5 சிறப்பாகச் செயல்படும் சமச்சீர் மியூச்சுவல் ஃபண்டுகள் SIP முதலீடு 2022

Table of Contents

FY 22 - 23 SIP முதலீட்டிற்கான முதல் 5 சிறந்த செயல்திறன் கொண்ட சமச்சீர் ஈக்விட்டி நிதிகள்
Top 5 Hybrid - Hybrid Equity Funds

SIP 2022க்கான சிறந்த 5 பேலன்ஸ்டு ஈக்விட்டி ஃபண்டுகள்

Updated on April 27, 2025 , 5239 views

சமப்படுத்தப்பட்ட நிதி பங்கு மற்றும் கடன் கருவி இரண்டிலும் முதலீடு செய்ய விரும்பும் முதலீட்டாளர்களிடையே மிகவும் விருப்பமான தேர்வாகும். இந்த நிதிகள் சமபங்கு மற்றும் கடன் ஆகிய இரண்டிற்கும் இடையே சமநிலையை அடைவதற்கான வழியை வழங்குகிறது. ஈக்விட்டி சார்ந்த பேலன்ஸ்டு ஃபண்டுகள் பங்குகளில் முதலீடு செய்யப்பட்ட கார்பஸின் பெரும்பகுதியை (குறைந்தது 65%) கொண்டுள்ளது. வருவாயை அனுபவிக்க விரும்பும் முதலீட்டாளர்களுக்கு இந்த நிதிகள் மிகவும் பொருத்தமானவை, ஆனால் பாதுகாப்பு மெத்தையுடன். வெறுமனே, பங்குகளில் முதலீடுகளைத் தொடங்க விரும்பும் முதலீட்டாளர்கள் தங்கள் போர்ட்ஃபோலியோவில் சமநிலையான நிதிகளைச் சேர்க்கலாம். இந்த நிதிகள் மற்றவற்றை விட குறைந்த ஏற்ற இறக்கம் கொண்டவைஈக்விட்டி நிதிகள் மற்றும் அவர்களின் வருமானம் அதிகமாக உள்ளதுகடன் பரஸ்பர நிதி. சிறந்த முடிவுகளுக்கு, முதலீட்டாளர்கள் இந்த ஷார்ட்லிஸ்ட் செய்யப்பட்ட சிறந்த பேலன்ஸ்டு ஈக்விட்டி ஃபண்டுகளை பரிசீலிக்கலாம்SIP முதலீடு.

Ready to Invest?
Talk to our investment specialist

FY 22 - 23 SIP முதலீட்டிற்கான முதல் 5 சிறந்த செயல்திறன் கொண்ட சமச்சீர் ஈக்விட்டி நிதிகள்

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Equity Hybrid Fund Growth	₹115.929 ↓ -0.34	₹768	500	1.1	-7.2	2.6	20.7	27	27
ICICI Prudential Equity and Debt Fund Growth	₹380.27 ↓ -1.11	₹40,962	100	6.4	1.8	10.2	18.9	27.2	17.2
UTI Hybrid Equity Fund Growth	₹391.117 ↓ -0.29	₹5,910	500	2.7	-1.1	10.5	17	22.9	19.7
DSP BlackRock Equity and Bond Fund Growth	₹352.051 ↓ -0.33	₹10,425	500	6.1	2.1	17.3	16.4	19.7	17.7
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	100	0.5	10.5	27.1	16	14.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25

*மேலே சிறந்த பட்டியல்சமச்சீர் ஈக்விட்டி மேலே உள்ள AUM/நிகர சொத்துகளைக் கொண்ட நிதிகள்100 கோடி. வரிசைப்படுத்தப்பட்டதுகடந்த 3 வருட வருவாய்.

1. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch. Ranked 35 in Hybrid Equity category. Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (29 Apr 25)	₹115.929 ↓ -0.34 (-0.29 %)
Net Assets (Cr)	₹768 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.36
Sharpe Ratio	0.07
Information Ratio	1.04
Alpha Ratio	0.05
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,786
31 Mar 22	₹20,451
31 Mar 23	₹21,645
31 Mar 24	₹32,246
31 Mar 25	₹34,502

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	2.3%
3 Month	1.1%
6 Month	-7.2%
1 Year	2.6%
3 Year	20.7%
5 Year	27%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27%
2022	33.8%
2021	8.1%
2020	22.9%
2019	30.5%
2018	-8.1%
2017	1.7%
2016	18.5%
2015	3%
2014	-0.2%

Fund Manager information for JM Equity Hybrid Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	0.5 Yr.
Asit Bhandarkar	31 Dec 21	3.25 Yr.
Ruchi Fozdar	4 Oct 24	0.49 Yr.
Deepak Gupta	11 Apr 25	0 Yr.

Data below for JM Equity Hybrid Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	6.08%
Equity	75.85%
Debt	18.06%

Equity Sector Allocation

Sector	Value
Financial Services	23.37%
Consumer Cyclical	11.9%
Technology	8.8%
Health Care	7.55%
Basic Materials	6.82%
Consumer Defensive	5.47%
Utility	3.78%
Communication Services	3.39%
Industrials	3.28%

Debt Sector Allocation

Sector	Value
Government	10.38%
Corporate	8.92%
Cash Equivalent	4.85%

Credit Quality

Rating	Value
AA	0.67%
AAA	99.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| 500034	6%	₹47 Cr	52,504 ↑ 2,500
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	5%	₹35 Cr	192,000 ↑ 25,000
REC Ltd (Financial Services) Equity, Since 30 Nov 22 \| 532955	4%	₹29 Cr	680,500 ↑ 200,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	4%	₹29 Cr	1,000,000 ↑ 1,000,000
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	4%	₹28 Cr	180,000 ↓ -20,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	3%	₹26 Cr	150,000 ↓ -15,000
6.92% Govt Stock 2039 Sovereign Bonds \| -	3%	₹25 Cr	2,475,000 ↓ -75,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	3%	₹24 Cr	180,114 ↓ -60,000
6.79% Govt Stock 2034 Sovereign Bonds \| -	3%	₹21 Cr	2,075,000 ↑ 475,000
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 532977	3%	₹21 Cr	26,280 ↓ -5,000

2. ICICI Prudential Equity and Debt Fund

(Erstwhile ICICI Prudential Balanced Fund)

To generate long term capital appreciation and current income from a portfolio that is invested in equity and equity related securities as well as in fixed income securities.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch. Ranked 7 in Hybrid Equity category. Return for 2024 was 17.2% , 2023 was 28.2% and 2022 was 11.7% .

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund Growth
Launch Date	3 Nov 99
NAV (29 Apr 25)	₹380.27 ↓ -1.11 (-0.29 %)
Net Assets (Cr)	₹40,962 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	0.26
Information Ratio	1.86
Alpha Ratio	1.98
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,015
31 Mar 22	₹21,325
31 Mar 23	₹22,530
31 Mar 24	₹31,792
31 Mar 25	₹34,795

ICICI Prudential Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for ICICI Prudential Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	3.1%
3 Month	6.4%
6 Month	1.8%
1 Year	10.2%
3 Year	18.9%
5 Year	27.2%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17.2%
2022	28.2%
2021	11.7%
2020	41.7%
2019	9%
2018	9.3%
2017	-1.9%
2016	24.8%
2015	13.7%
2014	2.1%

Fund Manager information for ICICI Prudential Equity and Debt Fund

Name	Since	Tenure
Sankaran Naren	7 Dec 15	9.32 Yr.
Manish Banthia	19 Sep 13	11.54 Yr.
Mittul Kalawadia	29 Dec 20	4.26 Yr.
Akhil Kakkar	22 Jan 24	1.19 Yr.
Sri Sharma	30 Apr 21	3.92 Yr.
Sharmila D’mello	31 Jul 22	2.67 Yr.
Nitya Mishra	4 Nov 24	0.41 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	10.06%
Equity	72.95%
Debt	16.47%

