Balanced Hybrid · Hybrid
Sundaram Equity Hybrid Fund Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.8
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.83
Downside-only Sharpe
Max Drawdown
-29.7%
Peak-to-trough · full history
Vol (3Y)
14.6%
Annualised σ of daily returns
Positive Days
57%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.8). Its worst peak-to-trough drop over the full history was 29.7% (moderate drawdowns) between 2020-02-20 and 2020-03-23. About 57% of trading days closed up. Profile: smooth NAV path.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+0.0%
CAGR
5 Year
+0.4%
CAGR
10 Year
+7.2%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1477 windows
- Best window CAGR
- +20.28%
- Median CAGR
- +11.25%
- Avg CAGR
- +11.03%
- Worst window CAGR
- -0.59%
- Positive windows
- 99.9%
5-Year Rolling Windows
- Sample size
- 985 windows
- Best window CAGR
- +16.33%
- Median CAGR
- +11.83%
- Avg CAGR
- +11.44%
- Worst window CAGR
- +2.55%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Balanced Hybrid
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Reliance Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
|
Sundaram Equity Hybrid Fund (this fund)
Sundaram Mutual Fund
|
+0.0% | +0.0% | +0.4% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.