- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Hybrid Fund Transfer (PIDCW-M)
Formerly Sundaram Equity Hybrid DS
Sundaram Equity Hybrid Fund Transfer (PIDCW-M)
₹ 16.3588
NAV (Dec 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.3588
NAV (Dec 31)
Fund Returns
Last 1Y | 27% |
Last 3Y | 15.5% |
Last 5Y | 13.6% |
Last 10Y | 12.4% |
Since Inception | 12.7% |
6 Month CAGR | 10.5% |
Scheme Information
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 23, 2000 |
AUM in Crores | 1954.007 |
ISIN | |
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) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 5.32886 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Hybrid Fund Transfer (PIDCW-M) | 10,26,205 | 2,93,593 | 13.6% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Equity Hybrid Fund Transfer (PIDCW-M) Review
Sundaram Equity Hybrid Fund Transfer (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.7% over a period of 23 years. The fund was previously known as Sundaram Equity Hybrid DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Equity Hybrid Fund Transfer (PIDCW-M) as of 12/31/2021 is ₹16.36 with the total AUM as of 4/23/2024 is ₹1954.007. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Hybrid Fund Transfer (PIDCW-M) was launched on Jun 23, 2000. The category risk of the fund is High Risk.
The minimum SIP amount for Sundaram Equity Hybrid Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M)?
How to invest in Sundaram Equity Hybrid Fund Transfer (PIDCW-M)?
You can invest in Sundaram Equity Hybrid Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M)?
The minimum sip amount for Sundaram Equity Hybrid Fund Transfer (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Equity Hybrid Fund Transfer (PIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Equity Hybrid Fund Transfer (PIDCW-M) is a Not Reviewed Yet fund. You can investSundaram Equity Hybrid Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M)?
The expense ratio of the Sundaram Equity Hybrid Fund Transfer (PIDCW-M) is 2.24% for regular plan.