Sundaram Equity Hybrid Fund Institutional-IDCW Reinvestment

Fund Details

NAV 14.2258

Sub-Type Aggressive Hybrid

Rating Not Rated

Min. SIP Amount ₹0

Fund Age(Year) 17.81

Fund Size(in Crores) 0

Fund Performance

1 Month 0.0%

3 Month 0.0%

6 Month 0.0%

1 Year 0.0%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (82.68%) Market Cap Large Cap 32.95 Mid Cap 15.01 Small Cap 34.71 Top Sectors Financial 23.64 Capital Goods 11.28 Automobile 11.2 Services 10.72 Chemicals 8.45 Construction 4.48 Healthcare 4.16 Communication 3.21 Insurance 1.47 Metals & Mining 1.31 Materials 1.11 Technology 0.94 Consumer Discretionary 0.72 Top Holding Prudent Corporate Advisory Services 1.17 Awfis Space Solutions 1.7 HDFC AMC 0.97 GE Vernova T&D 1.3 Cholamandalam Financial 0.79 Maruti Suzuki India 0.99 APL Apollo Tubes 0.62 Krishna Institute 0.72 Eicher Motors 1.16 Anthem Biosciences 0.95 Coromandel International 1.23 Apollo Hospitals Enterprise 0.6 TD Power Systems 2.55 Ambuja Cements 0.44 Cummins India 2.35 Indiqube Spaces 1.13 Navin Fluorine International 2.09 Ultratech Cement 0.67 Tube Investments Of India 1.04 Senco Gold 0.72 Sagility 1.85 Ashok Leyland 1.88 Bharti Airtel 3.21 BSE 1.4 Aptus Value Housing Finance India 0.58 Ather Energy 1.63 Fine Organic Industries 1.92 HDFC Bank 4.56 BlackBuck 0.77 Nippon Life India Asset Management 1.16 Sobha 0.67 MCX 2.52 Yatharth Hospital & Trauma Care Services 1.28 Max Healthcare Institute 0.61 Five-Star Business Finance 1.33 Shakti Pumps (India) 0.49 Unimech Aerospace And Manufacturing 0.47 SRF 1.45 State Bank of India 1.59 Larsen & Toubro 3.81 Mahindra & Mahindra 1.2 Manappuram Finance 1.36 Sandhar Technologies 1.15 Cholamandalam Investment and Finance Company 0.69 ICICI Bank 3.94 L&T Fin 1.69 Tata Steel 0.69 Max Financial Services 1.41 Kotak Mahindra Bank 0.37 Jubilant FoodWorks 0.37 Polycab India 1.38 Bajaj Finance 2.03 Data Patterns (India) 0.75 Schaeffler India 1.99 Aether Industries 1.77 Steel Strips Wheels 0.65 Swiggy 0.98 Mphasis 0.94 Shriram Pistons & Rings 1.5 Star Health and Allied Insurance Company 1.47

Debt & Others (17.32%) Sector Allocation CBLO 16.73 Net Receivables 0.59 Debt Credit Ratings Debt Category Others 17.32

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-Growth Ret 1M -1.88% Ret 1Y 8.4% Ret 3Y 17.52% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-IDCW Ret 1M -1.88% Ret 1Y 8.4% Ret 3Y 17.52% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-Growth Ret 1M -2.13% Ret 1Y 6.73% Ret 3Y 22.34% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Payout Ret 1M -2.13% Ret 1Y 6.73% Ret 3Y 22.34% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Reinvestment Ret 1M -2.13% Ret 1Y 6.73% Ret 3Y 22.34% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-Growth Ret 1M -1.79% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Payout Ret 1M -1.79% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -1.79% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-Growth Ret 1M -3.19% Ret 1Y 6.73% Ret 3Y 17.1% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Ret 1M -3.19% Ret 1Y 6.73% Ret 3Y 17.1% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -3.19% Ret 1Y 6.73% Ret 3Y 17.1% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at high risk

AMC and Fund details

Rank (total sets) 0

Date of Incorporation 2008-04-15

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.