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Sundaram Hybrid Fund Series H Growth
+7.51%
3Y annualised
+0.04% 1D
NAV: 06 May '19
₹14.31
Min. for SIP
Not Supported
Fund size
₹32.71 Cr
Expense ratio
1.04%
Holdings (39)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Bonds | 14.70% |
| IDFC First Bank Ltd. | Financial | Bonds/NCD | 14.31% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 10.40% |
| Power Finance Corpn. Ltd. | Financial | Bonds | 8.61% |
| Aditya Birla Finance Ltd. | Financial | Debenture | 6.69% |
| HDFC Bank Ltd. | Financial | Equity | 3.90% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.47% |
| ITC Ltd. | FMCG | Equity | 2.42% |
| ICICI Bank Ltd. | Financial | Equity | 2.35% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.20% |
| Reliance Industries Ltd. | Energy | Equity | 2.05% |
| Infosys Ltd. | Technology | Equity | 2.05% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.80% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.69% |
| Hindustan Unilever Ltd. | FMCG | Equity | 1.37% |
| State Bank of India | Financial | Equity | 1.23% |
| Indian Railway Finance Corpn. Ltd. | Financial | Bonds | 0.95% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.90% |
| HCL Technologies Ltd. | Technology | Equity | 0.85% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 0.83% |
| Indiabulls Housing Finance Ltd. | Financial | Equity | 0.83% |
| Indusind Bank Ltd. | Financial | Equity | 0.74% |
| Axis Bank Ltd. | Financial | Equity | 0.70% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 0.65% |
| Tech Mahindra Ltd. | Technology | Equity | 0.59% |
| Ultratech Cement Ltd. | Construction | Equity | 0.58% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.57% |
| Asian Paints Ltd. | Chemicals | Equity | 0.47% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 0.46% |
| Cipla Ltd. | Healthcare | Equity | 0.40% |
| Vedanta Ltd. | Metals | Equity | 0.36% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 0.29% |
| Hindalco Industries Ltd. | Metals | Equity | 0.22% |
| Bajaj Auto Ltd | Automobile | Equity | 0.21% |
| Ambuja Cements Ltd. | Construction | Equity | 0.17% |
| Tata Motors Ltd. | Automobile | Equity | 0.15% |
| Lupin Ltd. | Healthcare | Equity | 0.13% |
| Bank Of Baroda | Financial | Equity | 0.12% |
| Vedanta Ltd. | Metals | Pref. Shares | 0.03% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +2.6% | +4.1% | +7.5% | +7.4% |
| Category average (Debt Marginal Equity) | +6.8% | +8.8% | +15.1% | -- |
| Rank (Debt Marginal Equity) | -- | 108 | 20 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
About Sundaram Hybrid Fund Series H Growth
Sundaram Hybrid Fund Series H Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 06 May 2019 is ₹14.31.
The Sundaram Hybrid Fund Series H Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500.
;
Investment Objective
The scheme seeks to minimise risk of capital loss by investing in a portfolio of fixed-income securities. It may invest a part of the assets in equity to seek capital appreciation.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Fund house
Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,