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Sundaram Hybrid Fund Series H Regular Dividend Half Yearly+0.04%

4.06%
1 Year Return
Debt
Marginal Equity
6M
1Y
3Y
All

Fund Details

Sundaram Hybrid Fund Series H Regular Dividend Half Yearly

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.04%
NAV₹11.61 (06 May 2019)
Fund Started06 May 2014
Fund Size33 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 amount0
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

NameSectorInstrument% Assets
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%

Fund Managers

Siddharth Chaudhary
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Rahul Baijal
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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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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
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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