Formerly Sundaram Equity Hybrid DP
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
21 Years. The fund has an Extended history for analysis and the track record is excellent.
1,958 Cr. Large within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
NAV (Oct 20)
6 Month CAGR
To generate capital appreciation and current income,through a mix of investments in equities and fixed income securities.
Low to Moderate
Launched (21y ago)
|Jun 23, 2000|
AUM in Crores
|CRISIL Hybrid 35+65 - Agg TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 93,338||5.00%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 8,356 cr
₹ 18,652 cr
₹ 3,398 cr
₹ 96 cr
₹ 1,957 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 35,676 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Sundaram Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.8% over a period of 21 years. The fund was previously known as Sundaram Equity Hybrid DP . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rahul Baijal, Sandeep Agarwal, S. Bharath
To generate capital appreciation and current income,through a mix of investments in equities and fixed income securities. . However, there is no assurance that the objective of the scheme will be realized.
The Sundaram Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund was launched on Jun 23, 2000. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-20 is ₹16.87. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹1957.294. The category risk of the Sundaram Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund is High Risk. The fund charges 2.17 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 75.9% in this asset class. The top three holdings of the fund are , infosys ltd , hdfc bank ltd , icici bank ltd , larsen & toubro ltd , state bank of india , united spirits ltd , housing development finance corp ltd , varun beverages ltd , mindtree ltd , astral ltd , reliance industries ltd , tata consultancy services ltd , csb bank ltd ordinary shares , treps , pi industries ltd , hcl technologies ltd , bharat petroleum corp ltd , bajaj finserv ltd , axis bank ltd , gland pharma ltd , bharti airtel ltd , procter & gamble hygiene and health care ltd , home first finance co india ltd ordinary shares , westlife development ltd , indraprastha gas ltd , cash and other net current assets^ , sun pharmaceuticals industries ltd , shriram transport finance co ltd , power finance corporation limited , state bank of india , rural electrification corporation limited , national bank for agriculture and rural development , housing development finance corporation limited , ultratech cement ltd , ashok leyland ltd , hdfc bank limited , dixon technologies (india) ltd , export-import bank of india , state bank of india , 7.32% govt stock 2024 , tata consumer products ltd , dalmia bharat ltd , prestige estates projects ltd , bank of baroda , kei industries ltd , lic housing finance limited , schaeffler india ltd , 7.16% govt stock 2023 , bank of baroda , national housing bank , quess corp ltd , minda industries ltd , hindustan unilever ltd , apollo hospitals enterprise ltd , icici bank limited , power finance corporation limited , hindalco industries ltd , national bank for agriculture and rural development , power finance corp ltd. 6.09% , divi's laboratories ltd , axis bank limited , lic housing finance limited , rural electrification corporation limited , national bank for agriculture and rural development , cipla ltd , sbi life insurance company limited , adani ports & special economic zone ltd , phoenix mills ltd , polycab india ltd , 5.63% govt stock 2026 , indian railway finance corp 6.92% , crompton greaves consumer electricals ltd , rural electrification corporation limited , tata sons limited , housing development finance corporation limited , housing development finance corporation limited , maruti suzuki india ltd , yes bank limited
The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
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