Rating : ★ ★ ★ ★ ☆

Sundaram Equity Hybrid Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option Option

Hybrid

  

Aggressive Hybrid Fund

NAV

18.0824 +0.0582

(as on 23 Jul, 2021)

RETURNS

13.18 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

1%

Asset Size

1791.27 Cr.

(As of 30 Jun, 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.

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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

6.22%

HDFC Bank Ltd

5.13%

ICICI Bank Ltd

4.82%

Larsen & Toubro Ltd Shs Dematerialised

3.10%

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.

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Overview of Sundaram Asset Management Company Ltd

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