Sundaram Equity Hybrid Fund - (IDCW)

  • 5 years return (%) 12.88%
  • AUM (₹) ₹1921.82 Cr
  • NAV (₹) 16.9628
  • Rating 2

Performance

1Y 3Y 5Y Max
Fund Return 43.08% 13.68% 12.88% 790.22%
Category Average 52.07% 17.65% 17.00% 19.02%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
43.08%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Sundaram Equity Hybrid Fund - (IDCW) 2.21 1921.8159 +14%
IDFC Balanced Advantage Fund (G) 2.07 2472.5574 +11%
L&T Balanced Advantage Fund (G) 2.11 2001.9866 +10%
Kotak Equity Hybrid Fund (G) 2.19 1986.1704 +17%
AXIS Equity Hybrid Fund - Regular (G) 2.17 1831.3011 +17%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Infosys

    Automobile Sector
    Equity Instrument
    6.3% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • Larsen & Toubro

    Automobile Sector
    Equity Instrument
    3.2% % Assets
  • St Bk of India

    Automobile Sector
    Equity Instrument
    2.6% % Assets

AMC Details

Sundaram Mutual Fund

  • 32151.2573 Cr

    AUM

Contact Details

Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014

044-2858 3362/3367 | 044-2858 3156
dhirent@sundarammutual.com