Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Sundaram Asset Management Company Ltd manages assets worth 33,145 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Sundaram Equity Hybrid Fund (DP-M)
About Sundaram Equity Hybrid Fund (DP-M)
Sundaram Equity Hybrid Fund (DP-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 12.3% over a period of 21 years .The fund was previously known as Sundaram Balanced DS.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Rahul Baijal, Sandeep Agarwal, S. Bharath
Sundaram Equity Hybrid Fund (DP-M) Investment Objective
To generate capital appreciation and current income,through a mix of investments in equities and fixed income securities. However, there is no assurance that the objective of the scheme will be realized.
Sundaram Equity Hybrid Fund (DP-M) NAV,AUM,Risk
The Sundaram Equity Hybrid Fund (DP-M) fund was launched on Jun 23, 2000. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-05 is ₹ 15.0988. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 1656.286. The category risk of the Sundaram Equity Hybrid Fund (DP-M) fund is Moderate Risk.
The fund charges 2.16 % as expense ratio.
Sundaram Equity Hybrid Fund (DP-M) Holdings
The fund’s highest allocation is towards equity and has invested 76.2% in this asset class. The top three holdings of the fund are housing development finance corporation limited,state bank of india and national bank for agriculture and rural development
Sundaram Equity Hybrid Fund (DP-M) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Sundaram Equity Hybrid Fund (DP-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Sundaram Equity Hybrid Fund (DP-M) Review
Sundaram Equity Hybrid Fund (DP-M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Equity Hybrid Fund (DP-M) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
