Sundaram Equity Hybrid Reg-G

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

High Hybrid G

3 Morning Star

0 Value Research

NAV( 29 Dec 2017)

₹ 84.14
-%

Sundaram Equity Hybrid Reg-G

Invest now
Performance

-%3y Returns

-0.44% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    2.24%
  • Exit load

    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 1,954 Cr
  • Plan

    REGULAR
  • Launch date

    26 Apr 2000
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 35+65 Aggressive Index
  • ISIN

    INF903J01744
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Ashok Leyland Ltd. 1.22%
Minda Industries Ltd. 0.77%
Maruti Suzuki India Ltd. 0.22%
Astral Ltd. 2.25%
PI Industries Ltd. 1.88%
Bharti Airtel Ltd. 1.7%
Bharti Airtel Ltd. Rights 0.05%
Dalmia Bharat Ltd. 0.87%
Larsen & Toubro Ltd. 3.3%
Ultratech Cement Ltd. 1.2%
Phoenix Mills Ltd. 0.39%
Prestige Estates Projects Ltd. 0.71%
Crompton Greaves Consumer Electricals Ltd. 0.32%
Titan Company Ltd. 0.31%
Indraprastha Gas Ltd. 1.3%
Bharat Petroleum Corporation Ltd. 2.06%
Reliance Industries Ltd. 3.19%
Schaeffler India Ltd. 0.8%
Dixon Technologies (India) Ltd. 0.38%
Export-Import Bank Of India 1.03%
State Bank of India 1.29%
HDFC Bank Ltd. 1.19%
ICICI Bank Ltd. 0.51%
Axis Bank Ltd. 0.52%
REC Ltd. 0.25%
REC Ltd. 0.53%
Yes Bank Ltd. 0.1%
Bank Of Baroda 0.81%
National Housing Bank 0.79%
Power Finance Corporation Ltd. 0.54%
National Bank For Agriculture & Rural Development 0.53%
National Bank For Agriculture & Rural Development 0.5%
Housing Development Finance Corpn. Ltd. 0.25%
Power Finance Corporation Ltd. 0.5%
Housing Development Finance Corpn. Ltd. 0.25%
Bajaj Finserv Ltd. 1.84%
Axis Bank Ltd. 1.74%
CSB Bank Ltd. 1.91%
Housing Development Finance Corpn. Ltd. 2.47%
ICICI Bank Ltd. 5.54%
Shriram Transport Finance Company Ltd. 1.43%
HDFC Bank Ltd. 4.91%
Home First Finance Company India Ltd. 1.84%
Kotak Mahindra Bank Ltd. 0.93%
Quess Corp Ltd. 0.75%
State Bank of India 3.02%
Tata Sons Ltd. 0.27%
LIC Housing Finance Ltd. 0.52%
REC Ltd. 1.27%
Housing Development Finance Corpn. Ltd. 1.3%
Power Finance Corporation Ltd. 1.3%
National Bank For Agriculture & Rural Development 1.26%
Reserve Bank of India 1.25%
LIC Housing Finance Ltd. 0.76%
Bank Of Baroda 0.78%
Varun Beverages Ltd. 2.04%
Hindustan Unilever Ltd. 0.5%
Tata Consumer Products Ltd. 1.03%
United Spirits Ltd. 2.72%
Procter & Gamble Hygiene & Health Care Ltd. 1.6%
Sun Pharmaceutical Industries Ltd. 0.98%
Gland Pharma Ltd. 1.56%
Cipla Ltd. 0.24%
Divi's Laboratories Ltd. 0.54%
Apollo Hospitals Enterprise Ltd. 0.52%
SBI Life Insurance Company Ltd. 0.36%
Hindalco Industries Ltd. 0.5%
Westlife Development Ltd. 1.62%
Adani Ports and Special Economic Zone Ltd. 0.38%
FSN E-Commerce Ventures Ltd. 0.05%
GOI 0.79%
GOI 0.25%
GOI 0.96%
Infosys Ltd. 5.18%
HCL Technologies Ltd. 1.77%
MindTree Ltd. 2.04%
Tata Consultancy Services Ltd. 2.01%
Sectors
Company Allocation %
Automobile 2.21%
Construction 6.47%
Consumer Staples 7.89%
Financial 44.68%
Capital Goods 1.18%
Consumer Discretionary 0.63%
Chemicals 4.13%
Services 2.05%
Sovereign 2.00%
Energy 6.55%
Technology 11.00%
Insurance 0.36%
Metals & Mining 0.50%
Healthcare 3.84%
Communication 1.75%
Risk Associated
High
  • Investors be aware that principal under this fund will be at High risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

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