Sundaram Equity Hybrid Fund (G)

Q: What are the top 5 holdings of Sundaram Equity Hybrid Fund (G)?

The fund\'s top 5 sectors holdings are

Hybrid
Aggressive
Average

Save

₹135.14 (0%)
Current NAV
0%
Returns
Min. SIP ₹100

Min. Investment ₹500

Invest Now Compare

Invest Now WhatsApp Chat

Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Historical NAV & Returns

Explore the Fund’s Past Performance with NAV

- ₹ 135.14Today NAV
- -Returns
- -
  Low
- -
  High

Returns (NAV as on 01-Jan-1970)

Track investment returns to meet financial goals.

	This Fund	Category Avg.	Benchmark
1W	%	-1.06%	2.49%
1M	%	4.87%	3.68%
3M	%	0.4%	11.34%
6M	%	-1.76%	16.15%
1Y	%	8.7%	28.28%
2Y	%	17.09%	21.43%
3Y	%	14.98%	17.94%
5Y	%	19.86%	19.27%
ALL	%	11.83%	14.43%

Check out what are trailling and rolling returns of this fund ?

View Detail Return Analysis

1 Lac Users Opted for this Service

Free KYC Check

To know your eligibility for Mutual Fund Investment

PAN Card No.

Enter Valid PAN Number

Your name

Enter Your Name

lock Your personal information is secure with us

Mobile no.

Enter a valid mobile number

Email Address

Enter valid email address

By Proceeding, you agree T&C

Risk Analysis

	Standard Dev	Sharpe	Beta	Alpha
Fund	0%	0%	0%	0%
Category	0%	0%	0%	0%

Riskometer

Investors understand that their principal will be at Average risk

View Detail Risk Analysis

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp

Comparison Of Sundaram Equity Hybrid Fund (G)

Compare your fund with the top category schemes.

icons BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0% (p.a.)

icons ITI Banking and PSU Fund Regular - Growth

3Y Returns6.88% (p.a.)

Compare Now

icons ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns16.3% (p.a.)

icons Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns19.26% (p.a.)

Compare Now

icons SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns14.94% (p.a.)

icons HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns24.55% (p.a.)

Compare Now

icons UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.54% (p.a.)

icons Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns8.79% (p.a.)

Compare Now

SIP Returns Calculator

A simple tool to calculate your SIP returns.

I want to invest (Monthly)

Investment Duration (Yrs)

Expected Return Rate

Target Amount

Investment Duration (Yrs)

Expected Return Rate

Invested Amount
Estimated Returns
Future Value

Start small, dream big: Begin your journey to long-term wealth with SIPs starting at just ₹1000!

Start SIP

Alternative Fund Category Peer View

Check out the other Mutual Funds in this category

3M 6M 1Y 3Y 5Y

Fund Name	Returns

Analyze the performance of comparable peer funds

Check Now

About Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G) is a fund scheme from Sundaram mutual fund. It falls under a Aggressive category. After being launched on 2000-06-23. Sundaram Equity Hybrid Fund (G) has achieved Rs 1764.13 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 2.32% (As on Sep 30, 2019)%.

Investing Strategy:

To generate capital appreciation and current income, through a judicious mix of investments in equities and ixed-income securities. The Scheme may invest up to 35% of the Net Assets in Overseas Securities.
Performance:

Sundaram Equity Hybrid Fund (G) trailing returns over different times are % (1 year), % (3 year), % (5 year). The average annual return of this fund stands at %

Scheme Name	1M	3M	6M	1Y	5Y
Sundaram Services Fund Regular Plan - Growth	6.67%	0.32%	-0.55%	16.78%	27.31%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	5.13%	-0.89%	-3.19%	13.32%	22.7%
Sundaram Multi Asset Allocation Fund-Reg (G)	5.9%	4.03%	5.17%	12.45%	0%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	2.62%	1.84%	2.36%	11.06%	16.44%
Sundaram Mid Cap Fund Regular Plan - Growth	6.02%	-1.74%	-7.09%	10.72%	29.45%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	5.7%	4.65%	1.9%	10.5%	25.26%
Sundaram Flexicap Fund Regular Growth	6.07%	0.1%	-2.5%	9.77%	0%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	5.01%	1.67%	-1.3%	9.65%	18.92%
Sundaram Equity Savings Fund (G)	2.49%	1.47%	1.6%	9.33%	14.62%
Sundaram Banking and PSU Debt Fund Regular Plan - Growth	0.74%	2.87%	4.61%	9.24%	5.86%
Sundaram Corporate Bond Fund Regular Plan- Growth	0.67%	2.86%	4.59%	9.24%	6.39%
Sundaram Short Duration Fund Regular Growth	0.75%	2.7%	4.44%	9.02%	7.53%
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth	1.95%	2.98%	2.89%	8.86%	9.69%

See More About Sundaram Mutual Fund

Is this right fund for you?

1/3

What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is the current NAV of Sundaram Equity Hybrid Fund (G)?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Equity Hybrid Fund (G) as of is 135.1375.

What is the benchmark of Sundaram Equity Hybrid Fund (G)?

Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

Is Sundaram Equity Hybrid Fund (G) a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

What are the top 5 holdings of Sundaram Equity Hybrid Fund (G)?

The fund's top 5 sectors holdings are

How can I redeem my investments in Sundaram Equity Hybrid Fund (G)?

Redeeming your investments in Sundaram Equity Hybrid Fund (G) is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Who manages this fund, and what is their expertise?

Sandeep Agarwal, Rahul Baijal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

What is the expense ratio of Sundaram Equity Hybrid Fund (G)?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the AUM or size of Sundaram Equity Hybrid Fund (G)?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Equity Hybrid Fund (G) is Rs 1764.13 Crs. Crs.

Should I invest in Sundaram Equity Hybrid Fund (G)?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

How to start online SIP in Sundaram Equity Hybrid Fund (G)s?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.