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  • Mutual Funds
  • Sundaram Asset Management Company Ltd
  • Sundaram Equity Hybrid Institutional fund (Dividend Payout - Annually)

Formerly Sundaram Balanced Instl DP

Sundaram Equity Hybrid Institutional fund (Dividend Payout - Annually)

Sundaram Equity Hybrid Institutional fund (Dividend Payout - Annually)

Hybrid

Aggressive Hybrid

14.2258

NAV (May 05)

Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years

The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,527 Cr

Large within the category

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only
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Scheme Information

Investment Objective

To generate capital appreciation and current income,through a mix of investments in equities and fixed income securities.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

2.16 %

Expense Ratio

Apr 05, 2010

Launched (10y ago)

₹ 1,527

AUM in Crores

INF903J01751

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Rahul Baijal

Fund Manager

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Sandeep Agarwal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2016-05-05

Top Stock Holdings

Hdfc bank ltd

5.5%
5.5%

Infosys ltd

5.2%
5.2%

Bharti airtel ltd

4.4%
4.4%

Treps

3.6%
3.6%

Icici bank ltd

3.5%
3.5%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

18%
90%

Consumer defensive

11.5%
90%

Technology

11.2%
90%

Industrials

6.5%
90%

Healthcare

5.4%
90%
See all sectorsright-arrow
comparison

Comparison with Hybrid Funds

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

19 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

16 Years

Age

5

Track Record

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 29,811 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.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6%

    3Y returns

    Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,246 Cr

    Fund Size

    5%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6%

    3Y returns

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,126 Cr

    Fund Size

    8.7%

    3Y returns

    Sundaram Money Fund (G)

    Sundaram Money Fund (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6.2%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 9 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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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    Annual reviews & rebalances

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    About Sundaram Equity Hybrid Institutional fund (DP-A)

    About Sundaram Equity Hybrid Institutional fund (DP-A)

    Sundaram Equity Hybrid Institutional fund (DP-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 6.5% over a period of 10 years .The fund was previously known as Sundaram Balanced Instl DP.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Rahul Baijal, Sandeep Agarwal

    Sundaram Equity Hybrid Institutional fund (DP-A) 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 Institutional fund (DP-A) NAV,AUM,Risk

    The Sundaram Equity Hybrid Institutional fund (DP-A) fund was launched on Apr 05, 2010. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2016-05-05 is ₹ 14.2258. The total AUM (Asset Under Management) of the fund as of 2020-11-28 is ₹ 1526.626. The category risk of the Sundaram Equity Hybrid Institutional fund (DP-A) fund is Moderately High risk. The fund charges 2.16 % as expense ratio.

    Sundaram Equity Hybrid Institutional fund (DP-A) Holdings

    The fund’s highest allocation is towards equity and has invested 72.5% in this asset class. The top three holdings of the fund are housing development finance corporation limited,state bank of india and hdfc bank limited

    Sundaram Equity Hybrid Institutional fund (DP-A) 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 Institutional fund (DP-A) 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 Institutional fund (DP-A) Review

    Sundaram Equity Hybrid Institutional fund (DP-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Equity Hybrid Institutional fund (DP-A) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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