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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
87.093 0.04 ( 0.05 %)
NAV as on 17 Jan, 2019
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 Jan 17, 2019)
Period Returns(%) Rank#
1 Month 0.4 19
3 Months 4.1 26
6 Months 0.4 22
1 Year 2.0 2
2 Years 10.8 11
3 Years 13.6 7
5 Years 11.2 34

# 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 -0.1 3.1
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

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 0.4 4.1 0.4 2 10.8 13.6 11.2
Category average 0.1 3.9 -0.1 -3.4 9.3 11.3 14
Difference of Fund returns and Category returns 0.3 0.2 0.5 5.4 1.5 2.3 -2.8
Best of Category 1.9 6.9 5.4 3.7 15.2 17.4 17.7
Worst of Category -1.3 1.3 -6.2 -7.8 4.7 7.6 8.7
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:

    Jun 23, 2000

  • Benchmark:

    CRISIL Balance Fund

  • Asset size (Rs Cr):

    1254.67 ( Dec 31, 2018 )

  • Asset Date:

    Dec 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Rahul Baijal
    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 (G) 26,325.61 127.9 5.5 1.6 -1.5 11.2 15.5
L&T India Hybrid Equity Fund - Direct Plan (G) 685.49 26.9 2.3 -2.8 -5.5 11.0 16.5
HDFC Hybrid Equity Fund (G) 18,028.47 51.6 5.0 1.5 -3.8 13.0 16.5
ICICI Prudential Equity & Debt Fund (G) 23,892.75 128.3 3.1 3.5 -3.2 13.7 15.9
Aditya Birla Sun Life Equity Hybrid '95 Fund (G) 12,488.72 732.4 3.6 -0.9 -5.5 10.6 15.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
Infosys Technology 107.31 8.11
HDFC Bank Banking/Finance 90.65 6.85
ICICI Bank Banking/Finance 66.31 5.01
ITC Tobacco 52.85 4.00
Bharat Fin Banking/Finance 51.50 3.89
Maruti Suzuki Automotive 45.79 3.46
HDFC Banking/Finance 28.80 2.54
TCS Technology 33.61 2.38
Tech Mahindra Technology 31.46 2.28
Torrent Pharma Pharmaceuticals 30.20 2.18
Asset Allocation (%) As on Nov 30, 2018
Equity 73.56
Others 0.00
Debt 24.27
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.12
Sector Allocation (%) As on Nov 30, 2018
Sector %
Banking/Finance 23.33
Technology 15.32
Automotive 7.09
Engineering 4.27
Tobacco 4.00
Conglomerates 3.16
Concentration As on Nov 30, 2018
Holdings %
Top 5 27.86
Top 10 73.56
Sectors %
Top 3
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