6M
1Y
3Y
All
Fund Details
Sundaram Hybrid Fund Series H Regular Dividend Half Yearly
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.04% |
| NAV | ₹11.61 (06 May 2019) |
|---|---|
| Fund Started | 06 May 2014 |
| Fund Size | ₹33 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
4.1%
7.5%
-
-
Category Average
8.5%
5.2%
7.0%
-
Rank Within Category
108
20
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
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 |
|---|---|---|---|
| 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% |
Fund Managers
Siddharth Chaudhary
Rahul Baijal
Sundaram Hybrid Fund Series H Regular Dividend Half Yearly Details
Sundaram Hybrid Fund Series H Regular Dividend Half Yearly 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 Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 06 May 2019 is ₹11.61.
The Sundaram Hybrid Fund Series H Regular Dividend Half Yearly is rated Moderately High risk.
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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Sundaram Hybrid Fund Series H Regular Dividend Half Yearly
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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
ravis@sundarammutual.comWebsite
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,
Website
www.karvymfs.comSimilar Funds
