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Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.30

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,177 today.

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NAV Performance

Sundaram Equity Hybrid Fund performance graph for last 3 years
Performance of Sundaram Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 121.757

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 1,646 Cr.

    as on 10 Jun 2021
  • 2.14%

    since 31 Dec 2020
  • 23 Jun 2000

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • sundaram mutual fund

    Show All Funds

Highlights of this fund

Sundaram Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 23 Jun 2000. This fund is offered by one of the top AMC (Assets Management Company) sundaram mutual fund. You can also view here all other Hybrid funds offered by sundaram mutual fund.

Latest NAV of the fund is ₹ 121.757 as on 10 Jun 2021.

This fund has 20 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.14%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.

List of Fund Managers of Sundaram Equity Hybrid Fund

  • About Sandeep Agarwal

    Picture of Sandeep AgarwalMr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
  • About Rahul Baijal

    Picture of Rahul BaijalMr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.52% 18.78% 33.25% 89.04% 31.46% 23.49% 17.26% 15.01% 81.42% 52.86% 37.03% 24.20% 18.29%
Category Average 4.91% 6.00% 17.10% 47.55% 15.79% 11.76% 12.23% 11.93% 43.44% 28.00% 20.30% 14.05% 13.15%
Sundaram Equity Hybrid Fund 6.25%₹ 10,625 6.42%₹ 10,642 17.50%₹ 11,750 42.45%₹ 14,244 41.15%₹ 14,521 14.99%₹ 13,228 25.73%₹ 30,718 12.30%₹ 14,177 18.89%₹ 47,526 13.04%₹ 18,463 14.31%₹ 85,872 9.88%₹ 25,680 12.06%₹ 2,24,765
Quant Absolute Fund 3.42%₹ 10,341 18.78%₹ 11,877 33.25%₹ 13,325 89.04%₹ 18,904 81.42%₹ 16,795 31.46%₹ 17,321 52.86%₹ 38,457 23.49%₹ 18,855 37.03%₹ 60,704 17.26%₹ 22,179 24.20%₹ 1,09,243 14.56%₹ 38,963 18.29%₹ 3,14,169
BNP Paribas Substantial Equity Hybrid Fund 5.87%₹ 10,586 6.44%₹ 10,643 19.25%₹ 11,924 44.08%₹ 14,408 44.35%₹ 14,708 19.86%₹ 14,372 29.53%₹ 31,761 16.50%₹ 15,829 23.17%₹ 50,445 - - - -
Kotak Equity Hybrid 5.83%₹ 10,582 6.40%₹ 10,639 20.92%₹ 12,091 57.50%₹ 15,749 53.18%₹ 15,216 19.63%₹ 14,318 34.05%₹ 33,019 14.80%₹ 15,148 24.78%₹ 51,570 13.58%₹ 18,912 16.51%₹ 90,649 - -
Canara Robeco Equity Hybrid Fund 4.76%₹ 10,476 4.94%₹ 10,494 14.68%₹ 11,467 41.32%₹ 14,131 37.04%₹ 14,280 17.81%₹ 13,884 27.22%₹ 31,126 14.65%₹ 15,086 21.03%₹ 48,971 14.62%₹ 19,789 15.93%₹ 89,370 13.93%₹ 36,885 14.91%₹ 2,61,787
DSP Equity And Bond Fund 5.44%₹ 10,543 6.03%₹ 10,602 17.00%₹ 11,700 45.68%₹ 14,567 43.83%₹ 14,677 18.64%₹ 14,081 29.07%₹ 31,635 14.38%₹ 14,979 22.12%₹ 49,721 14.19%₹ 19,426 15.73%₹ 88,913 12.73%₹ 33,178 14.56%₹ 2,56,986

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Hybrid Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    74.83%
  • Debt Holdings:

    21.69%
  • Others Holdings:

    3.51%

Top Sector Holdings of Sundaram Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.96% ₹ 266.17 Cr.
Computers - software 11.37% ₹ 189.60 Cr.
Refineries/marketing 5.35% ₹ 89.12 Cr.
Housing finance 4.59% ₹ 76.52 Cr.
Telecom - services 4.58% ₹ 76.33 Cr.
Others 58.15% -

Top Stock Holdings of Sundaram Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.78% ₹ 96.35 Cr.
HDFC Bank Ltd. 5.71% ₹ 95.27 Cr.
ICICI Bank Ltd. 4.99% ₹ 83.19 Cr.
Bharti Airtel Ltd. 4.58% ₹ 76.33 Cr.
Larsen & Toubro Ltd. 3.15% ₹ 52.47 Cr.
Others 75.79% -

Top Debt Instrument Type holdings of Sundaram Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 16.60% ₹ 276.60 Cr.
T-Bills 2.99% ₹ 49.79 Cr.
GOI 2.10% ₹ 34.91 Cr.
Others 78.31% -

Top Debt Holdings of Sundaram Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - State Bank Of India 3.04% ₹ 50.74 Cr.
Bond - T-Bill 2.99% ₹ 49.79 Cr.
Bond - National Bank for Agriculture & Rural Development 2.14% ₹ 35.65 Cr.
Bond - Govt of India 2.10% ₹ 34.91 Cr.
Bond - Housing Development Finance Corporation Ltd. 1.87% ₹ 31.07 Cr.
Others 87.86%

Other Holdings

Holding TypeHolding Percentage
MF Units 4.26%
TREPS 0.17%
Reverse Repo 0.05%
Net Receivables -0.97%