CLOSED
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 MFIDCW

Sundaram Equity Hybrid Fund - Dividend Payout

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 11 Nov 2019₹14.07+0.17%
AUM₹2.0k Crfrom this fund's primary plan
Expense Ratio2.24%
CAGR—
Exit LoadNil upto 10% of units, For remaining units 1% on or before 1Y and Nil after 1Y
Min SIP₹100from this fund's primary plan
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%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
2.24%
₹100from this fund's primary plan
₹100
Nil upto 10% of units, For remaining units 1% on or before 1Y and Nil after 1Y
Nil
Inception15 Jun 2000
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Equity Hybrid Fund - Dividend Payout.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.17%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.24%
Nil upto 10% of units, For remaining units 1% on or before 1Y and Nil after 1Y
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