Risk | Moderately High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 1.04% |
NAV | ₹14.31 (06 May 2019) |
---|---|
Fund Started | 06 May 2014 |
Fund Size | ₹33 Cr |
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% |
Sundaram Hybrid Fund Series H Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 06 May 2014. 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 ₹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 set to 500.
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.