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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFDirect

Sundaram Equity Hybrid Fund - Appreciation - Direct Plan

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 31 Dec 2021₹146.34+0.59%
AUM₹2.0k Crfrom this fund's primary plan
Expense Ratio0.89%
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Min SIP₹100from this fund's primary plan
Launched2013

Investment Objective

To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.

Fund Mandate

Equity and equity related Instruments65%–80%
Fixed Income, MMI & Cash & Cash Equivalents20%–35%
Overseas Securities (including ETFs)0%–15%
nvestment in REITs & InvITs0%–10%
Asset Allocation
Domestic Equity71.9%
Debt23.9%
Cash & Equivalents4.1%
Other0.1%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
0.89%
₹100from this fund's primary plan
₹100
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
Inception02 Jan 2013
AMCSundaram MF
Top Holdings
1Infosys Ltd.IT5.39%
2HDFC Bank Ltd.Bank4.69%
3ICICI Bank Ltd.Bank4.50%
4Larsen & Toubro Ltd.Infrastructure3.11%
5State Bank Of IndiaBank2.81%
6Food Corporation of India - 9.95% - 07/03/2022Trading2.60%
7United Spirits Ltd.Alcohol2.57%
8Reliance Industries Ltd.Crude Oil2.44%
9Tata Consultancy Services Ltd.IT2.41%
10Housing Development Finance Corporation Ltd. - (Amalgamated)Finance2.35%
Sector Allocation
Bank25.7%
Finance14.7%
IT11.6%
G-Sec4.6%
Crude Oil4.3%
FMCG3.9%
Healthcare3.5%
Infrastructure3.1%
Automobile & Ancillaries3.0%
Alcohol2.6%
Trading2.6%
Plastic Products2.3%
Others2.2%
Construction Materials2.0%
Miscellaneous2.0%
Chemicals1.8%
Telecom1.8%
Hospitality1.6%
Gas Transmission1.3%
Realty1.1%
Agri1.0%
Business Services0.8%
Consumer Durables0.7%
Insurance0.6%
Non - Ferrous Metals0.5%
Logistics0.4%
Diamond & Jewellery0.3%
Retailing0.1%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Equity Hybrid Fund - Appreciation - Direct Plan.

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Trailing Returns
PeriodReturns
1 Day+0.59%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.89%
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
₹100from this fund's primary plan
₹100
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme