Sundaram Equity Hybrid Fund - Direct (G)

  • 5 years return (%) 15.01%
  • AUM (₹) ₹1957.29 Cr
  • NAV (₹) 147.7512
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 49.39% 19.98% 15.01% 23.25%
Category Average 52.67% 22.92% 18.22% 23.30%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
49.39%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Sundaram Equity Hybrid Fund - Direct (G) 0.88 1957.2939 +20%
IDFC Balanced Advantage Fund (G) 2.11 2604.3896 +14%
Kotak Equity Hybrid Fund (G) 2.21 2071.1146 +22%
L&T Balanced Advantage Fund (G) 2.11 2062.5279 +11%
AXIS Equity Hybrid Fund - Regular (G) 2.26 1868.1281 +21%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Infosys

    Automobile Sector
    Equity Instrument
    5.3% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.0% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • Larsen & Toubro

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

    Automobile Sector
    Equity Instrument
    2.8% % Assets

AMC Details

Sundaram Mutual Fund

  • 33376.6851 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