How to Invest in Sundaram Hybrid Fund Series H Regular Growth?

You can easily invest in Sundaram Hybrid Fund Series H Regular 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 Regular 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 Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The Sundaram Hybrid Fund Series H Regular 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 Regular Growth?

The term Expense Ratio used for Sundaram Hybrid Fund Series H Regular 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 Regular Growth is 1.04% as of 24 Mar 2023...

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

The AUM, short for Assets Under Management of Sundaram Hybrid Fund Series H Regular Growth is ₹32.71Cr as of 24 Mar 2023.

How to Redeem Sundaram Hybrid Fund Series H Regular Growth?

If you want to sell your Sundaram Hybrid Fund Series H Regular 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 Regular Growth?

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

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

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

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

The PE ratio ratio of Sundaram Hybrid Fund Series H Regular 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 Regular Growth - NAV, Mutual Fund Performance & Portfolio

Sundaram Hybrid Fund Series H Regular Growth
Hybrid
Conservative Hybrid
Moderately High Risk
7.51%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
 NAV: 06 May 2019₹14.31
Min. SIP amountNot Supported
Rating3
Fund size₹32.71Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.1%7.5%7.4%
Category averageNA3.4%8.7%NA
Rank with in categoryNA10820NA
Understand terms
Holdings (38)NameSectorInstrumentAssets
Bajaj Finance Ltd.FinancialBonds14.7%
IDFC First Bank Ltd.
FinancialBonds/NCD14.3%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture10.4%
Power Finance Corpn. Ltd.
FinancialBonds8.6%
Aditya Birla Finance Ltd.
FinancialDebenture6.7%
HDFC Bank Ltd.FinancialEquity3.9%
Housing Development Finance Corpn. Ltd.FinancialEquity2.5%
ITC Ltd.FMCGEquity2.4%
ICICI Bank Ltd.FinancialEquity2.4%
Kotak Mahindra Bank Ltd.FinancialEquity2.2%
See All
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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSiddharth Chaudhary
Apr 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
Sundaram Money Fund Growth
Sundaram Money Fund IDCW Quarterly
Sundaram Money Fund Daily IDCW
Sundaram Money Fund IDCW Weekly
Sundaram Money Fund IDCW Fortnightly
Sundaram Money Fund IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Daily
Sundaram Banking & PSU Debt Fund Regular IDCW Weekly
Sundaram Banking & PSU Debt Fund Regular Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Monthly
Sundaram Money Institutional Plan IDCW Daily
Sundaram Money Regular Plan IDCW Daily
Sundaram Money Regular Plan IDCW Quarterly
Sundaram Money Regular Plan IDCW Weekly
Sundaram Money Regular Plan IDCW Fortnightly
Sundaram Money Regular Plan IDCW Monthly
Sundaram Money Regular Growth
Sundaram Low Duration Fund (Ex)Retail Plan IDCW Weekly
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Institutional Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Weekly
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Quarterly
Sundaram Low Duration Fund(Ex) Institutional Plan IDCW Monthly
Sundaram Low Duration Fund (Ex)Regular Plan Growth
Sundaram Low Duration Fund(Ex) Retail Plan Growth
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly
Sundaram Fixed Income Interval Fund Quarterly Series Plan C Regular Growth
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Banking & PSU Debt Fund Regular Bonus
Sundaram Money Regular Bonus
Sundaram Low Duration Fund (Ex)Regular Plan Bonus
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct IDCW Monthly
Sundaram Banking & PSU Debt Fund Direct IDCW Daily
Sundaram Banking & PSU Debt Fund Direct IDCW Weekly
Sundaram Banking & PSU Debt Fund Direct Bonus
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Low Duration Fund(Ex) Direct IDCW Weekly
Sundaram Low Duration Fund(Ex) Direct IDCW Quarterly
Sundaram Low Duration Fund(Ex) Direct IDCW Daily
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Low Duration Fund(Ex) Direct IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Direct IDCW Monthly
Sundaram Low Duration Fund(Ex) Direct Bonus
Sundaram Money Direct Growth
Sundaram Money Direct IDCW Monthly
Sundaram Money Direct IDCW Daily
Sundaram Money Direct IDCW Quarterly
Sundaram Money Direct Bonus
Sundaram Money Direct IDCW Weekly
Sundaram Money Direct IDCW Fortnightly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular IDCW Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Hybrid Fund - Series N - Regular - Yearly Dividend
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW
Sundaram Money Unclaimed Redemption Upto 3 years
Sundaram Money Unclaimed Redemption Above 3 yrs
Sundaram Money Unclaimed IDCW Above 3 yrs
Sundaram Money Unclaimed IDCW Upto 3 yrs
Sundaram Money Market Fund Regular Growth
Sundaram Money Market Fund Regular IDCW Daily
Sundaram Money Market Fund Regular IDCW Quarterly
Sundaram Money Market Fund Regular IDCW Weekly
