6M
1Y
3Y
All
Fund Details
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.14% |
| NAV | ₹11.31 (30 Sep 2019) |
|---|---|
| Fund Started | 08 Mar 2016 |
| Fund Size | ₹92 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
6.9%
6.3%
-
-
Category Average
13.0%
6.3%
6.7%
-
Rank Within Category
62
13
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 6.9% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| 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% |
See All
Fund Managers
Siddharth Chaudhary
Rahul Baijal
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly Details
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Mar 2016. S Krishnakumar, Dwijendra Srivastava, Shiv Chanani, Siddharth Chaudhary is the Current Fund Manager of Sundaram Hybrid Fund Series O Regular IDCW Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹92 Cr and the Latest NAV as of 30 Sep 2019 is ₹11.31.
The Sundaram Hybrid Fund Series O Regular IDCW Half Yearly is rated Moderately High risk. Minimum SIP Investment is set to 500.
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
E-mail
[email protected]Website
NASundaram 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