How to Invest in Sundaram Hybrid Fund Series H Growth?

You can easily invest in Sundaram Hybrid Fund Series H Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Hybrid Fund Series H Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Hybrid Fund Series H Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Hybrid Fund Series H Growth provide?

The Sundaram Hybrid Fund Series H Growth has been there from 05 May 2014 and the average annual returns provided by this fund is 4.06% since its inception.

How much expense ratio is charged by Sundaram Hybrid Fund Series H Growth?

The term Expense Ratio used for Sundaram Hybrid Fund Series H Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Hybrid Fund Series H Growth is 1.04% as of 27 Sep 2025...

What is the AUM of Sundaram Hybrid Fund Series H Growth?

The AUM, short for Assets Under Management of Sundaram Hybrid Fund Series H Growth is ₹32.71Cr as of 27 Sep 2025.

How to Redeem Sundaram Hybrid Fund Series H Growth?

If you want to sell your Sundaram Hybrid Fund Series H Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Hybrid Fund Series H Growth?

You can select either SIP or Lumpsum investment of Sundaram Hybrid Fund Series H Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Hybrid Fund Series H Growth?

The NAV of Sundaram Hybrid Fund Series H Growth is ₹14.31 as of 06 May 2019.

What is the PE and PB ratio of Sundaram Hybrid Fund Series H Growth?

The PE ratio ratio of Sundaram Hybrid Fund Series H Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Hybrid Fund Series H Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Hybrid Fund Series H Growth
Debt
Marginal Equity
Moderately High Risk
+7.51%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
 NAV: 06 May 2019
₹14.31
Rating
3
Min. SIP amount
Not Supported
Fund size
₹32.71Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (39)NameSectorInstrumentAssets
Bajaj Finance Ltd.
FinancialBonds14.70%
IDFC First Bank Ltd.
FinancialBonds/NCD14.31%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture10.40%
Power Finance Corpn. Ltd.
FinancialBonds8.61%
Aditya Birla Finance Ltd.
FinancialDebenture6.69%
HDFC Bank Ltd.
FinancialEquity3.90%
Housing Development Finance Corpn. Ltd.
FinancialEquity2.47%
ITC Ltd.
FMCGEquity2.42%
ICICI Bank Ltd.
FinancialEquity2.35%
Kotak Mahindra Bank Ltd.
FinancialEquity2.20%
Reliance Industries Ltd.
EnergyEquity2.05%
Infosys Ltd.
TechnologyEquity2.05%
Maruti Suzuki India Ltd.
AutomobileEquity1.80%
Larsen & Toubro Ltd.
ConstructionEquity1.69%
Hindustan Unilever Ltd.
FMCGEquity1.37%
State Bank of India
FinancialEquity1.23%
Indian Railway Finance Corpn. Ltd.
FinancialBonds0.95%
Mahindra & Mahindra Ltd.
AutomobileEquity0.90%
HCL Technologies Ltd.
TechnologyEquity0.85%
National Thermal Power Corp. Ltd.
EnergyEquity0.83%
Indiabulls Housing Finance Ltd.
FinancialEquity0.83%
Indusind Bank Ltd.
FinancialEquity0.74%
Axis Bank Ltd.
FinancialEquity0.70%
Bharat Petroleum Corpn. Ltd.
EnergyEquity0.65%
Tech Mahindra Ltd.
TechnologyEquity0.59%
Ultratech Cement Ltd.
ConstructionEquity0.58%
Hero Motocorp Ltd.
AutomobileEquity0.57%
Asian Paints Ltd.
ChemicalsEquity0.47%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity0.46%
Cipla Ltd.
HealthcareEquity0.40%
Vedanta Ltd.
MetalsEquity0.36%
Zee Entertainment Enterprises Ltd.
ServicesEquity0.29%
Hindalco Industries Ltd.
MetalsEquity0.22%
Bajaj Auto Ltd
AutomobileEquity0.21%
Ambuja Cements Ltd.
ConstructionEquity0.17%
Tata Motors Ltd.
AutomobileEquity0.15%
Lupin Ltd.
HealthcareEquity0.13%
Bank Of Baroda
FinancialEquity0.12%
Vedanta Ltd.
MetalsPref. Shares0.03%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Marginal Equity
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.1%7.5%7.4%
Category averageNA8.8%15.1%NA
Rank with in categoryNA10820NA
Understand terms
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2019 - Present
1.04%
31 Mar 2019 - 30 Sep 2019
2.58%
30 Sep 2018 - 31 Mar 2019
2.58%
31 Mar 2018 - 30 Sep 2018
2.74%
Expense ratio, exit load and taxExpense ratio: 1.04%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementSiddharth Chaudhary
Apr 2014 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sundaram Money Fund Growth
Sundaram Money Growth
Sundaram Low Duration Fund (Ex) Plan Growth
Sundaram Low Duration Fund(Ex) Retail Plan Growth
Sundaram Fixed Income Interval Fund Quarterly Series Plan C Growth
Sundaram Hybrid Fund Series F Growth
Sundaram Hybrid Fund Series H Growth
Sundaram Hybrid Fund Series K Growth
Sundaram Hybrid Fund Series M Growth
Sundaram Hybrid Fund Series N Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth
Sundaram Hybrid Fund Series O Growth
Sundaram Hybrid Fund Series P Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Growth
Sundaram Hybrid Fund Series U Growth
Sundaram Ultra Short Term Fund Growth
Bajaj Finserv Liquid Fund Growth
Bajaj Finserv Overnight Fund Growth
Bajaj Finserv Money Market Fund Growth
Bajaj Finserv Flexi Cap Fund Growth
Bajaj Finserv Arbitrage Fund Growth
Bajaj Finserv Banking and PSU Fund Growth
Bajaj Finserv Large Cap Fund Growth
Bajaj Finserv Healthcare Fund Growth
Bajaj Finserv ELSS Tax Saver Fund Growth
Bajaj Finserv Gilt Fund Growth
Bajaj Finserv Multi Cap Fund Growth
Bajaj Finserv Small Cap Fund Growth
Bajaj Finserv Equity Savings Fund Growth
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 HDFC Mutual Fund, he has worked with Sundaram Mutual Fund, Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
Sundaram Equity Hybrid Fund Growth
Sundaram Select Focus Fund Growth
HDFC Large Cap Fund Growth
Sundaram Multi Asset Fund Growth
Sundaram Hybrid Fund Series F Growth
Sundaram Hybrid Fund Series H Growth
Sundaram Hybrid Fund Series K Growth
Sundaram Hybrid Fund Series M Growth
Sundaram Hybrid Fund Series N Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth
Sundaram Hybrid Fund Series O Growth
Sundaram Hybrid Fund Series P Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Growth
Sundaram Top 100 Series VI Growth
Sundaram Top 100 Series VII Growth
Sundaram Hybrid Fund Series U Growth
Sundaram Balanced Advantage Fund(Ex) Growth
HDFC Business Cycle Fund Growth
HDFC MNC Fund Growth
HDFC Defence Fund Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹71,486.25Cr
Date of Incorporation26 Feb 1996
    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.     Siddharth Chaudhary is the Current Fund Manager of Sundaram Hybrid Fund Series H Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹71,486 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 ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Hybrid Fund Series H Growth
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Add mutual fund to compare

Name	Sector	Instrument	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%