Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Scheme - Balanced Hybrid Fund ) / AMFI 101472

Sundaram Equity Hybrid Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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

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

Latest NAV (2021-12-31)
₹16.3588
AMFI Code / ISIN
101472 / INF903J01728
Category Peer Standing
#5 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
+13.97% p.a.
3Y CAGR
+4.73% p.a.
5Y CAGR
+2.78% p.a.
10Y CAGR
+6.09% p.a.
Since Inception CAGR
+0.52% p.a.
Sortino Ratio (3Y)
-0.15
Sharpe Ratio (3Y)
-0.12
Calmar Ratio
0.08
Annualized Volatility (3Y)
+14.68%
Maximum Drawdown
-60.47%
1Y / 3Y / 5Y Rolling Mean CAGR
+2.68% / -0.22% / -0.20%

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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