• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A)

Formerly Sundaram Equity Hybrid Instl DS

Sundaram Mutual Fund

Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A)

HybridAggressive Hybrid

14.2258

NAV (May 05)

7.3%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,954 Cr

Outperformance Consistency

View all 7 analysis

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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

14.2258

NAV (May 5)

Fund Returns

Last 1Y

-3.8%

Last 3Y

8.3%

Last 5Y

7.3%

Last 10Y

NA

Since Inception

6.5%

6 Month CAGR

-1.3%

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 (12y ago)

Apr 05, 2010

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

Fund Managers

S. Bharath

Fund Manager

Sandeep Agarwal

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2016-05-05

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 54,061 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    4.7%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) Review

    Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 6.5% over a period of 12 years. The fund was previously known as Sundaram Equity Hybrid Instl DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Sandeep Agarwal, S. Bharath.

    Nav of Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) as of 5/5/2016 is ₹14.23 with the total AUM as of 8/8/2022 is ₹1954.007. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) was launched on Apr 05, 2010. The category risk of the fund is High Risk.

    The minimum SIP amount for Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) 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 Institutional Transfer ion fund (PIDCW-A)?

    Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A)?

    You can invest in Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) 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 Institutional Transfer ion fund (PIDCW-A)?

    The minimum sip amount for Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) is a Neutral fund. You can investSundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) 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 Institutional Transfer ion fund (PIDCW-A)?

    The expense ratio of the Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) is 2.24% for regular plan.