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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Hybrid Fund Series H Regular IDCW Half Yearly

Sundaram Hybrid Fund Series H Regular IDCW Half Yearly

Hybrid
Conservative Hybrid
Moderately High Risk
7.51%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
NAV: 06 May 2019₹11.61
Min. SIP amountNA
RatingNA
Fund size₹32.71Cr

Returns and rankings

Category: 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 terms

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%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Siddharth Chaudhary
Apr 2014 - Present
View details

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

Rahul Baijal
Oct 2016 - Present
View details

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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,

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FAQs

How to Invest in Sundaram Hybrid Fund Series H Regular IDCW Half Yearly?

You can easily invest in Sundaram Hybrid Fund Series H Regular IDCW Half Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Hybrid Fund Series H Regular IDCW Half Yearly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Hybrid Fund Series H Regular IDCW Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Hybrid Fund Series H Regular IDCW Half Yearly provide?

The Sundaram Hybrid Fund Series H Regular IDCW Half Yearly has been there from 05 May 2014 and the average annual returns provided by this fund is 4.06% since its inception.

How much expense ratio is charged by Sundaram Hybrid Fund Series H Regular IDCW Half Yearly?

The term Expense Ratio used for Sundaram Hybrid Fund Series H Regular IDCW Half Yearly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly is 1.04% as of 16 May 2022...

What is the AUM of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly?

The AUM, short for Assets Under Management of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly is ₹32.71Cr as of 16 May 2022.

How to Redeem Sundaram Hybrid Fund Series H Regular IDCW Half Yearly?

If you want to sell your Sundaram Hybrid Fund Series H Regular IDCW Half Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly?

You can select either SIP or Lumpsum investment of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly?

The NAV of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly is ₹11.61 as of 06 May 2019.

What is the PE and PB ratio of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly?

The PE ratio ratio of Sundaram Hybrid Fund Series H Regular IDCW Half Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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