Sundaram Equity Hybrid Fund Direct Growth

Sundaram Equity Hybrid Fund Direct Growth of Sundaram Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.58

Age

NA Years

Fund Manager

Rahul Baijal

AuM (Rs Crores)

1259.2625

Asset Class

Hybrid-Equity

Net Asset Value:

90.8771

Rating

2

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

82.00%

Fund Manager Details:

Rahul Baijal B. E. Electronics & Communication, MBA Jun 212 - Jun 216 Fund Manager/Vice-President Investments, Bharti-AXA Life Insurance Jun 25 - Apr 212 Director/Portfolio Manager/Investment, TVF Capital (erstwhile Voyager Capital)

Objective:

To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.

Top Holdings:

  • IT - Software (16.7)
  • Banks (14.2)
  • Finance (8.12)
  • Automobile (4.81)
  • Refineries (3.88)
  • Tobacco Products (3.12)
  • FMCG (3.1)
  • Insurance (2.9)
  • Retail (2.43)
  • Diversified (1.65)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition