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Sundaram Equity Hybrid Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
15.138 0.05 (0.31%)

NAV as on 22 May, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Balanced
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Balanced Fund has been renamed as Sundaram Equity Hybrid Fund w.e.f. May 04, 2018
Benchmark Index:
 
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Returns (NAV as on 22 May, 2018)

Period Returns (%) Rank #
1 mth -1.0 15
3 mth 2.3 7
6 mth 2.5 7
1 year 9.6 19
2 year 15.5 24
3 year 9.2 29
5 year 10.9 43

# Moneycontrol Rank within 65 Balanced Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.0 0.6 -0.7 3.5 9.8
2016 -4.1 9.2 3.8 -6.2 4.4
2015 0.9 -2.8 -2.9 -2.2 -4.8
2014 3.2 11.5 0.5 6.8 23.7
2013 -4.9 0.9 -1.5 8.4 4.2

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Balanced)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.0 2.3 2.5 9.6 15.5 9.2 10.9
Category avg -1.7 0.2 -1.0 7.5 12.7 7.1 10.9
Difference of Fund returns and Category returns 0.7 2.1 3.5 2.1 2.8 2.1 0.0
Best of category 0.2 3.4 3.7 17.1 24.2 15.2 19.5
Worst of category -2.9 -3.3 -6.9 1.7 9.8 2.4 8.6

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Mar 06, 0000
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 843.73 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.16 (Mar-22-2018) View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes Sundaram Balanced Fund has been renamed as Sundaram Equity Hybrid Fund w.e.f. May 04, 2018

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments No Exit Load upto 10% of the units redemmed, exit load 1% if redeemed within 1 year from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Balanced Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Balanced Fund (G) Rank 1
16,886.60 -0.7 -1.5 8.8 10.8 18.4
HDFC Prudence Fund - Direct (G) Rank 3
2,616.91 -3.0 -6.4 4.3 10.3 16.5
HDFC Balanced Fund - Direct (G) Rank 2
3,110.58 -0.3 -0.9 10.1 12.1 19.5
ICICI Prudential Equity & Debt (G) Rank 2
24,904.32 -1.6 -2.7 7.2 10.8 17.1
ICICI Prudential Equity & Debt - D (G) Rank 2
2,169.61 -1.3 -2.0 8.8 12.3 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 68.90 6.83
Infosys Technology 59.98 5.94
HDFC Banking/Finance 37.03 3.67
ICICI Bank Banking/Finance 36.00 3.57
Reliance Oil & Gas 33.28 3.30
Bharat Fin Banking/Finance 29.70 2.94
HCL Tech Technology 28.54 2.83
Larsen Engineering 24.06 2.38
Kotak Mahindra Banking/Finance 20.96 2.08
SBI Life Insura Conglomerates 20.75 2.06

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 23.55 20.38 20.38
Technology 10.94 7.35 7.35
Engineering 6.17 5.37 5.37
Automotive 5.69 5.54 5.54
Oil & Gas 4.83 6.71 6.71
Miscellaneous 3.59 3.99 3.99

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 73.28
Others 1.08
Debt 21.17
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.47

View All

Concentration

Holdings (%)
Top 5 23.31
Top 10 35.60
Sector (%)
Top 3 40.66

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