2.06
Hindustan Unilever Ltd. Consumer Goods 1.73
Cash Current Assets 1.54
8.85 HDFC Bank Ltd. Financial Services 1.43
 
Company Name Sector Name Asset %
Mahindra & Mahindra Ltd. Automobile 1.42
8.6 Export-Import Bank of India Ltd. Financial Services 1.41
Hero MotoCorp Ltd. Automobile 1.29
Ultratech Cement Ltd. Cement & Cement Products 1.28
CBLO(CCIL) Current Assets 1.26
AUM Movement
Asset Allocation