hybridHigh risk
Sundaram Equity Hybrid Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
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
₹18.6147
▲ 0.59% today
As of 31 Dec 2021 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.15 L
▲ ₹15.5k gain · 15.5% / year
Invested 3 years ago
₹1.23 L
▲ ₹23.1k gain · 7.2% / year
Invested 5 years ago
₹1.28 L
▲ ₹27.6k gain · 5.0% / 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
14.8%
The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-34.96%
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 year15.46%
CAGR — 3 years7.18%
CAGR — 5 years4.99%
CAGR — since launch5.85%
Volatility — 1 year (annualised)12.04%
Volatility — 3 years (annualised)14.83%
Max drawdown — 1 year-8.24%
Max drawdown — 3 years-29.76%
Sharpe ratio — 1 year (rf=6%)0.72
Sharpe ratio — 3 years (rf=6%)0.07
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Balanced Hybrid Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119545
- 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.