Sundaram Equity Hybrid Fund (G)

3
Aggressive Hybrid NAV 91.6523 0.36 15 October, 2019
  • 8.7%
  • 8Y 4M
Sundaram Equity Hybrid Fund (G) was previously known as

Sundaram Balanced Fund - Regular Plan (G)

Fund Details

Category Aggressive Hybrid
Fund Type Open Ended
Investment Plan Growth
Launch Date 23 June, 2000
Benchmark CRISIL Hybrid 35+65 Aggressive
Asset Size(Cr) 1764.13 (As on Sep 30, 2019)
Min Investment ₹ 500
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load 1% for 365 days
Expense Ratio 2.32% (As on Sep 30, 2019)
Fund Manager Sandeep Agarwal, Rahul Baijal

Investment Returns (As on 15 Oct, 2019)

  • 3 Month 0.34%
  • 6 Month 1.39%
  • 1 Year 9.1%
  • 3 Year 8.04%
  • 5 Year 8.7%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Equity Hybrid Fund (G) 9.1% 8.04% 8.7%
SBI Equity Hybrid Fund (G) 14.27% 9.16% 10.81%
ICICI Prudential Equity & Debt Fund (G) 5.23% 7.32% 9.53%
L&T Hybrid Equity Fund (G) 4.74% 5.85% 9.02%
Nippon India Equity Hybrid Fund (G) -0.28% 4.86% 7.58%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 3.65% 4.35% 8.27%

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