Sundaram Equity Hybrid Fund Add to compare
89.0159
-0.1728
(-0.19%)
1 day change as on 08 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 1513.73 3.61 13.56 -7.18 -2.23 4.47 6.80 11.43
JM Equity Hybrid Fund 4.71 22.63 35.06 7.98 8.42 1.44 3.30 10.78
Edelweiss Balanced Advantage Fund 1287.08 2.36 10.93 2.61 6.77 5.95 5.65 8.84
Quant Mid Cap Fund 9.96 5.22 19.12 2.56 6.35 3.09 4.00 9.34
Motilal Oswal Equity Hybrid Fund 305.49 4.31 13.97 -3.06 6.12 -- -- 6.26
BNP Paribas Substantial Equity Hybrid Fund 387.23 3.14 13.50 -3.63 4.93 6.20 -- 7.04
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 6.27
Bharti Airtel Ltd. Telecom 5.44
Reliance Industries Ltd. Energy 4.84
Hindustan Unilever Ltd. Consumer Goods 3.34
Varun Beverages Ltd. Consumer Goods 2.83
 
Company Name Sector Name Asset %
ICICI Bank Ltd. Financial Services 2.66
6.45 GOI Oct 7 2029 Sovereign 2.66
Aarti Industries Ltd. Chemicals 2.42
Larsen & Toubro Ltd. Construction 2.42
United Spirits Ltd. Consumer Goods 2.23
AUM Movement
Asset Allocation