Equity Sector Allocation

Sector	Value
Financial Services	21.64%
Consumer Cyclical	11.38%
Energy	6.61%
Utility	6.02%
Health Care	5.72%
Industrials	5.56%
Consumer Defensive	4.55%
Communication Services	3.94%
Basic Materials	3.39%
Technology	2.72%
Real Estate	1.42%

Debt Sector Allocation

Sector	Value
Corporate	11.06%
Cash Equivalent	7.94%
Government	7.32%
Securitized	0.74%

Credit Quality

Rating	Value
A	3.6%
AA	29.97%
AAA	66.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	7%	₹2,789 Cr	15,255,052
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	7%	₹2,738 Cr	20,309,765
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	6%	₹2,375 Cr	66,421,174 ↓ -1,495,571
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| MARUTI	5%	₹1,977 Cr	1,715,417 ↑ 68,828
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹1,596 Cr	9,199,438 ↓ -876,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 16 \| BHARTIARTL	4%	₹1,539 Cr	8,878,180 ↓ -2,042,500
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	3%	₹1,304 Cr	3,193,968 ↓ -2,599
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	3%	₹1,301 Cr	10,201,366 ↑ 802,680
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| 532215	3%	₹1,154 Cr	10,468,090 ↑ 342,630
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Apr 17 \| 500312	3%	₹1,087 Cr	44,137,574 ↓ -10,310,300

3. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation.

UTI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 2 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Ranked 12 in Hybrid Equity category. Return for 2024 was 19.7% , 2023 was 25.5% and 2022 was 5.6% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund Growth
Launch Date	2 Jan 95
NAV (29 Apr 25)	₹391.117 ↓ -0.29 (-0.07 %)
Net Assets (Cr)	₹5,910 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.91
Sharpe Ratio	0.35
Information Ratio	1.63
Alpha Ratio	3.16
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,141
31 Mar 22	₹19,352
31 Mar 23	₹20,172
31 Mar 24	₹26,919
31 Mar 25	₹29,806

UTI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for UTI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	2.8%
3 Month	2.7%
6 Month	-1.1%
1 Year	10.5%
3 Year	17%
5 Year	22.9%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.7%
2022	25.5%
2021	5.6%
2020	30.5%
2019	13.2%
2018	2.5%
2017	-5.6%
2016	25.7%
2015	8.8%
2014	2.4%

Fund Manager information for UTI Hybrid Equity Fund

Name	Since	Tenure
V Srivatsa	24 Sep 09	15.53 Yr.
Sunil Patil	5 Feb 18	7.16 Yr.

Data below for UTI Hybrid Equity Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	2.71%
Equity	69.34%
Debt	27.95%
Other	0%

Equity Sector Allocation

Sector	Value
Financial Services	23.1%
Consumer Cyclical	8.26%
Basic Materials	6.52%
Technology	6.17%
Industrials	4.96%
Consumer Defensive	4.81%
Communication Services	4.64%
Health Care	4.26%
Energy	4.01%
Utility	1.68%
Real Estate	0.92%

Debt Sector Allocation

Sector	Value
Government	21.22%
Corporate	6.77%
Cash Equivalent	2.67%

Credit Quality

Rating	Value
AA	1.09%
AAA	98.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	7%	₹406 Cr	2,223,431 ↓ -105,271
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 10 \| ICICIBANK	6%	₹326 Cr	2,418,644
7.23% Govt Stock 2039 Sovereign Bonds \| -	4%	₹241 Cr	2,300,000,000 ↓ -300,000,000
Infosys Ltd (Technology) Equity, Since 31 Mar 06 \| INFY	3%	₹185 Cr	1,174,984
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 06 \| ITC	3%	₹178 Cr	4,343,319 ↑ 101,169
7.18% Govt Stock 2037 Sovereign Bonds \| -	3%	₹148 Cr	1,425,000,000 ↓ -1,200,000,000
Vedanta Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500295	2%	₹136 Cr	2,924,350
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 May 24 \| KOTAKBANK	2%	₹132 Cr	608,061 ↑ 75,070
6.92% Govt Stock 2039 Sovereign Bonds \| -	2%	₹128 Cr	1,250,000,000
7.32% Govt Stock 2030 Sovereign Bonds \| -	2%	₹125 Cr	1,200,000,000

