Sundaram Hybrid Fund Series M Regular Growth - Latest NAV[12.29], MF Performance & Returns 2022

Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Hybrid Fund Series M Regular Growth

Sundaram Hybrid Fund Series M Regular Growth
Hybrid
Conservative Hybrid
Moderately High Risk
6.50%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
All
 NAV: 24 Dec 2018₹12.29
Min. SIP amountNA
Rating3
Fund size₹205.69Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.6%6.5%6.0%
Category averageNA13.0%8.0%NA
Rank with in categoryNA1125NA
Understand terms
Holdings (32)NameSectorInstrumentAssets
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 Development
FinancialBonds7.5%
Aditya Birla Finance Ltd.
FinancialDebenture5.0%
L&T Housing Finance Ltd.
FinancialDebenture5.0%
HDFC Bank Ltd.
FinancialEquity3.2%
National Bank For Agriculture & Rural Development
FinancialBonds3.0%
Power Finance Corpn. Ltd.
FinancialBonds/NCD2.5%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2019 - Present
2.41%
30 Sep 2018 - 31 Mar 2019
2.41%
31 Mar 2018 - 30 Sep 2018
2.58%
Expense ratio, exit load and taxExpense ratio: 2.41%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSiddharth Chaudhary
May 2015 - 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
Sundaram Money Fund Growth
Sundaram Money Fund IDCW Quarterly
Sundaram Money Fund Daily IDCW
Sundaram Money Fund IDCW Weekly
Sundaram Money Fund IDCW Fortnightly
Sundaram Money Fund IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Weekly
Sundaram Banking & PSU Debt Fund Regular Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Monthly
Sundaram Money Institutional Plan IDCW Daily
Sundaram Money Regular Plan IDCW Daily
Sundaram Money Regular Plan IDCW Quarterly
Sundaram Money Regular Plan IDCW Weekly
Sundaram Money Regular Plan IDCW Fortnightly
Sundaram Money Regular Plan IDCW Monthly
Sundaram Money Regular Growth
Sundaram Low Duration Fund (Ex)Retail Plan IDCW Weekly
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Institutional Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Weekly
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Quarterly
Sundaram Low Duration Fund(Ex) Institutional Plan IDCW Monthly
Sundaram Low Duration Fund (Ex)Regular Plan Growth
Sundaram Low Duration Fund(Ex) Retail Plan Growth
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly
Sundaram Fixed Income Interval Fund Quarterly Series Plan C Regular Growth
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Banking & PSU Debt Fund Regular Bonus
Sundaram Money Regular Bonus
Sundaram Low Duration Fund (Ex)Regular Plan Bonus
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct IDCW Daily
Sundaram Banking & PSU Debt Fund Direct Bonus
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Low Duration Fund(Ex) Direct IDCW Weekly
Sundaram Low Duration Fund(Ex) Direct IDCW Quarterly
Sundaram Low Duration Fund(Ex) Direct IDCW Daily
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Low Duration Fund(Ex) Direct IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Direct IDCW Monthly
Sundaram Low Duration Fund(Ex) Direct Bonus
Sundaram Money Direct Growth
Sundaram Money Direct IDCW Monthly
Sundaram Money Direct IDCW Daily
Sundaram Money Direct IDCW Quarterly
Sundaram Money Direct Bonus
Sundaram Money Direct IDCW Weekly
Sundaram Money Direct IDCW Fortnightly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular IDCW Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW
Sundaram Money Unclaimed Redemption Upto 3 years
Sundaram Money Unclaimed Redemption Above 3 yrs
Sundaram Money Unclaimed IDCW Above 3 yrs
Sundaram Money Unclaimed IDCW Upto 3 yrs
Sundaram Money Market Fund Regular Growth
Sundaram Money Market Fund Regular IDCW Daily
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Direct Growth
Sundaram Overnight Fund Direct IDCW Daily
Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Regular IDCW Monthly
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Low Duration Fund Growth
Sundaram Low Duration Fund IDCW Monthly
Sundaram Low Duration Fund IDCW Daily
Sundaram Low Duration Fund Direct IDCW Daily
Sundaram Low Duration Fund Direct IDCW Monthly
Sundaram Low Duration Fund Direct Growth
Sundaram Liquid IDCW Daily
Sundaram Liquid IDCW Weekly
Sundaram Liquid IDCW Monthly
Sundaram Liquid Growth
Sundaram Liquid Direct IDCW Monthly
Sundaram Liquid Direct IDCW Daily
Sundaram Liquid Direct Growth
