Sundaram Equity Hybrid Fund Regular Plan - Growth

(Erstwhile Sundaram Balanced Fund - Appreciation Option)
Fund House: Sundaram Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 23-06-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.2% As on (31-10-2021)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,979.86 Cr As on (31-10-2021)
Turn over: 75% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

133.0394

12.78%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 6 Months
7 Years 3 Months
10 Years 3 Months
19 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Volatility 9.63
Sharp Ratio 0.69
Alpha 0.19
Beta 0.88
Yield to Maturity 5.48
Average Maturity 3.54

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Equity Hybrid Fund Regular Plan - Growth 23-06-2000 32.43 17.8 16.27 13.74 12.16
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 59.15 38.61 28.52 20.29 18.24
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 52.92 24.79 19.28 15.59 17.09
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 37.53 21.55 15.15 12.25 13.26
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 36.81 23.35 - - -
Baroda Hybrid Equity Fund - Plan A - Growth Option 12-09-2003 35.18 22.1 16.12 12.73 12.6
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 35.02 9.37 7.68 8.8 12.69
Kotak Equity Hybrid - Growth 05-11-2014 34.5 22.11 19.71 14.04 -
IDFC Hybrid Equity Fund-Regular Plan Growth 05-12-2016 33.25 19.42 14.97 - -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.07 19.76 16.82 14.0 13.46

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.83%

Others

25.16%

Large Cap

52.32%

Mid Cap

15.69%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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