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Sundaram Mutual FundHybrid Scheme - Balanced Hybrid FundDirectGrowth

Sundaram Equity Hybrid Fund Direct Plan - Growth

Scheme code #119542 · Open Ended Schemes

₹146.339
Latest NAV
31-12-2021
0.59%
Day change
₹150.1704
52-week high
₹113.232
52-week low
NAV history
Returns
1 month1.39%
3 months1.14%
6 months11.26%
1 year (absolute)28.76%
3 years (absolute)61.40%
5 years (absolute)106.47%
1Y CAGR28.78%
3Y CAGR17.30%
5Y CAGR15.60%
Since inception CAGR12.61%
Risk metrics
Volatility (1Y, annualized σ)11.44%
Volatility (3Y, annualized σ)14.63%
Max drawdown (1Y)-5.84%
Max drawdown (3Y)-29.68%
Max drawdown (all time)-29.68%
Sharpe ratio (1Y, rf=6%)1.74
Sharpe ratio (3Y, rf=6%)0.70
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryHybrid Scheme - Balanced Hybrid Fund
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code119542
Earliest NAV date02-01-2013
Total NAV observations2,213
History last refreshed2026-09-02 13:38:25 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.