MF Gyan
otherLow risk11 years oldSteady vs its 3-year pace

SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 5 Apr 2016.

Latest price per unit
₹12.9186
▲ 0.04% today
As of 22 Oct 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.09 L
▲ ₹8.7k gain · 8.7% / year
Invested 3 years ago
₹1.22 L
▲ ₹21.8k gain · 6.8% / 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₹1.98 L
Gain / loss+₹18.5k
XIRR (annualised)6.57%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.99 L
Projected gain*+₹19.5k
*at this fund's historical rate of 6.57% 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
8.73%median 3.33% (+5.40%)
Rank #16 of 501Beats 96% of peers
3-year return
6.80%median 4.93% (+1.86%)
Rank #133 of 501Beats 53% of peers
Bumpiness (3Y)
2.38%median 3.16% (-0.78%)
Rank #221 of 501Less risky than 50% of peers
Worst-ever drop
-2.55%median -2.36% (-0.20%)
Rank #222 of 501Less risky than 51% 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 4 years were positive.

+6%
2016
+9%
2017
+5%
2018
+6%
2019
Best year
2017 · 9.14%
Worst year
2018 · 5.19%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
2.4%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-2.55%

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 SERIES P DIRECT PLAN GROWTH against other other funds.

Technical details (for the pros)
CAGR — 1 year8.73%
CAGR — 3 years6.80%
CAGR — 5 years—
CAGR — since launch7.34%
Volatility — 1 year (annualised)2.23%
Volatility — 3 years (annualised)2.38%
Max drawdown — 1 year-0.68%
Max drawdown — 3 years-2.55%
Sharpe ratio — 1 year (rf=6%)1.25
Sharpe ratio — 3 years (rf=6%)0.36

Fund info

Fund house
Sundaram Mutual Fund
Category
IDF
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
136542
First price on record
5 Apr 2016 · 857 daily prices

About SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH

SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH is a IDF offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 11 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 SERIES P DIRECT PLAN GROWTH is ₹12.9186 (as of 22 Oct 2019). Historically, it has delivered 8.73% over the last year, 6.80% 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 2.4% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 2.6%. 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 SERIES P DIRECT PLAN GROWTH?+

The latest NAV of SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH is ₹12.9186 as of 22 Oct 2019, up 0.04% from the previous day. NAV is updated once a business day after the market close.

What are the returns of SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH?+

SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH has delivered 1-year return 8.73%, 3-year CAGR 6.80%, since-inception CAGR 7.34%. Returns are historical and don't predict future performance — markets move in cycles.

What category does SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH belong to?+

SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH is categorised as IDF. A specialised fund. Check the scheme details for what it invests in.

How risky is SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH?+

Based on its 3-year annualised volatility of 2.4%, SUNDARAM HYBRID SERIES P 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 SERIES P DIRECT PLAN GROWTH a direct plan?+

SUNDARAM HYBRID SERIES P 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 SERIES P DIRECT PLAN GROWTH?+

SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTH has NAV history available from 5 Apr 2016 — approximately 11 years of track record and 857 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.