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Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.57

as on 17 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,045 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

  • ₹ 134.417

    as on 17 Sep 2021
  • Regular - Growth

  • 9 / 33

  • ₹ 100

  • ₹ 1,791 Cr.

    as on 17 Sep 2021
  • 2.14%

    since 31 May 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 ₹ 134.417 as on 17 Sep 2021.

This fund has 21 years of track record. Since 31 May 2021 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 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 6.59% 14.90% 35.18% 66.22% 43.54% 26.14% 18.74% 16.42% 74.58% 58.03% 41.46% 27.04% 19.68%
Category Average 4.31% 9.47% 18.35% 44.54% 24.84% 14.47% 12.64% 13.51% 42.86% 34.54% 25.03% 16.99% 14.39%
Sundaram Equity Hybrid Fund 4.60%₹ 10,459 10.82%₹ 11,081 19.42%₹ 11,942 43.29%₹ 14,329 44.43%₹ 14,723 23.87%₹ 15,352 33.14%₹ 32,788 14.57%₹ 15,045 24.12%₹ 51,135 13.36%₹ 18,728 17.14%₹ 92,090 11.68%₹ 30,219 13.48%₹ 2,42,599
DSP Equity And Bond Fund 4.06%₹ 10,406 9.77%₹ 10,976 18.70%₹ 11,870 46.21%₹ 14,620 43.45%₹ 14,664 26.73%₹ 16,069 35.01%₹ 33,312 17.47%₹ 16,216 26.79%₹ 53,032 13.87%₹ 19,161 18.36%₹ 94,865 14.15%₹ 37,629 15.80%₹ 2,74,808
Canara Robeco Equity Hybrid Fund 4.37%₹ 10,436 10.09%₹ 11,009 17.89%₹ 11,788 40.95%₹ 14,094 40.53%₹ 14,494 27.31%₹ 16,219 33.87%₹ 32,995 17.57%₹ 16,260 25.98%₹ 52,445 14.73%₹ 19,894 18.70%₹ 95,669 15.20%₹ 41,229 16.17%₹ 2,80,294
Mirae Asset Hybrid - Equity Fund 3.68%₹ 10,367 9.20%₹ 10,919 17.50%₹ 11,750 42.06%₹ 14,205 40.47%₹ 14,491 24.67%₹ 15,551 33.51%₹ 32,892 15.88%₹ 15,567 24.64%₹ 51,498 14.67%₹ 19,837 17.85%₹ 93,695 - -
Principal Hybrid Equity Fund 4.78%₹ 10,477 10.65%₹ 11,064 18.41%₹ 11,841 44.45%₹ 14,445 43.11%₹ 14,646 24.47%₹ 15,502 34.80%₹ 33,255 12.77%₹ 14,346 23.96%₹ 51,022 13.83%₹ 19,121 16.45%₹ 90,532 14.64%₹ 39,280 15.26%₹ 2,66,809
Kotak Equity Hybrid 3.82%₹ 10,382 6.77%₹ 10,676 15.50%₹ 11,550 47.11%₹ 14,710 41.21%₹ 14,535 27.25%₹ 16,202 36.74%₹ 33,804 16.98%₹ 16,014 27.28%₹ 53,379 13.17%₹ 18,577 18.01%₹ 94,060 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Hybrid Fund as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    74.82%
  • Debt Holdings:

    21.33%
  • Others Holdings:

    3.88%

Top Sector Holdings of Sundaram Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.55% ₹ 314.26 Cr.
Computers - software 12.39% ₹ 221.75 Cr.
Housing finance 3.93% ₹ 70.37 Cr.
Refineries/marketing 3.63% ₹ 64.93 Cr.
Pharmaceuticals 3.61% ₹ 64.63 Cr.
Others 58.89% -

Top Stock Holdings of Sundaram Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 6.22% ₹ 111.33 Cr.
HDFC Bank Ltd. 5.13% ₹ 91.95 Cr.
ICICI Bank Ltd. 4.82% ₹ 86.26 Cr.
Larsen & Toubro Ltd. 3.10% ₹ 55.49 Cr.
CSB Bank Ltd. 2.87% ₹ 51.42 Cr.
Others 77.86% -

Top Debt Instrument Type holdings of Sundaram Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 18.01% ₹ 322.83 Cr.
GOI 1.94% ₹ 34.72 Cr.
T-Bills 1.38% ₹ 24.65 Cr.
Others 78.67% -

Top Debt Holdings of Sundaram Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - State Bank Of India 2.54% ₹ 45.65 Cr.
Bond - Power Finance Corporation Ltd. 2.04% ₹ 36.48 Cr.
Bond - National Bank for Agriculture & Rural Development 1.99% ₹ 35.66 Cr.
Bond - Govt of India 1.94% ₹ 34.72 Cr.
Bond - Bank Of Baroda 1.74% ₹ 31.27 Cr.
Others 89.75%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.43%
Reverse Repo 1.43%
TREPS 1.02%