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5 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಸಮತೋಲಿತ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು SIP ಹೂಡಿಕೆ 2022

ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಟಾಪ್ ಬ್ಯಾಲೆನ್ಸ್ಡ್ ಇಕ್ವಿಟಿ SIP ಯೋಜನೆ

SIP 2022 ಗಾಗಿ ಟಾಪ್ 5 ಸಮತೋಲಿತ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

Updated on November 4, 2024 , 4949 views

ಸಮತೋಲಿತ ನಿಧಿ ಈಕ್ವಿಟಿ ಮತ್ತು ಸಾಲದ ಉಪಕರಣ ಎರಡರಲ್ಲೂ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಹೆಚ್ಚು ಆದ್ಯತೆಯ ಆಯ್ಕೆಯಾಗಿದೆ. ಈ ನಿಧಿಗಳು ಇಕ್ವಿಟಿ ಮತ್ತು ಸಾಲ ಎರಡರ ನಡುವೆ ಸಮತೋಲನವನ್ನು ಸಾಧಿಸಲು ಒಂದು ಮಾರ್ಗವನ್ನು ಒದಗಿಸುತ್ತವೆ. ಈಕ್ವಿಟಿ-ಆಧಾರಿತ ಸಮತೋಲಿತ ನಿಧಿಗಳು ತಮ್ಮ ಕಾರ್ಪಸ್‌ನ ಹೆಚ್ಚಿನ ಭಾಗವನ್ನು (ಕನಿಷ್ಠ 65%) ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಆದಾಯವನ್ನು ಆನಂದಿಸಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಈ ನಿಧಿಗಳು ಸೂಕ್ತವಾಗಿವೆ, ಆದರೆ ಸುರಕ್ಷತಾ ಕುಶನ್. ತಾತ್ತ್ವಿಕವಾಗಿ, ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ತಮ್ಮ ಹೂಡಿಕೆಯನ್ನು ಪ್ರಾರಂಭಿಸಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಪೋರ್ಟ್ಫೋಲಿಯೊದಲ್ಲಿ ಸಮತೋಲಿತ ಹಣವನ್ನು ಸೇರಿಸಬಹುದು. ಈ ನಿಧಿಗಳು ಇತರಕ್ಕಿಂತ ಕಡಿಮೆ ಚಂಚಲತೆಯನ್ನು ಹೊಂದಿವೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಮತ್ತು ಅವರ ಆದಾಯವು ಹೆಚ್ಚುಸಾಲ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್. ಉತ್ತಮ ಫಲಿತಾಂಶಗಳಿಗಾಗಿ, ಹೂಡಿಕೆದಾರರು ಈ ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾದ ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳನ್ನು ಪರಿಗಣಿಸಬಹುದುSIP ಹೂಡಿಕೆ.

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SIP ಹೂಡಿಕೆ FY 22 - 23 ಗಾಗಿ ಟಾಪ್ 5 ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ಸಮತೋಲಿತ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹125.736
↑ 1.38
₹643 500 2.711.442.121.225.533.8
ICICI Prudential Equity and Debt Fund Growth ₹374.45
↑ 2.96
₹41,396 100 2.49.332.619.322.228.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.73
↑ 0.79
₹1,000 1,000 4.112.938.119.226.933.7
UTI Hybrid Equity Fund Growth ₹398.431
↑ 3.42
₹6,330 500 3.812.832.21619.325.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 100 0.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 24
*ಮೇಲೆ ಅತ್ಯುತ್ತಮ ಪಟ್ಟಿ ಇದೆಸಮತೋಲಿತ ಇಕ್ವಿಟಿ ಮೇಲಿನ AUM/Net ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳು100 ಕೋಟಿ. ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 3 ವರ್ಷದ ರಿಟರ್ನ್.

1. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2023 was 33.8% , 2022 was 8.1% and 2021 was 22.9% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (06 Nov 24) ₹125.736 ↑ 1.38   (1.11 %)
Net Assets (Cr) ₹643 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio 2.9
Information Ratio 1.3
Alpha Ratio 14.61
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,515
31 Oct 21₹17,261
31 Oct 22₹17,599
31 Oct 23₹21,474
31 Oct 24₹30,859

