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  • Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A)

Formerly Sundaram Equity Hybrid Instl DS

Sundaram Mutual Fund

Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A)

HybridAggressive Hybrid

14.2258

NAV (May 05)

7.3%
5 Year CAGR
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

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

Relative Size

1,958 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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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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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%
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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

Low to Moderate

Moderate

Moderately High

High

Very High

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High Risk

Expense Ratio
2.17
Launched (11y ago)
Apr 05, 2010
AUM in Crores
1957.294
ISIN
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Rahul Baijal

Fund Manager

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Sandeep Agarwal

Fund Manager

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S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    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
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    Equity

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    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A)

    About Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A)

    Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 6.5% over a period of 11 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 Rahul Baijal, Sandeep Agarwal, S. Bharath

    Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-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 Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A) NAV,AUM,Risk

    The Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A) fund was launched on Apr 05, 2010. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2016-05-05 is ₹14.23. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1957.294. The category risk of the Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A) fund is High Risk. The fund charges 2.17 % as expense ratio.

    Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 75.9% in this asset class. The top three holdings of the fund are , infosys ltd , hdfc bank ltd , icici bank ltd , larsen & toubro ltd , state bank of india , united spirits ltd , housing development finance corp ltd , varun beverages ltd , mindtree ltd , astral ltd , reliance industries ltd , tata consultancy services ltd , csb bank ltd ordinary shares , treps , pi industries ltd , hcl technologies ltd , bharat petroleum corp ltd , bajaj finserv ltd , axis bank ltd , gland pharma ltd , bharti airtel ltd , procter & gamble hygiene and health care ltd , home first finance co india ltd ordinary shares , westlife development ltd , indraprastha gas ltd , cash and other net current assets^ , sun pharmaceuticals industries ltd , shriram transport finance co ltd , power finance corporation limited , state bank of india , rural electrification corporation limited , national bank for agriculture and rural development , housing development finance corporation limited , ultratech cement ltd , ashok leyland ltd , hdfc bank limited , dixon technologies (india) ltd , export-import bank of india , state bank of india , 7.32% govt stock 2024 , tata consumer products ltd , dalmia bharat ltd , prestige estates projects ltd , bank of baroda , kei industries ltd , lic housing finance limited , schaeffler india ltd , 7.16% govt stock 2023 , bank of baroda , national housing bank , quess corp ltd , minda industries ltd , hindustan unilever ltd , apollo hospitals enterprise ltd , icici bank limited , power finance corporation limited , hindalco industries ltd , national bank for agriculture and rural development , power finance corp ltd. 6.09% , divi's laboratories ltd , axis bank limited , lic housing finance limited , rural electrification corporation limited , national bank for agriculture and rural development , cipla ltd , sbi life insurance company limited , adani ports & special economic zone ltd , phoenix mills ltd , polycab india ltd , 5.63% govt stock 2026 , indian railway finance corp 6.92% , crompton greaves consumer electricals ltd , rural electrification corporation limited , tata sons limited , housing development finance corporation limited , housing development finance corporation limited , maruti suzuki india ltd , yes bank limited

    Sundaram Equity Hybrid Institutional Transfer Inc Dist cum Cap Wdrl fund (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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