Sundaram Hybrid Fund Series H IDCW Yearly

Debt
Marginal Equity
Moderately High Risk
Payout
+7.51%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
NAV: 06 May 2019
₹11.73
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹32.71Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (7)

NameSectorInstrumentAssets
IDFC First Bank Ltd.
FinancialBonds/NCD13.83%
FinancialCP9.78%
FinancialCD9.20%
FinancialBonds7.99%
Indian Railway Finance Corpn. Ltd.
FinancialCP7.64%
Indian Railway Finance Corpn. Ltd.
FinancialBonds2.15%
Kotak Mahindra Prime Ltd.
FinancialDebenture1.53%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Marginal Equity
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.1%7.5%7.4%
Category averageNA8.8%15.1%NA
Rank with in categoryNA10820NA
Understand terms

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.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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,

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