Sundaram Equity Hybrid Reg-IDCW

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

High Hybrid IDCW

3 Morning Star

3 Value Research

NAV( 29 Dec 2017)

₹ 15.74
1.8%

Sundaram Equity Hybrid Reg-IDCW

Invest now
Performance

15.87%3y Returns

-0.64% 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

    INF903J01728
Fund allocation
Asset allocation

Company holdings
Company Allocation %
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
  • Wealth will be Multiplied In Short time!

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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