Sundaram Hybrid Fund Series M Regular Growth+0.06%

3
4.60%
1 Year Return
Debt
Marginal Equity
3.0star
6M
1Y
3Y
All

Fund Details

Sundaram Hybrid Fund Series M Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.41%
NAV12.29 (24 Dec 2018)
Fund Started03 Jun 2015
Fund Size206 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Hybrid Fund Series M Regular Growth
4.6%
6.5%
NA
6.0%
Category Average
5.6%
4.1%
1.2%
-
Rank within category
11
25
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    REC Ltd.FinancialBonds14.4%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture12.5%
    L&T Finance Ltd.FinancialDebenture10.0%
    Power Finance Corpn. Ltd.FinancialBonds8.7%
    National Bank For Agriculture & Rural DevelopmentFinancialBonds7.5%
    Aditya Birla Finance Ltd.FinancialDebenture5.0%
    L&T Housing Finance Ltd.FinancialDebenture5.0%
    HDFC Bank Ltd.FinancialEquity3.2%
    National Bank For Agriculture & Rural DevelopmentFinancialBonds3.0%
    Power Finance Corpn. Ltd.FinancialBonds/NCD2.5%
    See All

    Fund Managers

    addSiddharth Chaudhary
    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.
    Funds Managed
    addRahul Baijal
    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.
    Funds Managed

    Sundaram Hybrid Fund Series M Regular Growth Details

    Sundaram Hybrid Fund Series M Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 03 Jun 2015. Shiv Chanani, Siddharth Chaudhary is the Current Fund Manager of Sundaram Hybrid Fund Series M Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹206 Cr and the Latest NAV as of 24 Dec 2018 is ₹12.29.

    The Sundaram Hybrid Fund Series M Regular Growth is rated Moderately High risk.

    Investment Objective

    To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed income securities.

    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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