Sundaram Money Market Fund Regular IDCW Fortnightly
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Money Market Fund Direct IDCW Fortnightly
Sundaram Money Market Fund Direct IDCW Daily
Sundaram Money Market Fund Direct IDCW Weekly
Sundaram Money Market Fund Direct IDCW Monthly
Sundaram Money Market Fund Direct IDCW Quarterly
Sundaram Overnight Fund Regular IDCW Daily
Sundaram Overnight Fund Regular IDCW Weekly
Sundaram Overnight Fund Direct IDCW Weekly
Sundaram Overnight Fund Direct IDCW Fortnightly
Sundaram Overnight Fund Regular IDCW Fortnightly
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Regular IDCW Monthly
Sundaram Overnight Fund Direct IDCW Monthly
Sundaram Overnight Fund Direct Growth
Sundaram Overnight Fund Direct IDCW Daily
Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Regular IDCW Monthly
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Low Duration Fund Growth
Sundaram Low Duration Fund IDCW Monthly
Sundaram Low Duration Fund IDCW Daily
Sundaram Low Duration Fund Direct IDCW Daily
Sundaram Low Duration Fund Direct IDCW Monthly
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Growth
Sundaram Ultra Short Duration Fund IDCW Daily
Sundaram Ultra Short Duration Fund IDCW Monthly
Sundaram Ultra Short Duration Fund IDCW Weekly
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct IDCW Monthly
Sundaram Liquid IDCW Daily
Sundaram Liquid IDCW Weekly
Sundaram Liquid IDCW Monthly
Sundaram Liquid Growth
Sundaram Liquid Direct IDCW Monthly
Sundaram Liquid Direct IDCW Daily
Sundaram Liquid Direct Growth
Sundaram Liquid Direct IDCW Weekly
Sundaram Liquid Direct Bonus
Sundaram Liquid Direct IDCW Fortnightly
Sundaram Liquid IDCW Fortnightly
Sundaram Liquid IDCW Quarterly
Sundaram Liquid Bonus
Sundaram Liquid Direct IDCW Quarterly
Sundaram Low Duration Fund Bonus
Sundaram Low Duration Fund Direct IDCW Fortnightly
Sundaram Low Duration Fund Direct Bonus
Sundaram Low Duration Fund Direct IDCW Quarterly
Sundaram Low Duration Fund IDCW Fortnightly
Sundaram Low Duration Fund IDCW Quarterly
Sundaram Overnight Unclaimed Unclaimed Redemption Upto 3 yrs
Sundaram Overnight Unclaimed Unclaimed Redemption Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Upto 3 yrs
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
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
HDFC Top 100 Fund Growth
HDFC Top 100 Fund IDCW
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Financial Services Opportunities Fund Regular IDCW
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Multi Asset Fund Growth
Sundaram Multi Asset Fund IDCW
HDFC Top 100 Fund Direct Plan IDCW
HDFC Top 100 Fund Direct Plan Growth
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Multi Asset Fund Direct IDCW
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct IDCW
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular IDCW Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Hybrid Fund - Series N - Regular - Yearly Dividend
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW
Sundaram Top 100 Series VI Regular Growth
Sundaram Top 100 Series VII Regular Growth
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Focused IDCW Half Yearly
Sundaram Focused Growth
Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct IDCW Half Yearly
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
HDFC Business Cycle Fund Regular Growth
HDFC Business Cycle Fund Direct IDCW
HDFC Business Cycle Fund Direct Growth
HDFC Business Cycle Fund Regular IDCW
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹43,436.25Cr
Date of Incorporation26 Feb 1996
 Sundaram Hybrid Fund Series H Regular Growth is a Hybrid 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 Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 06 May 2019 is ₹14.31.
The Sundaram Hybrid Fund Series H Regular 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Hybrid Fund Series H Regular Growth
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	4.1%	7.5%	7.4%
Category average	NA	3.4%	8.7%	NA
Rank with in category	NA	108	20	NA

Name	Sector	Instrument	Assets
Bajaj Finance Ltd.	Financial	Bonds	14.7%
IDFC First Bank Ltd.	Financial	Bonds/NCD	14.3%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	10.4%
Power Finance Corpn. Ltd.	Financial	Bonds	8.6%
Aditya Birla Finance Ltd.	Financial	Debenture	6.7%
HDFC Bank Ltd.	Financial	Equity	3.9%
Housing Development Finance Corpn. Ltd.	Financial	Equity	2.5%
ITC Ltd.	FMCG	Equity	2.4%
ICICI Bank Ltd.	Financial	Equity	2.4%
Kotak Mahindra Bank Ltd.	Financial	Equity	2.2%

Rank (total assets)	#17 in India
Total AUM	₹43,436.25Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	CRISIL Hybrid 85+15 Conservative Index

Vaishnavi Tech Park, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹32.71Cr

Sundaram Hybrid Fund Series H Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (38)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.04%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Siddharth ChaudharyApr 2014 - PresentView details

Rahul BaijalOct 2016 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Siddharth Chaudhary
Apr 2014 - Present
View details

Rahul Baijal
Oct 2016 - Present
View details