Sundaram Equity Hybrid Fund

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 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

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