Sundaram Hybrid Fund Series O Regular Dividend Half Yearly+0.03%

3Groww
6.93%
1 Year Return
Debt
Marginal Equity
3.0 star
6M
1Y
3Y
All

Fund Details

Sundaram Hybrid Fund Series O Regular Dividend Half Yearly

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.57%
NAV11.31 (30 Sep 2019)
Fund Started08 Mar 2016
Fund Size92 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Hybrid Fund Series O Regular Dividend Half Yearly
6.9%
6.3%
NA
7.0%
Category Average
5.2%
5.1%
2.7%
-
Rank within category
48
14
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
    30
    with 6.9% annual returns

    Comparison

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

    Top Holdings

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    Bajaj Finance Ltd.FinancialDebenture11.7%
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    Housing Development Finance Corpn. Ltd.FinancialBonds6.5%
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    REC Ltd.FinancialBonds0.8%
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    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 is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed

    Other Details

    Sundaram Hybrid Fund Series O Regular Dividend Half Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced 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 Dividend Half Yearly.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 Dividend Half Yearly is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

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

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
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