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Jama - Sundaram Equity Hybrid Fund


Sundaram Equity Hybrid Fund

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Hybrid-Aggressive
NAV : 100.3218
(-0.5934000000000026arrow_downward)
AUM : ₹1,592 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.98%8.46%-6.52%3.71%2.14%5.54%7.85%



NAV History



Expense Ratio Trends


Fund Details
NAV100.3218
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio0.0%
Exit Load : Exit Load 1% if redeemed within 12 months from date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,03,714₹1,02,721₹993
After 3 years₹1,17,570₹1,13,112₹4,458
After 20 years₹2,94,200₹2,27,370₹66,830

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 5.54% Past 3 yr Data




Fund Objective:
To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
Fund Manager:
Mr. Sandeep Agarwal, Mr. Rahul Baijal