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Sundaram Equity Hybrid Fund - Direct Plan

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

Suitability

This product is suitable for investors who are seeking

• long term capital growth and current income

• a judicious mix of investments in equity and fixed income securities

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	0.86%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,954
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 500

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	15.42%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	13.85%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	20.39%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	14.8%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	16.0%
Mirae Asset Aggressive Hybrid Fund - Direct Plan	1000	1000	15.69%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	17.67%
HSBC Aggressive Hybrid Fund - Direct Plan	1000	1000	14.97%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	13.85%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	20.39%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	15.79%
DSP Equity & Bond Fund - Direct Plan	1000	1000	19.28%

Top 10 Holdings

Company	Holding Type	Asset(%)
Infosys Ltd	Equity	5
HDFC Bank Ltd	Equity	5
ICICI Bank Ltd	Equity	4
Larsen & Toubro Ltd	Equity	3
State Bank of India	Equity	3
Food Corporation Of India	Bond - Corporate Bond	3
United Spirits Ltd	Equity	3
Reliance Industries Ltd	Equity	2
Tata Consultancy Services Ltd	Equity	2
Housing Development Finance Corp Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	72
Bond - Corporate Bond	19
Bond - Gov't Treasury	5
Cash - Repurchase Agreement	3
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	24
Bond - Corporate Bond	19
Technology	12
Industrials	8
Consumer Defensive	7

Fund Manager

S. Bharath

0+ years of experience

Sandeep Agarwal

3+ years of experience

Rahul Baijal

3+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m