Sundaram Equity Hybrid Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Equity Hybrid Growth Direct Plan

NAV
₹146.3390
+0.59%
(31 Dec)
AUM
1,954 Cr
TER
0.89%
Risk
High Risk
Insights
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Compare with other fund
1Y
+28.8%
+5.2%
+3.1%
-0.8%
-3.4%
-6.3%
3Y
+17.3%
+20.0%
+19.2%
+14.8%
+20.4%
+22.1%
5Y
+15.6%
+24.8%
+21.3%
+17.2%
+23.9%
+22.0%
ALL
+12.7%
+17.6%
+14.7%
+12.9%
+16.8%
+14.3%
VOL
11.7%
12.0%
12.7%
-
14.5%
14.2%
TER
0.9%
1.0%
0.4%
-
0.7%
0.6%
AUM
₹1,954 Cr
₹44,605 Cr
₹2,994 Cr
-
₹1,258 Cr
₹841 Cr
INFO
1.08
1.47
1.16
-
1.16
1.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Equity Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Infosys Ltd
5.4%
HDFC Bank Ltd
4.7%
ICICI Bank Ltd
4.5%
Larsen & Toubro Ltd
3.1%
State Bank of India
2.8%
Food Corporation Of India - NCD & Bonds - NCD & Bonds
2.6%
United Spirits Ltd
2.6%
Reliance Industries Ltd
2.4%
Tata Consultancy Services Ltd
2.4%
Housing Development Finance Corp Ltd
2.3%
Top industry exposure
Financial Services
24.3%
Technology
12.0%
Industrials
8.5%
Consumer Defensive
7.4%
Energy
4.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
74%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
Fund manager(s)
S. Bharath
Sandeep Agarwal
Rahul Baijal

FAQs