Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Scheme - Balanced Hybrid Fund ) / AMFI 119542

Sundaram Equity Hybrid Fund Direct Plan - Growth

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

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

Latest NAV (2021-12-31)
₹146.3390
AMFI Code / ISIN
119542 / INF903J01MP0
Category Peer Standing
#1 of 5 ranked peers in Open Ended Schemes ( Hybrid Scheme - Balanced Hybrid Fund ) by 3Y Sortino
Historical Track
2013-01-02 to 2021-12-31 (2,214 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
+28.78% p.a.
3Y CAGR
+17.30% p.a.
5Y CAGR
+15.60% p.a.
10Y CAGR
N/A
Since Inception CAGR
+12.61% p.a.
Sortino Ratio (3Y)
0.98
Sharpe Ratio (3Y)
0.75
Calmar Ratio
0.58
Annualized Volatility (3Y)
+14.44%
Maximum Drawdown
-29.68%
1Y / 3Y / 5Y Rolling Mean CAGR
+13.90% / +11.08% / +11.38%

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

Monthly Portfolio Holdings & Overlap Check

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