Sundaram Equity Hybrid Fund - (D)

Sundaram Equity Hybrid Fund - (D)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Rahul Baijal
Fund Horizon OPEN
Inception Date 23-Jun-2000
Scheme AUM(CR) ` 1720.83
Minimum SIP/LUMPSUM ` 100/ ` 1000
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates 1,7,14,20,25
Entry Load In respect of each purchase / switch-in of Units, upto 10% of the units may be redeemed without any exit load from the date of allotment. Nil - Exit load is Payable if Units are redeemed / switched-out after 1 year from the date of allotment. Exit load of 1% is payable if units are redeemed / switched out wwithin 1 year from the date of allotment of units.
Exit Load In respect of each purchase / switch-in of Units, upto 10% of the units may be redeemed without any exit load from the date of allotment. Nil - Exit load is Payable if Units are redeemed / switched-out after 1 year from the date of allotment. Exit load of 1% is payable if units are redeemed / switched out wwithin 1 year from the date of allotment of units.
Expense Ratio 2.34

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.97% -2.44%
3 Month -0.14% -4.96%
6 Month 4.80% 5.80%
1 Year -3.03% -2.29%
3 Year 7.25% 10.03%
5 Year 7.44% 7.20%
Since Inception 11.92% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others