SUNDARAM EQUITY HYBRID FUND DIRECT IDCW PAYOUT
18.61
0.0
as on 27-Mar-2025
HYBRID
| AGGRESSIVE
NA
1 YEAR RETURNS
NA
3 YEAR RETURNS
NA
5 YEAR RETURNS
200000.0
Minimum Investment200000.0
Minimum SIP Investment200000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| JM AGGRESSIVE HYBRID FUND - HALF YEARLY IDCW PAYOUT OPTION | 5 | 82.29 | 8.81 | 19.96 | 29.99 | Buy |
| JM AGGRESSIVE HYBRID FUND - IDCW PAYOUT OPTION | 5 | 31.53 | 8.81 | 19.96 | 29.99 | Buy |
| EDELWEISS AGGRESSIVE HYBRID FUND - IDCW PAYOUT PLAN | 5 | 26.65 | 12.03 | 16.17 | 24.57 | Buy |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR - IDCW PAYOUT | 5 | 29.39 | 9.7 | 16.49 | 29.94 | Buy |
| JM AGGRESSIVE HYBRID FUND MONTHLY IDCW PAYOUT OPTION | 5 | 81.64 | 8.81 | 19.96 | 29.99 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | HDFC Bank Ltd | 6.94 |
| 2 | ICICI Bank Ltd | 5.65 |
| 3 | Reliance Industries Ltd | 5.02 |
| 4 | GSEC2029 | 3.82 |
| 5 | Larsen & Toubro Ltd | 3.79 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Banks - Private Sector | 16.26 |
| 2 | Miscellaneous | 10.57 |
| 3 | Banks | 9.26 |
| 4 | Banks - Public Sector | 5.46 |
| 5 | Finance & Investments | 5.26 |