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

Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout

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
₹12.1255
▲ 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
₹99.3k
▼ ₹747 loss · -0.7% / year
Invested 3 years ago
₹1.02 L
▲ ₹1.9k gain · 0.6% / 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₹1.76 L
Gain / loss-₹4.4k
XIRR (annualised)-1.70%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.75 L
Projected gain*+-₹4.6k
*at this fund's historical rate of -1.70% 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
-0.75%median 3.33% (-4.08%)
Rank #241 of 501Beats 41% of peers
3-year return
0.63%median 4.93% (-4.30%)
Rank #164 of 501Beats 42% of peers
Bumpiness (3Y)
6.25%median 3.16% (+3.09%)
Rank #303 of 501Less risky than 32% of peers
Worst-ever drop
-7.34%median -2.36% (-4.98%)
Rank #145 of 501Less risky than 68% 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. 4 of last 6 years were positive.

+14%
2014
+4%
2015
+1%
2016
+5%
2017
-2%
2018
-2%
2019
Best year
2014 · 14.36%
Worst year
2019 · -2.00%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
6.2%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-7.34%

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 Half Yearly Dividend Payout against other other funds.

Technical details (for the pros)
CAGR — 1 year-0.75%
CAGR — 3 years0.63%
CAGR — 5 years—
CAGR — since launch3.91%
Volatility — 1 year (annualised)5.66%
Volatility — 3 years (annualised)6.25%
Max drawdown — 1 year-7.06%
Max drawdown — 3 years-7.34%
Sharpe ratio — 1 year (rf=6%)-1.20
Sharpe ratio — 3 years (rf=6%)-0.85

Fund info

Fund house
Sundaram Mutual Fund
Category
IDF
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
128425
First price on record
10 Apr 2014 · 1,199 daily prices

About Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout

Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout is a IDF offered by Sundaram Mutual Fund under the Direct plan with the Dividend 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 Half Yearly Dividend Payout is ₹12.1255 (as of 4 Apr 2019). Historically, it has delivered -0.75% over the last year, 0.63% 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 6.2% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 7.3%. 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 Half Yearly Dividend Payout?+

The latest NAV of Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout is ₹12.1255 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 Half Yearly Dividend Payout?+

Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout has delivered 1-year return -0.75%, 3-year CAGR 0.63%, since-inception CAGR 3.91%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout belong to?+

Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout 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 Half Yearly Dividend Payout?+

Based on its 3-year annualised volatility of 6.2%, Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout sits in the "moderate" 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 Half Yearly Dividend Payout a direct plan?+

Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout?+

Sundaram Hybrid Fund Series F Direct Plan Half Yearly Dividend Payout 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.