Sundaram Hybrid Fund Series F Regular Growth

Hybrid
Conservative Hybrid
Moderately High Risk
7.51%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 04 Apr 2019₹14.46
Min. SIP amountNot Supported
RatingNA
Fund size₹38.69Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA5.5%7.5%7.6%
Category averageNA1.7%7.7%NA
Rank with in categoryNA7722NA
Understand terms

Holdings (2)

NameSectorInstrumentAssets
Aditya Birla Finance Ltd.
FinancialDebenture13.2%
Bajaj Finance Ltd.FinancialDebenture5.2%

Expense ratio, exit load and tax

Expense ratio: 1.00%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Siddharth Chaudhary
Mar 2014 - Present
View details

Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
Also manages these schemes

Rahul Baijal
Oct 2016 - Present
View details

Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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