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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

  • 7 / 33

  • ₹ 100

  • ₹ 1,954 Cr.

    as on 30 Nov 2021
  • 2.24%

  • 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 22 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 8.67% 12.16% 10.54% 27.10% 38.52% 30.19% 18.76% 17.53% 13.97% 27.47% 33.61% 25.29% 19.11%
Category Average 7.32% 9.16% 2.17% 6.59% 22.48% 16.03% 10.48% 13.27% 5.96% 14.01% 17.32% 13.69% 12.80%
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
ICICI Prudential Equity & Debt Fund 7.61%₹ 10,760 8.04%₹ 10,803 3.68%₹ 10,368 17.00%₹ 11,700 12.69%₹ 12,807 33.76%₹ 17,921 25.82%₹ 30,744 21.76%₹ 18,061 26.56%₹ 52,829 13.97%₹ 19,237 19.05%₹ 96,445 16.71%₹ 46,914 16.15%₹ 2,79,872
Kotak Equity Hybrid 7.48%₹ 10,748 9.54%₹ 10,953 3.71%₹ 10,370 9.95%₹ 10,995 9.30%₹ 12,594 27.38%₹ 16,246 17.22%₹ 28,431 19.31%₹ 16,991 20.88%₹ 48,868 12.08%₹ 17,688 16.22%₹ 89,998 - -
Canara Robeco Equity Hybrid Fund 8.10%₹ 10,809 10.34%₹ 11,034 1.42%₹ 10,142 4.78%₹ 10,477 5.82%₹ 12,373 20.32%₹ 14,491 12.69%₹ 27,239 17.30%₹ 16,148 16.46%₹ 45,920 11.88%₹ 17,533 14.24%₹ 85,718 14.34%₹ 38,212 13.80%₹ 2,46,716
DSP Equity And Bond Fund 8.49%₹ 10,848 10.90%₹ 11,090 0.68%₹ 10,067 1.36%₹ 10,135 3.20%₹ 12,206 20.70%₹ 14,582 11.23%₹ 26,860 15.89%₹ 15,570 15.18%₹ 45,092 10.77%₹ 16,683 13.14%₹ 83,428 13.50%₹ 35,501 13.09%₹ 2,37,459
Mirae Asset Hybrid - Equity Fund 7.78%₹ 10,778 9.99%₹ 10,998 2.36%₹ 10,235 4.82%₹ 10,481 6.04%₹ 12,387 20.91%₹ 14,635 13.23%₹ 27,381 15.58%₹ 15,447 16.64%₹ 46,038 11.42%₹ 17,174 13.75%₹ 84,680 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Hybrid Fund as on 17 Aug 2022 are listed below:

  • Equity Holdings:

    71.98%
  • Debt Holdings:

    23.87%
  • Others Holdings:

    4.12%

Top Sector Holdings of Sundaram Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.29% ₹ 318.08 Cr.
Computers - Software 11.59% ₹ 226.45 Cr.
Housing Finance 4.48% ₹ 87.58 Cr.
Refineries/Marketing 4.29% ₹ 83.82 Cr.
Engineering, designing, construction 3.11% ₹ 60.85 Cr.
Others 60.24% -

Top Stock Holdings of Sundaram Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.39% ₹ 105.31 Cr.
HDFC Bank Ltd. 4.69% ₹ 91.68 Cr.
ICICI Bank Ltd. 4.50% ₹ 87.86 Cr.
Larsen & Toubro Ltd. 3.11% ₹ 60.85 Cr.
State Bank Of India 2.81% ₹ 54.83 Cr.
Others 79.50% -

Top Debt Instrument Type holdings of Sundaram Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 19.30% ₹ 377.53 Cr.
T-Bills 2.54% ₹ 49.75 Cr.
GOI 2.03% ₹ 39.50 Cr.
Others 76.13% -

Top Debt Holdings of Sundaram Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Food Corporation of India Ltd. 2.60% ₹ 50.78 Cr.
Bond - T-Bill 2.54% ₹ 49.75 Cr.
Bond - Power Finance Corporation Ltd. 2.36% ₹ 46.26 Cr.
Bond - National Bank for Agriculture & Rural Development 2.33% ₹ 45.49 Cr.
Bond - Govt of India 2.03% ₹ 39.50 Cr.
Others 88.14%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.97%
Net Receivables 1.39%
Reverse Repo 0.76%