Sundaram Equity Hybrid Fund


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Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Sundaram Equity Hybrid Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Sundaram Equity Hybrid Fund Performance Analysis

Sundaram Equity Hybrid Fund Performance vs Category Average

All parametrs are in percentage

Sundaram Equity Hybrid Fund Performance Snapshot (Direct Plan)

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Sundaram Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Balanced Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Nippon India Balanced Advantage Fund

0.08
1
0.74
1
1.65
1
2.74
1
9.56
1
5.37
1
11.09
1
8.54
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Nippon India Balanced Advantage Fund

0.13
1
-0.19
1
1.85
1
13.18
1
10.50
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Nippon India Balanced Advantage Fund

0.23
1
0.17
1
2.57
1
14.79
1
11.98
1
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Nippon India Balanced Advantage Fund

-7.66
1
-17.30
1
-3.76
1
11.73
1
9.36
1
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Nippon India Balanced Advantage Fund

0.44
1
0.19
1
0.36
1
0.49
-1.40
1 0.86 1
0.92
1
0.07
1
12.44
1
-0.04
1

Sundaram Equity Hybrid Fund Additional Return Analysis

Sundaram Equity Hybrid Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 26/Apr/2000
Fund Category: Balanced Hybrid Fund
Investment Objective: To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
Fund Description: Aggressive Hybrid
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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