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Fincash » Mutual Funds » Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund - G

NAV  ₹135.137 ↑ 0.78  (0.58 %) as on 31 Dec 21

(Erstwhile Sundaram Balanced Fund)

Scheme Objective

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR return of 12.8% since its launch.  Ranked 25 in Hybrid Equity category. .

Below is the key information for Sundaram Equity Hybrid Fund

NAV as on 31 Dec 21₹135.137 ↑ 0.78  (0.58 %)
Net Assets (AUM) as on 30 Nov 2021 ₹1,954 Cr.
Launch Date23 Jun 2000
CategoryHybrid - Hybrid Equity
Rating
TypeOpen Ended Fund
RiskModerately High
AMCSundaram Asset Management Company Ltd
Alpha Ratio5.81
Expense Ratio2.18 %
Sharpe Ratio2.641
Information Ratio-0.12
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 1.8%
3 Month 0.5%
6 Month 10.5%
1 Year 27.1%
3 Year 16%
5 Year 14.2%
10 Year
15 Year
Since launch 12.8%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013

Growth of 10k Over Years

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,918
30 Sep 19₹11,639
30 Sep 20₹11,594
30 Sep 21₹17,006
Sundaram Equity Hybrid Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Sundaram Equity Hybrid Fund Asset Allocation

Sector Allocation

SectorValue
RatingValue
Sundaram Equity Hybrid Fund Debt Allocation
SectorValue
Sundaram Equity Hybrid Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
0 of 0
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Fund Managers

NameSinceTenure

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Sundaram Equity Hybrid Fund
Growth
₹135.137
↑ 0.78
10.54 %27.1 %16.03 %14.2 %
Sundaram Equity Hybrid Fund
Normal Dividend, Reinvestment
₹16.3588
↑ 0.09
10.47 %26.97 %15.54 %13.64 %
Sundaram Equity Hybrid Fund
Normal Dividend, Payout
₹16.3588
↑ 0.09
10.47 %26.97 %15.54 %13.64 %
Data as on 31 Dec 21

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.