Sundaram Equity Hybrid Fund Regular Growth

(Erstwhile Sundaram Balanced Fund - Appreciation Option)
Category: Hybrid: Aggressive
Launch Date: 23-06-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.21% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,875.57 Cr As on (31-01-2020)
Turn over: 108% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

98.3052

12.26%

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 7.42
Average Maturity 3.89

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 Growth 23-06-2000 14.45 8.79 10.39 8.19 8.74
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 21.09 8.74 10.23 9.92 11.69
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 20.94 11.09 - - -
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 19.46 - - - -
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 01-12-1995 17.7 8.95 11.69 9.4 12.5
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 17.06 - - - -
Kotak Equity Hybrid - Growth 01-11-2014 16.63 5.19 7.12 7.32 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 16.15 9.18 11.17 9.39 13.01
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 16.02 6.78 7.67 4.31 8.08
Invesco India Equity & Bond Fund - Regular Plan - Growth 25-06-2018 13.1 - - - -

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

4.59%

Others

27.08%

Large Cap

49.75%

Mid Cap

18.57%

Scheme Documents

There are no scheme documents available

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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