Hybrid Scheme - Balanced Hybrid FundSundaram Mutual Fund

Sundaram Equity Hybrid Fund Direct Plan - Growth

₹146.3390▲ 0.8534 (0.59%)

Scheme Type

Open Ended Schemes

NAV History

+55.09%

365 data points · Period: 1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹15,509

+55.1%

3Y Ago

₹17,913

+79.1%

5Y Ago

₹24,111

+141.1%

Past performance ≠ future results

Fund Analytics

Score: 63.3 / 100

Performance

Total Returns

Simple return over period

+28.48%

CAGR

Compound annual growth rate

+28.48%

Growth of ₹10K

Hypothetical investment value

₹12,848

SIP XIRR

SIP internal rate of return

+24.30%

Risk

Volatility (Ann.)

Std deviation of returns

11.40%LOW

Max Drawdown

Worst peak-to-trough

-5.84%

Sharpe Ratio

Risk-adjusted return

1.97GOOD

Sortino Ratio

Downside risk-adjusted return

2.61GOOD

Benchmark

Beta

Market sensitivity

0.68DEF

Alpha

Excess return vs benchmark

-24.16%

Tracking Error

Deviation from benchmark

6.43%

Information Ratio

Alpha per unit tracking error

-3.76

Treynor Ratio

Return per unit systematic risk

33.05

Capture

Upside Capture

Participation in market gains

71.98%

Downside Capture

Participation in market losses

61.16%

Rolling Returns

1Y Rolling CAGR

Avg 42.3% (27.4% – 54.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2021-12-31

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+28.5%+74.5%

-24.2%

3Y——

—

5Y——

—

Beta

1Y: 0.683Y: —5Y: —

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹2,32,535

Total Value

₹5,32,535

*Based on historical CAGR. Projections are illustrative, not guaranteed