Sundaram Liquid Direct IDCW Weekly
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
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Financial Services Opportunities Fund Regular IDCW
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Multi Asset Fund Growth
Sundaram Multi Asset Fund IDCW
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Multi Asset Fund Direct IDCW
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct IDCW
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular IDCW Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW
Sundaram Top 100 Series VI Regular Growth
Sundaram Top 100 Series VII Regular Growth
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Focused IDCW Half Yearly
Sundaram Focused Growth
Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct IDCW Half Yearly
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹32,095.30Cr
Date of Incorporation26 Feb 1996
 Sundaram Hybrid Fund Series M Regular Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available t
 Sundaram Hybrid Fund Series M Regular Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. 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 ₹32,095 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.
...Read more
Investment Objective
The scheme seeks to generate capital appreciation and current income, through a judicious mix of investments in equities and fixed income.
The scheme seeks to generate capital appreciation and current income, through a judicious mix of investments in equities and fixed income.
Fund benchmarkCRISIL MIP Blended
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Hybrid Fund Series M Regular Growth
VS
Add mutual fund to compare
FAQsHow to Invest in Sundaram Hybrid Fund Series M Regular Growth
You can easily invest in Sundaram Hybrid Fund Series M Regular Growth 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 M Regular Growth 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 M Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Hybrid Fund Series M Regular Growth provide?
The Sundaram Hybrid Fund Series M Regular Growth has been there from 03 Jun 2015 and the average annual returns provided by this
fund is 4.60% since its inception.
How much expense ratio is charged by Sundaram Hybrid Fund Series M Regular Growth?
The term Expense Ratio used for Sundaram Hybrid Fund Series M Regular Growth 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 M Regular Growth is 2.41% as of 25 Jan 2022...
What is the AUM of Sundaram Hybrid Fund Series M Regular Growth?
The AUM, short for Assets Under Management of Sundaram Hybrid Fund Series M Regular Growth is ₹205.69Cr as of 25 Jan 2022.
How to Redeem Sundaram Hybrid Fund Series M Regular Growth?
If you want to sell your Sundaram Hybrid Fund Series M Regular Growth 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 M Regular Growth?
You can select either SIP  or Lumpsum  investment of Sundaram Hybrid Fund Series M Regular Growth based on your investment objective and risk tolerance.
What is the NAV of Sundaram Hybrid Fund Series M Regular Growth?
The NAV of Sundaram Hybrid Fund Series M Regular Growth is ₹12.29 as of 24 Dec 2018.
What is the PE and PB ratio of Sundaram Hybrid Fund Series M Regular Growth?
The PE ratio ratio of Sundaram Hybrid Fund Series M Regular Growth 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).

	6M	1Y	3Y	All
Fund returns	NA	4.6%	6.5%	6.0%
Category average	NA	13.0%	8.0%	NA
Rank with in category	NA	11	25	NA

Name	Sector	Instrument	Assets
REC Ltd.	Financial	Bonds	14.4%
Dewan Housing Finance Corpn. Ltd.	Financial	Debenture	12.5%
L&T Finance Ltd.	Financial	Debenture	10.0%
Power Finance Corpn. Ltd.	Financial	Bonds	8.7%
National Bank For Agriculture & Rural Development	Financial	Bonds	7.5%
Aditya Birla Finance Ltd.	Financial	Debenture	5.0%
L&T Housing Finance Ltd.	Financial	Debenture	5.0%
HDFC Bank Ltd.	Financial	Equity	3.2%
National Bank For Agriculture & Rural Development	Financial	Bonds	3.0%
Power Finance Corpn. Ltd.	Financial	Bonds/NCD	2.5%

Rank (total assets)	#17 in India
Total AUM	₹32,095.30Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	CRISIL MIP Blended

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositUS Stocks
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestGroww AcademySitemap
ⓒ 2016-2022 Groww. All rights reserved, Built with ♥in India

Rating	3
Fund size	₹205.69Cr