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Sundaram Equity Hybrid Fund Regular Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Hybrid Scheme - Balanced Hybrid Fund ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2021-12-31)
₹135.1375
AMFI Code / ISIN
100617 / INF903J01744
Category Peer Standing
#2 of 5 ranked peers in Open Ended Schemes ( Hybrid Scheme - Balanced Hybrid Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2021-12-31 (3,880 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+27.12% p.a.
3Y CAGR
+16.02% p.a.
5Y CAGR
+14.19% p.a.
10Y CAGR
+12.72% p.a.
Since Inception CAGR
+9.85% p.a.
Sortino Ratio (3Y)
0.86
Sharpe Ratio (3Y)
0.66
Calmar Ratio
0.32
Annualized Volatility (3Y)
+14.45%
Maximum Drawdown
-50.84%
1Y / 3Y / 5Y Rolling Mean CAGR
+11.73% / +9.27% / +8.95%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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