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Asset Size:1876Cr
Expense Ratio:2.21%
Fund Manager(s):Rahul Baijal,
5year Returns:8.21%

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Sundaram Equity Hybrid Fund Growth

Sundaram       

Balanced Equity
Aggressive Allocation

Nav : 97.6512 ( -0.67%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

8.21%

Investment Horizon

>3 Yr

Doubled Money

8yrs 10m

Returns since June 23rd, 2000

12.19%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

40.5L

Projected Maturity Amount

97.7L

Sundaram     

Balanced Equity
Aggressive Allocation

Nav : 97.6512 ( -0.67%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

40.5L

Projected Maturity Amount

97.7L

Rank (of 245)

5

Annualized Returns(5 yrs)

8.21%

Investment Horizon

>3 Yr

Doubled Money

8yrs 10m

Returns since June 23rd, 2000

12.19%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

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

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To generate capital appreciation and current income,through a mix of investments in equities and fixed income securities.

Basic Details
Fund House
Sundaram
Launch Date
June 23rd, 2000
Expense Ratio
2.21%
Fund Category Risk
Moderate
Std Dev (1Yr)
7.984
Std Dev (3Yr)
8.315
Std Dev (5Yr)
9.211
Asset Size
1876Cr
Investment Details
Investment Plan
Growth
Return since Launch
12.19 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
7.42 %
Modified Duration
2.97
Contact Details
Fund Manager(s)
Phone No.
+91 44 28583362/3367