4. DSP BlackRock Equity and Bond Fund

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

DSP BlackRock Equity and Bond Fund is a Hybrid - Hybrid Equity fund was launched on 27 May 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch. Ranked 9 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 25.3% and 2022 was -2.7% .

Below is the key information for DSP BlackRock Equity and Bond Fund

DSP BlackRock Equity and Bond Fund Growth
Launch Date	27 May 99
NAV (29 Apr 25)	₹352.051 ↓ -0.33 (-0.09 %)
Net Assets (Cr)	₹10,425 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	0.82
Information Ratio	0.71
Alpha Ratio	8.68
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹15,199
31 Mar 22	₹17,138
31 Mar 23	₹17,023
31 Mar 24	₹21,867
31 Mar 25	₹25,577

DSP BlackRock Equity and Bond Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for DSP BlackRock Equity and Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	3.3%
3 Month	6.1%
6 Month	2.1%
1 Year	17.3%
3 Year	16.4%
5 Year	19.7%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17.7%
2022	25.3%
2021	-2.7%
2020	24.2%
2019	17%
2018	14.2%
2017	-5.1%
2016	27.6%
2015	8.3%
2014	4.8%

Fund Manager information for DSP BlackRock Equity and Bond Fund

Name	Since	Tenure
Abhishek Singh	1 Mar 24	1.08 Yr.
Shantanu Godambe	1 Aug 24	0.67 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	4.65%
Equity	66.37%
Debt	28.97%
Other	0.01%

Equity Sector Allocation

Sector	Value
Financial Services	30.97%
Consumer Cyclical	8.46%
Health Care	7.9%
Consumer Defensive	6.42%
Basic Materials	3.8%
Technology	3.53%
Utility	1.48%
Industrials	1.41%
Communication Services	1.4%
Energy	0.98%

Debt Sector Allocation

Sector	Value
Government	20.14%
Corporate	8.9%
Cash Equivalent	4.59%

Credit Quality

Rating	Value
AA	8.75%
AAA	91.25%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 14 \| HDFCBANK	7%	₹781 Cr	4,270,582
8.17% Govt Stock 2044 Sovereign Bonds \| -	6%	₹645 Cr	55,000,000 ↑ 40,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 15 \| ICICIBANK	5%	₹497 Cr	3,688,426
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	3%	₹356 Cr	3,227,520
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| M&M	3%	₹351 Cr	1,317,286
7.09% Govt Stock 2054 Sovereign Bonds \| -	3%	₹335 Cr	32,500,000 ↑ 27,500,000
Cipla Ltd (Healthcare) Equity, Since 31 May 24 \| 500087	3%	₹311 Cr	2,156,479
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Apr 24 \| SBILIFE	3%	₹307 Cr	1,984,938
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 24 \| ITC	3%	₹295 Cr	7,193,074 ↑ 857,160
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| KOTAKBANK	3%	₹275 Cr	1,268,082

5. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

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

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund Growth
Launch Date	23 Jun 00
NAV (31 Dec 21)	₹135.137 ↑ 0.78 (0.58 %)
Net Assets (Cr)	₹1,954 on 30 Nov 21
Category	Hybrid - Hybrid Equity
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	2.64
Information Ratio	-0.12
Alpha Ratio	5.81
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹14,627

Sundaram Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Sundaram Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
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 performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for Sundaram Equity Hybrid Fund

Name	Since	Tenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.