Sundaram Hybrid Fund Series M Growth

Debt
Marginal Equity
Moderately High Risk
6.50%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
All
NAV: 24 Dec 2018
₹12.29
Rating
3
Min. SIP amount
Not Supported
Fund size
₹205.69Cr

Return calculator

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

Holdings (32)

NameSectorInstrumentAssets
FinancialBonds14.40%
Dewan Housing Finance Corpn. Ltd.
FinancialDebenture12.51%
L&T Finance Ltd.
FinancialDebenture10.00%
Power Finance Corpn. Ltd.
FinancialBonds8.71%
National Bank For Agriculture & Rural Development
FinancialBonds7.45%
L&T Housing Finance Ltd.
FinancialDebenture5.00%
Aditya Birla Finance Ltd.
FinancialDebenture5.00%
FinancialEquity3.18%
National Bank For Agriculture & Rural Development
FinancialBonds2.98%
Power Finance Corpn. Ltd.
FinancialBonds/NCD2.53%
TechnologyEquity2.10%
FinancialEquity2.08%
ConstructionEquity1.68%
FinancialEquity1.58%
Small Industries Devp. Bank of India Ltd.
FinancialCD1.52%
EnergyEquity1.38%
Maruti Suzuki India Ltd.
AutomobileEquity1.37%
ICICI Home Finance Company Ltd.
FinancialBonds0.97%
ChemicalsEquity0.92%
FMCGEquity0.88%
State Bank of India
FinancialEquity0.81%
FinancialEquity0.78%
AutomobileEquity0.59%
AutomobileEquity0.58%
EnergyEquity0.55%
EnergyEquity0.41%
HCL Technologies Ltd.
TechnologyEquity0.37%
AutomobileEquity0.36%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity0.29%
ConstructionEquity0.27%
Export-Import Bank Of India
FinancialBonds0.25%
Indian Railway Finance Corpn. Ltd.
FinancialBonds/NCD0.25%
See All

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 returnsNA4.6%6.5%6.0%
Category averageNA8.8%15.1%NA
Rank with in categoryNA1125NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.41%

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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