Last NAV: 89.5255

SUNDARAM EQUITY HYBRID FUND - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
11.84% 10.71% 14.06% 8.24% 3.47% 4.40%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.47 1.05 0.23 14.61% -50.84% 60.62%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Hybrid: Aggressive Hybrid
AUM INR   1,457.79   Cr.
Inception Date 25/05/2000
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   500
TurnOver 106
Expense Ratio 2.48
Exit Load For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.
Yield to Maturity 8.76
Duration 2.01

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2000 0.00 0.00 0.00 0.00 0.00 0.49 -4.12 3.07 -6.05 -2.32 4.32 -0.31 -5.22
2001 4.05 -0.80 -9.37 0.67 4.19 -4.34 -2.55 -0.23 -6.95 4.90 7.23 0.00 -4.47
2002 3.81 4.51 0.40 1.30 -1.48 3.00 -3.69 2.52 -3.05 -0.10 4.27 2.44 14.36
2003 -1.24 1.73 -3.79 1.48 9.80 3.77 4.26 12.96 1.80 8.54 3.46 10.30 65.96
2004 -4.14 -0.37 0.34 3.60 -8.12 1.09 2.58 4.50 5.57 0.65 7.22 3.33 16.35
2005 -0.97 2.05 -0.23 -2.93 4.80 1.58 3.17 4.42 3.55 -2.63 6.51 6.29 28.15
2006 6.40 0.71 9.11 2.32 -8.49 -5.11 0.42 6.05 3.24 4.73 3.40 0.27 24.00
2007 1.83 -5.91 0.48 7.59 3.34 2.66 2.92 -0.77 10.87 11.29 -0.56 3.90 43.08
2008 -10.71 0.88 -10.13 5.81 -4.58 -11.86 4.41 1.23 -6.58 -19.10 -6.50 6.87 -42.50
2009 -2.85 -4.85 5.43 11.09 26.62 0.33 6.97 0.10 9.65 -4.38 7.55 2.98 71.01
2010 -4.20 -1.47 3.54 1.11 -2.05 4.39 2.62 1.17 6.70 1.36 -1.11 0.72 13.01
2011 -7.28 -1.60 5.40 -0.82 -2.35 0.52 -3.15 -6.38 0.36 5.63 -7.02 -4.88 -20.41
2012 9.76 2.67 -1.90 -0.24 -3.24 4.58 0.21 0.31 5.20 -0.34 2.21 1.23 21.70
2013 2.55 -6.08 -0.55 3.87 -0.07 -2.49 -2.38 -0.62 2.45 6.42 -0.17 2.56 4.97
2014 -4.56 2.53 5.47 -0.25 7.02 4.55 0.11 1.49 -0.67 4.17 3.25 -1.07 23.67
2015 4.10 -0.26 -2.77 -1.69 1.08 -1.13 2.13 -4.27 0.97 0.13 -0.63 -0.32 -2.89
2016 -4.21 -5.10 6.88 2.27 5.22 2.56 4.24 2.60 -0.20 1.47 -2.87 -1.48 11.14
2017 2.90 2.00 2.63 2.93 0.67 -0.36 3.81 -1.28 -0.30 3.36 0.66 2.27 20.94
2018 1.69 -2.61 -0.92 4.32 -0.20 -0.10 3.46 2.90 -5.54 -3.43 3.47 0.29 2.83
2019 -0.60 -0.29 4.40 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.47
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 80
Debt Allocation Min: 20   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 20   Max: 35

About Fund Managers:

Rahul Baijal Sundaram

  • Job Since 30/12/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
  • Education Mr. Baijal is B.E. Electronics & Communication and MBA.

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