hybridHigh risk

Sundaram Equity Hybrid Fund Direct Plan - Growth

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 2 Jan 2013.

Latest price per unit

₹146.339

▲ 0.59% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.29 L

▲ ₹28.8k gain · 28.8% / year

Invested 3 years ago

₹1.61 L

▲ ₹61.4k gain · 17.3% / year

Invested 5 years ago

₹2.06 L

▲ ₹1.06 L gain · 15.6% / 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

14.6%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-29.68%

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 year28.78%

CAGR — 3 years17.30%

CAGR — 5 years15.60%

CAGR — since launch12.61%

Volatility — 1 year (annualised)11.44%

Volatility — 3 years (annualised)14.63%

Max drawdown — 1 year-5.84%

Max drawdown — 3 years-29.68%

Sharpe ratio — 1 year (rf=6%)1.74

Sharpe ratio — 3 years (rf=6%)0.70

Fund info

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Balanced Hybrid Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119542
First price on record: 2 Jan 2013 · 2,213 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.