Sundaram Hybrid Fund Series P Growth

Sundaram Hybrid Fund Series P Growth

+6.33%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
NAV: 22 Oct '19
₹12.73
Min. for SIP
Not Supported
Fund size
₹62.77 Cr
Expense ratio
1.11%

Holdings (4)

NameSectorInstrumentsAssets
Bajaj Finance Ltd.FinancialDebenture10.69%
Power Finance Corpn. Ltd.FinancialBonds10.21%
Power Grid Corporation of India Ltd.EnergyBonds7.98%
REC Ltd.FinancialBonds7.97%

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+3.3%+8.3%+6.3%+7.0%
Category average (Debt Marginal Equity)+6.8%+8.8%+15.1%--
Rank (Debt Marginal Equity)--418--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

About Sundaram Hybrid Fund Series P Growth

Sundaram Hybrid Fund Series P Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 22 Oct 2019 is ₹12.73. The Sundaram Hybrid Fund Series P Growth is rated Moderately High risk. ;

Investment Objective

To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed income securities.
Fund benchmarkNifty 50,CRISIL Composite Bond Fund Index

Fund house

Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,