Rating : ★ ★ ★ ★ ☆
Sundaram Equity Hybrid Fund Direct Plan Dividend Reinvestment Option
 ÂAggressive Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
1667.42 Cr.
(As of 31 Mar, 2021)
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Riskometer
Investors understand that their principal will be at High Risk.
Objective
To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
 
Fund manager
Sandeep Agarwal
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹100
Minimum investment
₹100
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Infosys Ltd
5.78%
HDFC Bank Ltd
5.71%
ICICI Bank Ltd
4.99%
Bharti Airtel Ltd
4.58%
Sector Allocation
About the Scheme Type
Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.
Ratings
This fund is rated 4 stars by Morning Star Ratings.