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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 1.20% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.801.20126.25
6M10.541.45126.25
1Y27.105.58126.25
3Y16.0314.20126.25

Portfolio Analysis

  • Equity: 71.98%
  • Debt: 28.02%
  • Others
As on: 2021-11-30
View allocation % by

1. HDFC Bank Ltd4.69%
2. ICICI Bank Ltd4.50%
3. State Bank of India2.81%
4. Housing Development Finance Corporation Ltd2.35%
5. Home First Finance Company Ltd2.13%
6. CSB Bank Ltd1.82%
7. Axis Bank Ltd1.56%
8. Bajaj Finserv Ltd1.50%
9. Shriram Transport Finance Company Ltd1.42%
10. Kotak Mahindra Bank Ltd0.91%
11. SBI Life Insurance Company Ltd0.63%

1. Infosys Ltd5.39%
2. Tata Consultancy Services Ltd2.41%
3. MindTree Ltd2.00%
4. HCL Technologies Ltd1.79%

1. United Spirits Ltd2.57%
2. Procter & Gamble Hygiene and Health Care Ltd1.72%
3. TATA Consumer Products Ltd1.00%
4. Hindustan UniLever Ltd0.49%

1. Reliance Industries Ltd2.44%
2. Bharat Petroleum Corporation Ltd1.85%

1. Larsen & Toubro Ltd3.11%

1. Gland Pharma Ltd1.53%
2. Divi's Laboratories Ltd0.52%
3. Sun Pharmaceutical Industries Ltd0.44%
4. Cipla Ltd0.26%

1. Astral Ltd2.29%

1. Ashok Leyland Ltd1.04%
2. Minda Industries Ltd0.90%
3. Maruti Suzuki India Ltd0.21%

1. Ultratech Cement Ltd1.18%
2. Dalmia Cement (Bharat) Ltd.0.82%

1. Bharti Airtel Ltd1.83%
2. Bharti Airtel Ltd - Partly Paid Right Shares0.07%

1. PI Industries Ltd1.82%

1. Varun Beverages Ltd1.66%

1. Westlife Development Ltd1.55%

1. Indraprastha Gas Ltd1.35%

1. Schaeffler India Ltd0.86%
2. Crompton Greaves Consumer Electricals Ltd0.31%

1. Prestige Estates Projects Ltd0.72%
2. The Phoenix Mills Ltd0.39%

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.

Fund Managers

Rahul Baijal

Mr. Rahul Baijal holds B. E. Electronics & Communication, MBA. His past experience including assignments held during the past 10 years are Bharti-AXA Life Insurance Fund Manager/Vice-President Investments Jun 2012 - Jun 2016, TVF Capital (erstwhile Voyager Capital) Director/Portfolio Manager/Investment, Jun 2005 - Apr 2012.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMahindra Manulife Aggressive Hybrid Fund Growth42057.93 CR2
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth03308.9 CR2.36
This FundSundaram Equity Hybrid Fund Growth41954.01 CR2.21
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundMahindra Manulife Aggressive Hybrid Fund Growth3.226855.1825
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth5.56356.0497
This FundSundaram Equity Hybrid Fund Growth27.102156.1911
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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%
Returns of Sundaram Equity Hybrid Fund Growth are updated daily based on NAV of ₹ 135.1375 as on Dec 31,2021. Since inception, the return has been 56.19%.

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