Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,954 Cr
Lock In Period
N/A
Expense Ratio
2.21
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.
Summary
Latest details for Sundaram Equity Hybrid Fund Growth include a ₹135.1375 NAV as of Dec 31,2021 and returns since inception of 56.19%. Minimum investments start at SIP ₹100. The Sundaram Equity Hybrid Fund Growth AUM is ₹1,954 Cr, with a lock-in of N/A years, expense ratio of 2.21%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 1.80% returns, against a category average of -0.47% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.80 | -0.47 | 126.25 |
| 6M | 10.54 | 2.40 | 126.25 |
| 1Y | 27.10 | 6.67 | 126.25 |
| 3Y | 16.03 | 14.61 | 126.25 |
Portfolio Analysis
- Equity: 71.98%
- Debt: 28.02%
- Others
As on: 2021-11-30
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About Fund
Sundaram Equity Hybrid Fund Growth managed by Sundaram Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹1,954 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.21. Under the expert guidance of Rahul Baijal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 0 | 3453.04 CR | 2.36 |
| This FundMahindra Manulife Aggressive Hybrid Fund Growth | 4 | 2114.91 CR | 1.99 |
| This FundSundaram Equity Hybrid Fund Growth | 4 | 1954.01 CR | 2.21 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 10.8923 | 56.0409 |
| This FundMahindra Manulife Aggressive Hybrid Fund Growth | 10.6968 | 56.1628 |
| This FundSundaram Equity Hybrid Fund Growth | 27.1021 | 56.1911 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
Sundaram Equity Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Equity Hybrid Fund Growth is 2.21. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Equity Hybrid Fund Growth’s fund performance is as follows:
- 1 Month : 1.80%
- 6 Months : 10.54%
- 1 Year : 27.10%
- 3 Years : 16.03%
You can invest in Sundaram Equity Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Equity Hybrid Fund Growth is ₹1,954 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Equity Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500