• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Equity Hybrid Fund (Growth)

Formerly Sundaram Balanced Gr

Sundaram Mutual Fund

Sundaram Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

135.1375

NAV (Dec 31)

14.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
fund-logo
Parag Parikh Flexi Cap Regular Growth
17.1%5Y CAGR
fund-logo
HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
fund-logo
PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
fund-logo
Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

135.1375

NAV (Dec 31)

Fund Returns

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

Investment Objective

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
Fund Managers

Sandeep Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Equity Hybrid Fund (Growth)70%10,42,393 3,09,78114.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2021-12-31

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,349 cr

₹ 31,196 cr

₹ 8,516 cr

₹ 1,677 cr

₹ 1,455 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 71,995 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

11.8%

8.7%

20.9%

20.7%

19%

13%

17.3%

14.9%

11.1%

7.6%

Sundaram Equity Hybrid Fund (G) Review

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 Sandeep Agarwal.

Nav of Sundaram Equity Hybrid Fund (G) as of 12/31/2021 is ₹135.14 with the total AUM as of 3/3/2024 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.

Frequently Asked Questions

What is Sundaram Equity Hybrid Fund (G)?

Sundaram Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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.