Name: Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Brand: Sundaram Mutual Fund

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Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Hybrid
Conservative Hybrid
Moderately High Risk
4.06%
1Y return
+0.04% 1D
1M
6M
1Y
3Y
All
 NAV: 06 May 2019₹11.61
Min. SIP amountNA
RatingNA
Fund size₹32.71 Cr
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 averageNA13.0%8.0%NA
Rank with in categoryNA10820NA
Understand termsinfo
Holdings (7)NameSectorInstrumentAssets
IDFC First Bank Ltd.
FinancialBonds/NCD13.8%
REC Ltd.
FinancialCP9.8%
Axis Bank Ltd.
FinancialCD9.2%
Bajaj Finance Ltd.
FinancialBonds8.0%
Indian Railway Finance Corpn. Ltd.
FinancialCP7.6%
Indian Railway Finance Corpn. Ltd.
FinancialBonds2.1%
Kotak Mahindra Prime Ltd.
FinancialDebenture1.5%
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 implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSiddharth Chaudhary
Apr 2014 - Present
View details
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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 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 Retail Plan IDCW Weekly
Sundaram Low Duration Fund Retail Plan IDCW Fortnightly
Sundaram Low Duration Fund Retail Plan Monthly IDCW
Sundaram Low Duration Fund Retail Plan IDCW Quarterly
Sundaram Low Duration Fund Retail Plan IDCW Daily
Sundaram Low Duration Fund Institutional Plan IDCW Daily
Sundaram Low Duration Fund Regular Plan IDCW Weekly
Sundaram Low Duration Fund Regular Plan IDCW Fortnightly
Sundaram Low Duration Fund Regular Plan IDCW Quarterly
Sundaram Low Duration Fund Institutional Plan IDCW Monthly
Sundaram Low Duration Fund Regular Plan Growth
Sundaram Low Duration Fund Retail Plan Growth
Sundaram Low Duration Fund Regular Plan IDCW Daily
Sundaram Low Duration Fund 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 Regular Plan Bonus
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct IDCW Daily
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 Direct IDCW Weekly
Sundaram Low Duration Fund Direct IDCW Quarterly
Sundaram Low Duration Fund Direct IDCW Daily
Sundaram Low Duration Fund Direct Growth
Sundaram Low Duration Fund Direct IDCW Fortnightly
Sundaram Low Duration Fund Direct IDCW Monthly
Sundaram Low Duration Fund 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 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 Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Direct Growth
Sundaram Overnight Fund Direct IDCW Daily
Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Rahul Baijal
Oct 2016 - Present
View details
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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
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
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 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 Regular IDCW
Sundaram Balanced Advantage Fund Regular Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW
Sundaram Bluechip Fund Regular Growth
Sundaram Bluechip Fund Regular IDCW
Sundaram Bluechip Fund Direct Growth
Sundaram Bluechip Fund Direct IDCW
Fund house & investment objective
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Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM32,095.30 Cr
Date of Incorporation26 Feb 1996
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly 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 IDCW Half Yearly fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 06 May 2019 is ₹11.61.
The Sundaram Hybrid Fund Series H Regular IDCW Half Yearly is rated Moderately High risk. ...Read more
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
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.
...Read more
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
descriptionScheme Information Document(SID)
Fund house contact details
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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
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
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Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
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	6M	1Y	3Y	All
Fund returns	NA	4.1%	7.5%	7.4%
Category average	NA	13.0%	8.0%	NA
Rank with in category	NA	108	20	NA

Name	Sector	Instrument	Assets
IDFC First Bank Ltd.	Financial	Bonds/NCD	13.8%
REC Ltd.	Financial	CP	9.8%
Axis Bank Ltd.	Financial	CD	9.2%
Bajaj Finance Ltd.	Financial	Bonds	8.0%
Indian Railway Finance Corpn. Ltd.	Financial	CP	7.6%
Indian Railway Finance Corpn. Ltd.	Financial	Bonds	2.1%
Kotak Mahindra Prime Ltd.	Financial	Debenture	1.5%

Rating	NA
Fund size	₹32.71 Cr

Rank (total assets)	#17 in India
Total AUM	32,095.30 Cr