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Sundaram Mutual FundHybrid Scheme - Balanced Hybrid FundRegularGrowth

Sundaram Equity Hybrid Fund Regular Plan - Growth

Scheme code #100617 · Open Ended Schemes

₹135.1375
Latest NAV
31-12-2021
0.58%
Day change
₹138.9023
52-week high
₹105.8224
52-week low
NAV history
Returns
1 month1.28%
3 months0.81%
6 months10.53%
1 year (absolute)27.10%
3 years (absolute)56.19%
5 years (absolute)94.23%
1Y CAGR27.12%
3Y CAGR16.02%
5Y CAGR14.19%
Since inception CAGR9.85%
Risk metrics
Volatility (1Y, annualized σ)11.44%
Volatility (3Y, annualized σ)14.63%
Max drawdown (1Y)-5.96%
Max drawdown (3Y)-29.75%
Max drawdown (all time)-50.84%
Sharpe ratio (1Y, rf=6%)1.62
Sharpe ratio (3Y, rf=6%)0.63
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryHybrid Scheme - Balanced Hybrid Fund
PlanRegular
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code100617
Earliest NAV date03-04-2006
Total NAV observations3,877
History last refreshed2026-08-30 12:44:20 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.