MF Gyan
otherLow risk13 years oldSteady vs its 3-year pace

Sundaram Hybrid Fund Series F Direct Plan Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 10 Apr 2014.

Latest price per unit
₹14.9435
▲ 0.01% today
As of 4 Apr 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.06 L
▲ ₹5.9k gain · 5.9% / year
Invested 3 years ago
₹1.26 L
▲ ₹25.6k gain · 7.9% / year

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

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.97 L
Gain / loss+₹16.5k
XIRR (annualised)6.10%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.98 L
Projected gain*+₹18.0k
*at this fund's historical rate of 6.10% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in IDF

Same plan
1-year return
5.86%median 3.08% (+2.78%)
Rank #188 of 501Beats 54% of peers
3-year return
7.90%median 4.02% (+3.88%)
Rank #99 of 501Beats 65% of peers
Bumpiness (3Y)
3.71%median 3.16% (+0.55%)
Rank #228 of 501Less risky than 49% of peers
Worst-ever drop
-5.45%median -2.36% (-3.09%)
Rank #164 of 501Less risky than 64% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 6 of last 6 years were positive.

+14%
2014
+4%
2015
+6%
2016
+12%
2017
+5%
2018
+1%
2019
Best year
2014 · 14.36%
Worst year
2019 · 1.23%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
3.7%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-5.45%

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

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sundaram Hybrid Fund Series F Direct Plan Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year5.86%
CAGR — 3 years7.90%
CAGR — 5 years—
CAGR — since launch8.36%
Volatility — 1 year (annualised)3.07%
Volatility — 3 years (annualised)3.71%
Max drawdown — 1 year-4.04%
Max drawdown — 3 years-4.04%
Sharpe ratio — 1 year (rf=6%)-0.03
Sharpe ratio — 3 years (rf=6%)0.51

Fund info

Fund house
Sundaram Mutual Fund
Category
IDF
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
128424
First price on record
10 Apr 2014 · 1,199 daily prices

About Sundaram Hybrid Fund Series F Direct Plan Growth

Sundaram Hybrid Fund Series F Direct Plan Growth is a IDF offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 13 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Sundaram Hybrid Fund Series F Direct Plan Growth is ₹14.9435 (as of 4 Apr 2019). Historically, it has delivered 5.86% over the last year, 7.90% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 3.7% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 5.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sundaram Hybrid Fund Series F Direct Plan Growth?+

The latest NAV of Sundaram Hybrid Fund Series F Direct Plan Growth is ₹14.9435 as of 4 Apr 2019, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Hybrid Fund Series F Direct Plan Growth?+

Sundaram Hybrid Fund Series F Direct Plan Growth has delivered 1-year return 5.86%, 3-year CAGR 7.90%, since-inception CAGR 8.36%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Hybrid Fund Series F Direct Plan Growth belong to?+

Sundaram Hybrid Fund Series F Direct Plan Growth is categorised as IDF. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Hybrid Fund Series F Direct Plan Growth?+

Based on its 3-year annualised volatility of 3.7%, Sundaram Hybrid Fund Series F Direct Plan Growth sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Hybrid Fund Series F Direct Plan Growth a direct plan?+

Sundaram Hybrid Fund Series F Direct Plan Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram Hybrid Fund Series F Direct Plan Growth?+

Sundaram Hybrid Fund Series F Direct Plan Growth has NAV history available from 10 Apr 2014 — approximately 13 years of track record and 1,199 daily NAV observations.

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.