6M
1Y
3Y
All
Fund Details
Sundaram Hybrid Fund Series H Regular Growth
| 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 |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
4.1%
7.5%
-
2.6%
Category Average
13.0%
6.3%
6.7%
-
Rank Within Category
108
20
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 4.1% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| 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% |
See All
Fund Managers
Siddharth Chaudhary
Rahul Baijal
Sundaram Hybrid Fund Series H Regular Growth Details
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 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.
Investment Objective
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.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
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
26 Feb 1996
E-mail
[email protected]Website
NASundaram 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