Sundaram Hybrid Fund Series O Regular IDCW Half Yearly

Hybrid
Conservative Hybrid
Moderately High Risk
6.32%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
All
NAV: 30 Sep 2019₹11.31
Min. SIP amountNot Supported
RatingNA
Fund size₹92.15Cr

Return calculator

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

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA6.9%6.3%7.0%
Category averageNA8.8%15.1%NA
Rank with in categoryNA6213NA
Understand terms

Holdings (10)

NameSectorInstrumentAssets
FinancialDebenture11.7%
Power Finance Corpn. Ltd.
FinancialNCD10.7%
EnergyCP8.7%
FinancialCD8.7%
Indian Railway Finance Corpn. Ltd.
FinancialCP8.7%
FinancialBonds6.5%
Power Grid Corporation of India Ltd.
EnergyBonds5.5%
Oriental Bank of Commerce
FinancialCD5.4%
FinancialBonds0.8%
Power Grid Corporation of India Ltd.
EnergyBonds0.6%
See All

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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