Formerly Sundaram Balanced Gr
₹ 135.1375
NAV (Dec 31)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 135.1375
NAV (Dec 31)
Last 1Y | 27.1% |
Last 3Y | 16% |
Last 5Y | 14.2% |
Last 10Y | 12.7% |
Since Inception | 12.8% |
6 Month CAGR | 10.5% |
Scheme Information Document
To generate capital appreciation and current income,through a mix of investments in equities and fixed income securities.
Expense Ratio | 2.24 |
Launched (24y ago) | Jun 15, 2000 |
AUM in Crores | 1954.007 |
ISIN | INF903J01744 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.1 |
Standard Deviation (5yr) | 13.6 |
Beta (3yr) | 0 |
Beta (5yr) | 1.09 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 5.32886 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Equity Hybrid Fund (Growth) | 10,42,393 | 3,09,781 | 14.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 8,943 cr | ||
₹ 3,398 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 3,113 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.7% | 8.8% | ||
21.3% | 20.5% | ||
5.2% | 4.8% | ||
22.5% | 13.2% | ||
19.9% | % |
Sundaram Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.8% over a period of 23 years. The fund was previously known as Sundaram Balanced Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Equity Hybrid Fund (G) as of 12/31/2021 is ₹135.14 with the total AUM as of 5/7/2024 is ₹1954.007. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Hybrid Fund (G) was launched on Jun 15, 2000. The category risk of the fund is High Risk.
The minimum SIP amount for Sundaram Equity Hybrid Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
What is Sundaram Equity Hybrid Fund (G)?
How to invest in Sundaram Equity Hybrid Fund (G)?
You can invest in Sundaram Equity Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Equity Hybrid Fund (G)?
The minimum sip amount for Sundaram Equity Hybrid Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Equity Hybrid Fund (G) good to invest in?
As per Scripbox experts, Sundaram Equity Hybrid Fund (G) is a Not Reviewed Yet fund. You can investSundaram Equity Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Equity Hybrid Fund (G)?
The expense ratio of the Sundaram Equity Hybrid Fund (G) is 2.24% for regular plan.