| NAV: 30 Sep 2019 | ₹11.31 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹92.15Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 6.9% | 6.3% | 7.0% |
| Category average | NA | 13.0% | 8.0% | NA |
| Rank with in category | NA | 62 | 13 | NA |
Holdings (10)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Debenture | 11.7% |
Power Finance Corpn. Ltd. | Financial | NCD | 10.7% |
| National Thermal Power Corp. Ltd. | Energy | CP | 8.7% |
| Axis Bank Ltd. | Financial | CD | 8.7% |
Indian Railway Finance Corpn. Ltd. | Financial | CP | 8.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Bonds | 6.5% |
Power Grid Corporation of India Ltd. | Energy | Bonds | 5.5% |
Oriental Bank of Commerce | Financial | CD | 5.4% |
| REC Ltd. | Financial | Bonds | 0.8% |
Power Grid Corporation of India Ltd. | Energy | Bonds | 0.6% |
Expense ratio, exit load and tax
Expense ratio: 1.14%
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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Siddharth ChaudharyFeb 2016 - PresentView details
Rahul BaijalOct 2016 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Sundaram Hybrid Fund Series O Regular IDCW Half Yearly?
You can easily invest in Sundaram Hybrid Fund Series O Regular IDCW Half Yearly 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 O Regular IDCW Half Yearly 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 O Regular IDCW Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Hybrid Fund Series O Regular IDCW Half Yearly provide?
The Sundaram Hybrid Fund Series O Regular IDCW Half Yearly has been there from 08 Mar 2016 and the average annual returns provided by this fund is 6.93% since its inception.
How much expense ratio is charged by Sundaram Hybrid Fund Series O Regular IDCW Half Yearly?
The term
Expense Ratio used for Sundaram Hybrid Fund Series O Regular IDCW Half Yearly 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 O Regular IDCW Half Yearly is 1.14% as of 24 May 2022...
What is the AUM of Sundaram Hybrid Fund Series O Regular IDCW Half Yearly?
The AUM, short for Assets Under Management of Sundaram Hybrid Fund Series O Regular IDCW Half Yearly is ₹92.15Cr as of 24 May 2022.
How to Redeem Sundaram Hybrid Fund Series O Regular IDCW Half Yearly?
If you want to sell your Sundaram Hybrid Fund Series O Regular IDCW Half Yearly 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 O Regular IDCW Half Yearly?
What is the NAV of Sundaram Hybrid Fund Series O Regular IDCW Half Yearly?
The NAV of Sundaram Hybrid Fund Series O Regular IDCW Half Yearly is ₹11.31 as of 30 Sep 2019.
