hybridModerate risk

Sundaram Equity Hybrid Institutional Dividend

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Sundaram Mutual Fund. It's been running since 11 May 2009.

Latest price per unit

₹14.2258

▼ 0.00% today

As of 5 May 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹93.3k

▼ ₹6.7k loss · -6.7% / year

Invested 3 years ago

₹1.23 L

▲ ₹23.1k gain · 7.2% / year

Invested 5 years ago

₹1.29 L

▲ ₹29.1k gain · 5.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

11.6%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-18.35%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-6.71%

CAGR — 3 years7.16%

CAGR — 5 years5.24%

CAGR — since launch3.73%

Volatility — 1 year (annualised)11.88%

Volatility — 3 years (annualised)11.61%

Max drawdown — 1 year-15.87%

Max drawdown — 3 years-18.35%

Sharpe ratio — 1 year (rf=6%)-1.10

Sharpe ratio — 3 years (rf=6%)0.09

Fund info

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Balanced Hybrid Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111924
First price on record: 11 May 2009 · 1,215 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.