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
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%
FinancialEquity3.90%
FinancialEquity2.47%
FMCGEquity2.42%
FinancialEquity2.35%
FinancialEquity2.20%
EnergyEquity2.05%
TechnologyEquity2.05%
Maruti Suzuki India Ltd.
AutomobileEquity1.80%
ConstructionEquity1.69%
FMCGEquity1.37%
State Bank of India
FinancialEquity1.23%
Indian Railway Finance Corpn. Ltd.
FinancialBonds0.95%
AutomobileEquity0.90%
HCL Technologies Ltd.
TechnologyEquity0.85%
EnergyEquity0.83%
Indiabulls Housing Finance Ltd.
FinancialEquity0.83%
FinancialEquity0.74%
FinancialEquity0.70%
EnergyEquity0.65%
TechnologyEquity0.59%
ConstructionEquity0.58%
AutomobileEquity0.57%
ChemicalsEquity0.47%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity0.46%
HealthcareEquity0.40%
MetalsEquity0.36%
ServicesEquity0.29%
Hindalco Industries Ltd.
MetalsEquity0.22%
AutomobileEquity0.21%
Ambuja Cements Ltd.
ConstructionEquity0.17%
AutomobileEquity0.15%
HealthcareEquity0.13%
FinancialEquity0.12%
MetalsPref. Shares0.03%
See All

Minimum investment amounts

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

Returns and rankings

Category: 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

Expense ratio, exit load and tax

Expense ratio: 1.04%

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.

Understand terms
Check past data

Fund management

Fund house & investment objective

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
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,

Compare funds

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