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Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.01

as on 31 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,619 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

  • ₹ 135.138

    as on 31 Dec 2021
  • Regular - Growth

  • 8 / 33

  • ₹ 100

  • ₹ 1,954 Cr.

    as on 31 Dec 2021
  • 2.24%

    since 30 Nov 2021
  • 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 ₹ 135.138 as on 31 Dec 2021.

This fund has 21 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.24%. 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 S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • 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 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 4.49% 0.49% 16.30% 45.68% 37.27% 28.17% 19.43% 17.02% 34.20% 45.71% 36.47% 25.33% 19.05%
Category Average -0.20% -3.53% 5.82% 23.40% 18.12% 15.59% 12.13% 13.52% 14.75% 26.05% 20.28% 14.66% 13.45%
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
ICICI Prudential Equity & Debt Fund 4.49%₹ 10,449 -0.68%₹ 9,931 16.30%₹ 11,629 43.77%₹ 14,377 34.20%₹ 14,125 25.43%₹ 15,742 41.27%₹ 35,099 20.90%₹ 17,697 29.68%₹ 55,137 15.15%₹ 20,250 19.84%₹ 98,365 17.02%₹ 48,201 16.92%₹ 2,91,877
Kotak Equity Hybrid 0.75%₹ 10,075 -1.65%₹ 9,834 7.22%₹ 10,721 25.76%₹ 12,575 16.86%₹ 13,070 20.01%₹ 14,408 30.23%₹ 31,978 19.68%₹ 17,166 23.99%₹ 51,044 13.06%₹ 18,476 16.86%₹ 91,474 - -
Mirae Asset Hybrid - Equity Fund 0.10%₹ 10,010 -3.50%₹ 9,650 5.58%₹ 10,557 21.53%₹ 12,152 13.81%₹ 12,881 17.67%₹ 13,852 24.65%₹ 30,444 16.35%₹ 15,772 19.75%₹ 48,127 13.81%₹ 19,101 15.25%₹ 87,917 - -
Canara Robeco Equity Hybrid Fund -0.10%₹ 9,989 -2.78%₹ 9,722 5.64%₹ 10,564 20.94%₹ 12,094 13.92%₹ 12,887 19.18%₹ 14,209 23.76%₹ 30,202 17.56%₹ 16,269 20.43%₹ 48,585 14.25%₹ 19,476 15.97%₹ 89,497 15.12%₹ 40,918 14.90%₹ 2,61,768
DSP Equity And Bond Fund -1.45%₹ 9,854 -4.66%₹ 9,534 2.44%₹ 10,243 19.93%₹ 11,992 10.45%₹ 12,669 17.23%₹ 13,749 23.31%₹ 30,079 17.92%₹ 16,417 19.86%₹ 48,203 12.67%₹ 18,166 15.07%₹ 87,522 13.83%₹ 36,565 14.29%₹ 2,53,430

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Hybrid Fund as on 28 Jan 2022 are listed below:

  • Equity Holdings:

    74.94%
  • Debt Holdings:

    20.30%
  • Others Holdings:

    4.76%

Top Sector Holdings of Sundaram Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.05% ₹ 357.21 Cr.
Computers - Software 11.00% ₹ 217.89 Cr.
Refineries/Marketing 5.25% ₹ 103.96 Cr.
Housing Finance 4.31% ₹ 85.16 Cr.
Pharmaceuticals 3.32% ₹ 65.72 Cr.
Others 58.07% -

Top Stock Holdings of Sundaram Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.54% ₹ 109.67 Cr.
Infosys Ltd. 5.18% ₹ 102.55 Cr.
HDFC Bank Ltd. 4.91% ₹ 97.17 Cr.
Larsen & Toubro Ltd. 3.30% ₹ 65.33 Cr.
Reliance Industries Ltd. 3.19% ₹ 63.12 Cr.
Others 77.88% -

Top Debt Instrument Type holdings of Sundaram Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 17.05% ₹ 337.61 Cr.
GOI 2.00% ₹ 39.46 Cr.
T-Bills 1.25% ₹ 24.79 Cr.
Others 79.70% -

Top Debt Holdings of Sundaram Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Power Finance Corporation Ltd. 2.34% ₹ 46.29 Cr.
Bond - National Bank for Agriculture & Rural Development 2.29% ₹ 45.54 Cr.
Bond - Rural Electrification Corporation Limited 2.05% ₹ 40.72 Cr.
Bond - Govt of India 2.00% ₹ 39.46 Cr.
Bond - Housing Development Finance Corporation Ltd. 1.80% ₹ 35.66 Cr.
Others 89.52%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.40%
Net Receivables 1.42%
Reverse Repo 0.94%