Sundaram Equity Hybrid Fund Regular Plan - Growth

Fund House: Sundaram Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 23-06-2000

Minimum Investment: 100

Asset Class: Mixed Asset

Minimum Topup: 100

Benchmark: NIFTY 50 TRI

Total Assets: 1.791,27 Cr As on (30-06-2021)

Expense Ratio: 2.14 % As on (31-05-2021)

Turn over: 99.00% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

NAV as on 27-07-2021

124.6296

-0.536 (-0.4301 %)

CAGR Since Inception

12.65 %

CRISIL Hybrid 35+65 Aggressive TRI
13.98 %

PERFORMANCE

Scheme Performance (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Equity Hybrid Fund Regular Plan - Growth 37.84 12.08 12.44 10.20 12.65
NIFTY 50 TRI 43.11 13.66 14.41 12.37 13.98
Hybrid: Aggressive 40.35 11.91 11.66 12.11 13.29

Funds Manager

Sandeep Agarwal,Rahul Baijal,S Bharath

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).

RETURNS CALCULATORS for Sundaram Equity Hybrid Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Scheme Benchmark Name Amount Invested Fund Value Profit Returns

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

Scheme Benchmark Name Amount Invested Fund Value Profit Returns

PORTFOLIO ANALYSIS of Sundaram Equity Hybrid Fund Regular Plan - Growth

Portfolio Holdings

Portfolio Holdings (%)

Sector Allocation

Sector Allocation (%)

PEER COMPARISION of Sundaram Equity Hybrid Fund Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Sundaram Equity Hybrid Fund Regular Plan - Growth 23-06-2000 37.84 17.92 12.08 12.44 10.20
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 80.88 37.81 25.48 18.58 14.99
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 51.40 19.80 14.49 13.61 14.65
IDFC Hybrid Equity Fund-Regular Plan Growth 05-12-2016 49.44 19.91 10.85 - -
Kotak Equity Hybrid - Growth 05-11-2014 48.77 22.28 14.68 12.63 -
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 46.35 18.94 11.05 10.92 11.08
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 45.94 24.77 - - -
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 10-02-1995 45.16 17.13 9.79 10.00 12.36
HDFC Hybrid Equity Fund - Growth Plan 05-04-2005 45.03 18.53 12.73 12.59 13.83
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 44.58 18.55 12.64 10.98 12.90

Asset Allocation (%)

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Hybrid Fund Regular Plan - Growth 9.63 0.69 0.19 0.88 5.99 4.74
Hybrid: Aggressive - - - - - -