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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: 2.14% As on (31-12-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,584.59 Cr As on (31-01-2021)
Turn over: 121.00
NAV as on Wed Feb 24 00:00:00 IST 2021

114.022

1.32 (1.1563%)

CAGR Since Inception

12.44%

NIFTY 50 TRI 13.95%

PERFORMANCE of Sundaram Equity Hybrid Fund Regular Growth

Scheme Performance (%) Data as on - 24-02-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Equity Hybrid Fund Regular Growth 15.38 11.14 14.78 9.41 12.44
NIFTY 50 TRI 28.18 14.04 17.9 12.41 13.95
Hybrid: Aggressive 20.82 9.52 13.64 11.79 12.55

Yearly Performance (%)

Fund Managers

Rahul Baijal

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

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 3.88
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Sundaram Equity Hybrid Fund Regular Growth

Period
Data as on - 24-02-2021
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 15.38 15.62 11.14 14.78 9.41
JM Equity Hybrid Fund-Growth 01-04-1995 41.08 13.73 9.55 11.87 10.75
Quant Absolute Fund-Growth Option 21-03-2001 39.89 24.98 14.92 16.0 12.99
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 27.1 17.6 10.38 15.72 14.78
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 26.14 14.22 7.08 12.94 10.68
HDFC Hybrid Equity Fund-Growth 05-04-2005 25.96 16.87 9.94 15.27 14.35
Kotak Equity Hybrid - Growth 05-11-2014 24.89 21.29 11.52 15.35 0.0
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 24.16 0.0 0.0 0.0 0.0
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 24.06 16.52 10.72 13.05 12.81
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 10-02-1995 22.85 13.22 7.15 12.43 12.03

PORTFOLIO ANALYSIS of Sundaram Equity Hybrid Fund Regular Growth

Asset Allocation (%)