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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 MF

Sundaram Equity Hybrid Fund - Appreciation

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 31 Dec 2021₹135.14+0.58%
AUM₹2.0k Cr
Expense Ratio2.24%
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Min SIP₹100
Launched2000

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
2.24%
₹100
₹100
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
Inception15 Jun 2000
AMCSundaram MF
Top Holdings
1Infosys LtdSoftware5.39%
2HDFC Bank LtdBanks4.69%
3ICICI Bank LtdBanks4.50%
4Larsen & Toubro LtdConstruction Project3.11%
5State Bank of IndiaBanks2.81%
6Food Corporation of India - 9.95% - 07/03/20222.60%
7United Spirits LtdConsumer Non Durables2.57%
8Reliance Industries LtdPetroleum Products2.44%
9Tata Consultancy Services LtdSoftware2.41%
10Housing Development Finance Corporation LtdFinance2.35%
Sector Allocation
Banks13.8%
Software11.6%
Other4.6%
Finance4.5%
Consumer Non Durables4.3%
Petroleum Products4.3%
Construction Project3.1%
Industrial Products2.3%
Telecom - Services1.8%
Pesticides1.8%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.58%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.24%
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
₹100
₹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