Sundaram Hybrid Fund Series H Regular Growth+0.04%

3Groww
4.06%
1 Year Return
Debt
Marginal Equity
3.0 star
6M
1Y
3Y
All

Fund Details

Sundaram Hybrid Fund Series H Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.58%
NAV14.31 (06 May 2019)
Fund Started06 May 2014
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Hybrid Fund Series H Regular Growth
4.1%
7.5%
NA
7.4%
Category Average
5.2%
5.1%
2.7%
-
Rank within category
108
20
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.1% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    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

    Fund Managers

    addSiddharth Chaudhary
    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.
    Funds Managed
    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed

    Other Details

    Sundaram Hybrid Fund Series H Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 06 May 2014. Siddharth Chaudhary is the Current Fund Manager of Sundaram Hybrid Fund Series H Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹33 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 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed income securities.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
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    + ₹1,000
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