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Sundaram Equity Hybrid Fund Regular Growth

(Erstwhile Sundaram Balanced Fund - Appreciation Option)

Category: Hybrid: Aggressive
Launch Date: 23-06-2000
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.24% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,823.76 Cr As on (31-10-2019)
Turn over: 114.0
NAV as on Mon Nov 18 00:00:00 IST 2019

95.2194

0.03 (0.0352%)

CAGR Since Inception

12.26%

NIFTY 50 TRI 13.52%

PERFORMANCE of Sundaram Equity Hybrid Fund Regular Growth

Scheme Performance (%) Data as on - 18-11-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Equity Hybrid Fund Regular Growth 12.01 11.26 8.12 8.13 12.26
NIFTY 50 TRI 13.56 15.14 8.62 10.4 13.52
Hybrid: Aggressive 8.42 8.73 7.31 10.15 10.73

Yearly Performance (%)

Fund Managers

Mr. Rahul Baijal

Mr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).

Investment Objective

The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.

RETURNS CALCULATOR for Sundaram Equity Hybrid Fund Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Sundaram Equity Hybrid Fund Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Hybrid Fund Regular Growth 9.63 0.69 0.19 0.88 7.92 4.54
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Sundaram Equity Hybrid Fund Regular Growth

Period
Data as on - 18-11-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 12.01 8.07 11.26 8.12 8.13
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 05-04-2017 17.94 9.02 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 16.14 0.0 0.0 0.0 0.0
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 15.62 0.0 0.0 0.0 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 15.45 5.67 10.44 9.58 10.97
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 14.95 7.09 11.87 10.32 12.02
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 14.39 4.51 8.44 5.02 7.74
Kotak Equity Hybrid - Growth 01-11-2014 13.98 4.25 9.04 7.69 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 11.92 7.15 11.52 9.39 12.53
Invesco India Equity & Bond Fund - Regular Plan - Growth 25-06-2018 11.91 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Equity Hybrid Fund Regular Growth

Asset Allocation (%)