Profit

Sundaram Equity Hybrid Fund - Appreciation

Fund Family: Sundaram Mutual Fund | Fund Class: Balanced Funds - Equity | Launch Date: 15 Jun,2000

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90.59
Change Change %
-0.0329 -0.0363%

Updated: 19 Jun,2019 | 12:00 AM

Previous NAV 90.63
Quarterly Average AUM(in ₹ Cr.)
(As on 31 Mar 2019)
550.07
Expense Ratio 2.40

1 Month Range

88.86 93.00

52 Wk Range

81.69 93.00
Period:

Compare NAV performance of Sundaram Equity Hybrid Fund(G) vs. Peers

Color code for Price performance of Sundaram Equity Hybrid Fund(G)'s Peers

  • 7% and above
  • 3% to 7%
  • 1% to 3%
  • -1% to 1%
  • -3% to -1%
  • -7% to -3%
  • -7% and below

Scheme Performance -

Period Date NAV Return %
1 Month 17 May,2019 88.86 21.64%
3 Months 19 Mar,2019 89.72 3.87%
6 Months 19 Dec,2018 86.96 8.39%

More from Performance »

Period Date NAV Return %
1 Month 17 May,2019 88.86 1.96%
3 Months 19 Mar,2019 89.72 0.97%
6 Months 19 Dec,2018 86.96 4.18%

More from Performance »

Portfolio Allocation -

Top Holdings -

Company Market Value (₹ Cr.) Holding (%)
HDFC Bank Ltd 146.20 8.78
ICICI Bank Ltd 108.07 6.49
Axis Bank Ltd 74.69 4.49
Reliance Industries Ltd 65.70 3.95
ITC Ltd 52.93 3.18

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Investment Information

Investment Objective To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
Scheme Type Open ended scheme
Scheme Class Balanced Funds - Equity
Investment Plan Growth
Minimum Investment (in ₹) 5000.00
Lock In Period 0
Dividend 0
Bonus N/A
Fund Manager Rahul Baijal
SIP Yes
STP Yes
SWP Yes
Name Load
Entry 0%
Exit 1%
Fund Manager Rahul Baijal
Registrar Computer Age Management Services Private Limited

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Sundaram Equity Hybrid Fund - Appreciation - News

Fund House Details

AMC Name

Sundaram Mutual Fund

Registered Office

Address: Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

Tel: +91 (22) 28583362/3367

Fax: +91 (22) 22858 3156

Email: customerservices@sundarammutual.com

Website: www.sundarammutual.com

Registrars Details

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,  Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam, Chennai - 600 034

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