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you are here: Moneycontrol Mutual Funds Aggressive Hybrid Fund Sundaram Mutual Fund Sundaram Equity Hybrid Fund - Regular Plan (G)

Sundaram Equity Hybrid Fund - Regular Plan (G)

Previous Name: Sundaram Balanced Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 100617
Fact Sheet
85.013 0.14 ( 0.16 %)
NAV as on 16 Nov, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
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Info

Very Good performance in the category

The scheme is ranked 1 in Aggressive Hybrid Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Sundaram Balanced Fund has been renamed as Sundaram Equity Hybrid Fund w.e.f. May 04, 2018

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Nov 16, 2018)
Period Returns(%) Rank#
1 Month 0.8 40
3 Months -5.5 37
6 Months -0.6 12
1 Year 4.9 2
2 Years 10.8 14
3 Years 10.9 9
5 Years 11.2 35

# Moneycontrol Rank within 54 Aggressive Hybrid Fund Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -1.6 3.3 0.9 - -
2017 7.2 2.9 1.7 6.0 20.3
2016 -3.0 10.4 5.7 -4.2 11.0
2015 0.9 -2.8 -2.2 -1.1 -3.0
2014 3.2 11.5 0.5 6.7 23.7
2013 -4.9 0.9 -1.5 8.4 4.2

View where it stands within its peers

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Performance

Fund returns v/s Category average (Aggressive Hybrid Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.8 -5.5 -0.6 4.9 10.8 10.9 11.2
Category average 1.3 -4.2 -2.2 -0.8 7.8 7.2 10.4
Difference of Fund returns and Category returns -0.5 -1.3 1.6 5.7 3 3.7 0.8
Best of Category 5.5 -0.5 3.4 6.6 16.9 15.2 18.3
Worst of Category 0.7 -8.2 -6.4 -4.9 5.8 5.5 8.3
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

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

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Mar 06, 0000

  • Benchmark:

    CRISIL Balance Fund

  • Asset size (Rs Cr):

    843.73 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. 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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
SBI Equity Hybrid Fund - Direct Plan (G) 961.72 132.1 -3.4 -0.4 1.4 10.8 17.3
SBI Equity Hybrid Fund (G) 20,013.35 125.1 -3.6 -0.8 0.5 9.6 16.1
L&T India Hybrid Equity Fund (G) 8,932.00 25.5 -4.8 -3.3 -1.6 9.1 16.1
HDFC Hybrid Equity Fund (G) 18,494.97 50.9 -3.4 -0.8 -1.4 10.7 17.1
HDFC Hybrid Equity Fund - Direct Plan (G) 3,511.21 52.8 -3.2 -0.2 -0.2 12.0 18.3
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Infosys Technology 94.54 7.93
HDFC Bank Banking/Finance 73.79 6.19
Bharat Fin Banking/Finance 54.60 4.58
ITC Tobacco 41.49 4.23
Reliance Oil & Gas 50.43 3.73
Maruti Suzuki Automotive 38.51 3.48
TCS Technology 36.60 3.23
ICICI Bank Banking/Finance 44.47 3.07
Torrent Pharma Pharmaceuticals 23.72 2.13
Quess Corp Engineering 25.39 1.99
Asset Allocation (%) As on Sep 29, 2018
Equity 71.82
Others 0.00
Debt 24.30
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.89
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 18.48
Technology 16.41
Automotive 5.56
Engineering 4.79
Tobacco 4.23
Oil & Gas 4.03
Concentration As on Sep 29, 2018
Holdings %
Top 5 26.66
Top 10 71.82
Sectors %
Top 3
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