- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A)
Formerly Sundaram Equity Hybrid Instl DS
Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A)
₹ 14.2258
NAV (May 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
To generate capital appreciation and current income,through a mix of investments in equities and fixed income securities.
Expense Ratio | 2.24 |
Launched (14y 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 |
Standard Deviation (3yr) | 11.1 |
Standard Deviation (5yr) | 12.2 |
Beta (3yr) | 0 |
Beta (5yr) | 1.02 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | -0.039 |
YTM | 5.32886 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Hybrid Institutional Transfer ion fund (PIDCW-A) | 8,74,154 | 1,41,542 | 7.3% | |
| 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 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 14 years. The fund was previously known as Sundaram Equity Hybrid Instl DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
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 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 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)?
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 Not Reviewed Yet 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.