JM Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -0.8%
3 Month 2.7%
6 Month 11.4%
1 Year 42.1%
3 Year 21.2%
5 Year 25.5%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.8%
2022 8.1%
2021 22.9%
2020 30.5%
2019 -8.1%
2018 1.7%
2017 18.5%
2016 3%
2015 -0.2%
2014 33.4%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Satish Ramanathan1 Oct 240 Yr.
Asit Bhandarkar31 Dec 212.75 Yr.
Chaitanya Choksi20 Aug 213.12 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Equity Hybrid Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash81.48%
Debt18.52%
Equity Sector Allocation
SectorValue
Financial Services15.86%
Technology10.72%
Consumer Defensive10.34%
Health Care9.43%
Consumer Cyclical9.16%
Industrials8.63%
Basic Materials5.28%
Energy1.41%
Real Estate1.08%
Debt Sector Allocation
SectorValue
Cash Equivalent81.48%
Government10.71%
Corporate7.8%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Future on HDFC Bank Ltd
Derivatives | -
5%-₹33 Cr190,000
↑ 190,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
5%₹33 Cr190,000
↑ 90,000
7.1% Govt Stock 2034
Sovereign Bonds | -
4%₹26 Cr2,550,000
↑ 250,000
Future on ICICI Bank Ltd
Derivatives | -
3%-₹21 Cr163,000
↑ 163,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
3%₹21 Cr163,000
↑ 77,000
07.18 Goi 2028
Sovereign Bonds | -
3%₹18 Cr1,700,000
Future on Balrampur Chini Mills Ltd
Derivatives | -
3%-₹17 Cr258,994
↑ 258,994
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN
3%₹17 Cr258,994
↑ 38,994
Future on ITC Ltd
Derivatives | -
2%-₹16 Cr310,000
↑ 310,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC
2%₹16 Cr310,000

2. ICICI Prudential Equity and Debt Fund

(Erstwhile ICICI Prudential Balanced Fund)

To generate long term capital appreciation and current income from a portfolio that is invested in equity and equity related securities as well as in fixed income securities.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2023 was 28.2% , 2022 was 11.7% and 2021 was 41.7% .

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund
Growth
Launch Date 3 Nov 99
NAV (06 Nov 24) ₹374.45 ↑ 2.96   (0.80 %)
Net Assets (Cr) ₹41,396 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 3.41
Information Ratio 2.09
Alpha Ratio 7.75
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,198
31 Oct 21₹15,945
31 Oct 22₹17,634
31 Oct 23₹20,357
31 Oct 24₹27,284

ICICI Prudential Equity and Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for ICICI Prudential Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -1.8%
3 Month 2.4%
6 Month 9.3%
1 Year 32.6%
3 Year 19.3%
5 Year 22.2%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.2%
2022 11.7%
2021 41.7%
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
2014 45.6%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 158.82 Yr.
Manish Banthia19 Sep 1311.04 Yr.
Mittul Kalawadia29 Dec 203.76 Yr.
Akhil Kakkar22 Jan 240.69 Yr.
Sri Sharma30 Apr 213.42 Yr.
Sharmila D’mello31 Jul 222.17 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash16.21%
Equity68.06%
Debt14.99%
Equity Sector Allocation
SectorValue
Financial Services18.98%
Consumer Cyclical11.57%
Utility6.93%
Energy6.16%
Health Care6.01%
Communication Services4.82%
Industrials4.72%
Technology2.86%
Consumer Defensive2.61%
Basic Materials1.94%
Real Estate1.51%
Debt Sector Allocation
SectorValue
Corporate12.9%
Cash Equivalent12.03%
Government7%
Credit Quality
RatingValue
A3.78%
AA30.35%
AAA65.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
7%₹2,784 Cr62,807,600
↓ -6,361,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
6%₹2,492 Cr19,579,632
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK
5%₹2,213 Cr12,775,772
↓ -394,900
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
5%₹2,089 Cr1,578,091
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
4%₹1,679 Cr9,820,680
↓ -303,525
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹1,650 Cr8,561,834
↓ -482,300
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
3%₹1,185 Cr4,014,343
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
3%₹1,133 Cr38,077,802
↑ 3,600,301
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 532343
3%₹1,091 Cr3,840,285
Govt Stock 22092033
Sovereign Bonds | -
2%₹829 Cr80,746,220

3. BOI AXA Mid and Small Cap Equity and Debt Fund

(Erstwhile BOI AXA Mid Cap Equity And Debt Fund)

The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized

BOI AXA Mid and Small Cap Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 20 Jul 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Return for 2023 was 33.7% , 2022 was -4.8% and 2021 was 54.5% .

Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund

BOI AXA Mid and Small Cap Equity and Debt Fund
Growth
Launch Date 20 Jul 16
NAV (06 Nov 24) ₹38.73 ↑ 0.79   (2.08 %)
Net Assets (Cr) ₹1,000 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio 2.27
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,496
31 Oct 21₹18,828
31 Oct 22₹18,853
31 Oct 23₹22,801
31 Oct 24₹31,596

BOI AXA Mid and Small Cap Equity and Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for BOI AXA Mid and Small Cap Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month 0.3%
3 Month 4.1%
6 Month 12.9%
1 Year 38.1%
3 Year 19.2%
5 Year 26.9%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.7%
2022 -4.8%
2021 54.5%
2020 31.1%
2019 -4.7%
2018 -14.2%
2017 47.1%
2016
2015
2014
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 177.63 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash9.91%
Equity72.78%
Debt17.31%
Equity Sector Allocation
SectorValue
Basic Materials13.28%
Industrials12.22%
Consumer Cyclical10.55%
Financial Services9.28%
Technology8.54%
Health Care7%
Energy5.22%
Consumer Defensive2.84%
Communication Services2.64%
Utility1.2%
Debt Sector Allocation
SectorValue
Government11.54%
Corporate10.33%
Cash Equivalent5.35%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
3%₹30 Cr385,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL
3%₹28 Cr475,000
↓ -55,000
Castrol India Ltd (Energy)
Equity, Since 31 Jan 24 | 500870
2%₹25 Cr1,001,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
2%₹22 Cr200,000
↓ -42,000
Indian Railway Finance Corporation Limited
Debentures | -
2%₹20 Cr2,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹20 Cr2,000,000
↑ 2,000,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 23 | DEEPAKNTR
2%₹19 Cr67,000
↑ 17,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹18 Cr138,000
↑ 17,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA
2%₹18 Cr280,000
↑ 41,000
Small Industries Development Bank Of India
Debentures | -
2%₹18 Cr1,800,000
↑ 1,800,000

4. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation.

UTI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 2 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2023 was 25.5% , 2022 was 5.6% and 2021 was 30.5% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (06 Nov 24) ₹398.431 ↑ 3.42   (0.87 %)
Net Assets (Cr) ₹6,330 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.09
Information Ratio 1.6
Alpha Ratio 4.63
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,981
31 Oct 21₹15,350
31 Oct 22₹15,900
31 Oct 23₹18,031
31 Oct 24₹24,066

UTI Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for UTI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -1.1%
3 Month 3.8%
6 Month 12.8%
1 Year 32.2%
3 Year 16%
5 Year 19.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.5%
2022 5.6%
2021 30.5%
2020 13.2%
2019 2.5%
2018 -5.6%
2017 25.7%
2016 8.8%
2015 2.4%
2014 32.8%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0915.03 Yr.
Sunil Patil5 Feb 186.66 Yr.

Data below for UTI Hybrid Equity Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash2.43%
Equity70.45%
Debt27.12%
Equity Sector Allocation
SectorValue
Financial Services23.41%
Consumer Cyclical8.71%
Technology7.7%
Basic Materials5.24%
Health Care5.23%
Consumer Defensive4.95%
Industrials4.68%
Communication Services4.16%
Energy3.02%
Utility2.25%
Real Estate1.09%
Debt Sector Allocation
SectorValue
Government22.18%
Corporate4.94%
Cash Equivalent2.43%
Credit Quality
RatingValue
AA2.34%
AAA97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
6%₹406 Cr2,341,646
07.18 Goi 2028
Sovereign Bonds | -
5%₹335 Cr3,250,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
5%₹310 Cr2,433,077
07.23 Goi 2064
Sovereign Bonds | -
4%₹270 Cr2,600,000,000
↑ 350,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
4%₹229 Cr1,222,682
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹220 Cr4,242,150
7.1% Govt Stock 2034
Sovereign Bonds | -
3%₹210 Cr2,050,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE
3%₹191 Cr646,756
7.41% Govt Stock 2036
Sovereign Bonds | -
2%₹131 Cr1,250,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -
2%₹124 Cr1,200,000,000

5. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 25 in Hybrid Equity category. .

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund
Growth
Launch Date 23 Jun 00
NAV (31 Dec 21) ₹135.137 ↑ 0.78   (0.58 %)
Net Assets (Cr) ₹1,954 on 30 Nov 21
Category Hybrid - Hybrid Equity
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.64
Information Ratio -0.12
Alpha Ratio 5.81
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,832
31 Oct 21₹14,249

Sundaram Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
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Returns for Sundaram Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month 1.8%
3 Month 0.5%
6 Month 10.5%
1 Year 27.1%
3 Year 16%
5 Year 14.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Sundaram Equity Hybrid Fund
NameSinceTenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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