Skip to main content

Sundaram Equity Hybrid Fund

Best SIP Funds to Invest Online 


 Sundaram Equity Hybrid Fund Objective

Ø  To generate capital appreciation and regular income, through a judicious mix of investments in equities and fixed-income securities

 

 Sundaram Equity Hybrid Fund Characteristics

Ø  A mix of investments in equities (65%-75%) and fixed income securities (35%-25%).

Ø  Steady accrual income offsets uncertain equity returns during down markets while in up-markets accrual income combines with equity appreciation to provide higher returns.

Ø  High risk/return characteristics of equity and lower risk/return characteristics of debt combines to provide a self-balancing asset allocated portfolio.

 

 

Sundaram Equity Hybrid Fund PORTFOLIO STRATEGY – EQUITY

 

Ø  Optimally diversified portfolio of about 40-45 stocks.

Ø  Multi cap style with a large cap bias.

Ø  Large cap range : 40% - 60% ; Mid & small cap range : 5%-35%.

Ø  Investing style would be growth oriented with a GARP bias.

Ø Diversified portfolio across mkt cap and sectors with a focus to generate consistent and steady returns.

 

Sundaram Equity Hybrid Fund PORTFOLIO STRATEGY – FIXED INCOME

 

Ø  The 10 year Gsec yields has risen by almost 1% in this financial year. This was due to high inflation expectations, global market volatility and fiscal slippage. This sharp uptick of yield has made long bonds an attractive proposition for new investors willing to ride out short term volatility.

 

Ø  The Fund will invest mostly invest in AAA and AA rated bonds. The objective is to generate an attractive yield without compromising on credit quality

 

Ø  Current Duration of Portfolio: 2.72 years.

 

Ø  Current Maturity of Portfolio:  3.43 years.

 

Ø  Current Yield To Maturity: 8.70%.

 

 Sundaram Equity Hybrid Fund Performance:

Balanced-Equity Oriented

 

Data: 22 May 2018

 

 

Fund / Benchmarks

AUM

NAV

Returns (%)

 

Rs. Crore

Rs

1 Day

7 Days

14 Days

1 Month

3 Month

6 Month

1 Year

2 Years

3 Years

5 Years

Since Launch

Launch Date

Sundaram Equity Hybrid Fund - Regular Plan

1009

84.37

0.31

-1.69

-1.51

-1.01

2.33

2.46

9.56

15.44

9.17

10.93

12.64

23-Jun-00




SIPs are Best Investments when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich - Best ELSS Funds

For more information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

Popular posts from this blog

Retirement planning from a long-term perspective

Invest In Tax Saving Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Buy Gold Mutual Funds     `HOW green was my valley'. This title comes from a movie I had watched many years ago. A little boy's journey into adulthood and the story of a Welsh valley's turn of-the-century descent from pristine paradise to despoiled coal mining.   I thought of the title because it is comparatively reflective of a person's life ­ the glorious years when he is earning and the sun down years when he is not having his regular job and, hence, his living standards comes down. The reason is a combination of things. Inflation of food items, transport, increase in health related costs in the later years of life and increase in expenses in almost all basic amenities of life. In India, the social security system is almost non-existent. In some states, wherever it is available, the scales of benefits are extremely modest...
Read more

CNX Midcap vs BNP Paribas Midcap Fund

BNP Paribas Midcap Fund - Invest Online   Te  performance of BNP Paribas Midcap Fund  – which has across the last 3 years generated superior returns over the benchmark – especially when the markets have gone down the fund has handsomely outperformed the benchmark preserving the capital of the investors. The fund has been able to do this only due to the superior stock selection process ( BMV approach) that is diligently followed at BNPP.   Highlights of BNP Paribas Mid Cap Fund:   Investment Objective : BNP Paribas Mid Cap Fund gives an investor exposure to invest in the various quality midcap stocks. The fund also has some exposure to large as well as small cap stocks.   Investment Approach : BMV ( Quality and scalability of Business →Good Management → Reasonable Valuation ) with Bottom-up stock picking.   Most of the investors are way happier if the fund that they have invested in is a significant Outperformer in tough times than in Good ti...
Read more

Investment Strategy - What is Sector Rotation Theory?

Buy Gold Mutual Funds Invest Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Call 0 94 8300 8300 (India)   The economy goes through cycles : it expands for a few years and then contracts. Study of historical data suggests that different sectors tend to perform well on the stock markets during different stages of the economic cycle. While history never repeats itself exactly, some broad patterns tend to recur. Investors can take advantage of the sector rotation theory to move their money from those sectors that have seen their best times to those that are likely to do well in future.   The person who developed the sector rotation theory is Sam Stovall, chief investment strategist at Standard & Poor's. He developed this theory by studying data on economic cycles going as far back as 1854 provided by the National Bureau of Economic Research ( NBER ) of the US.   When trying to correlate stock-market perfor...
Read more

Rajiv Gandhi Equity Savings Scheme (RGESS) set for launch this week

The finance ministry is set to notify the Rajiv Gandhi Equity Savings Scheme ( RGESS ) this week.   Though Finance Minister PChidambaram had approved on September 21, the scheme announced in this year's Budget, and had said that the revenue department will notify the scheme and the Securities and Exchange Board of India ( Sebi ) would issue relevant circulars within two weeks, it is yet to become operational.   A senior finance ministry official said the revenue department was expected to notify the scheme any day now to attract retail investors to the equity segment.   He added that Sebi was not required to issue any circular for the operationalisation of the scheme and that after the issuance of the revenue department's notification, investors would be able to avail of the benefits of the scheme.   The official accepted that implementation of the scheme had been delayed due to the deliberations on inclusion of mutual funds ( MF ) in it.   ...
Read more

LIC's JEEVAN SHIKHAR

  LIC's Jeevan Shikhar is a participating, non-linked, saving cum protection single premium plan wherein the risk cover is ten times of Tabular Single Premium. The proposer will have an option to choose the Maturity Sum Assured. The premium payable shall depend on the chosen amount of Maturity Sum Assured and age at entry of the life assured. This plan also takes care of liquidity need through its loan facility. The plan will be open for sale for a maximum period of 120 days from the date of launch. 1.   BENEFITS   : a) Death Benefit: On death during first five policy years: Before the date of commencement of risk   :   Refund of Single Premium without interest. Single Premium mentioned above shall not include any extra amount if charged under the policy due to underwriting decision and taxes. After the date of commencement of risk   : "Sum Assured on Death" equal to 10 times the tabular single premium shall be payable. On death after completion of five policy years but b...
Read more
Related Posts Plugin for WordPress, Blogger...
Invest in Tax Saving Mutual Funds Download Any Applications
Transact Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now