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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹54 Cr
Lock In Period
N/A
Expense Ratio
1.13
Benchmark
CRISIL AAA Medium Term Bond Index
Exit Load
Nil
Summary
Latest details for Sundaram Hybrid Fund - Series U Growth include a ₹12.1985 NAV as of Oct 28,2020 and returns since inception of 16.95%. Minimum investments start at SIP ₹0. The Sundaram Hybrid Fund - Series U Growth AUM is ₹54 Cr, with a lock-in of N/A years, expense ratio of 1.13%, and benchmark CRISIL AAA Medium Term Bond Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2020-10-15
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About Fund
Sundaram Hybrid Fund - Series U Growth managed by Sundaram Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹54 Crore. The fund benchmarks its performance against the CRISIL AAA Medium Term Bond Index while maintaining an expense ratio of 1.13. Under the expert guidance of Rahul Baijal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Capital Protection Oriented Fund XII - PlanA 1168 D Growth | 0 | 31.96 CR | 1.09 |
| This FundSundaram Hybrid Fund - Series U Growth | 0 | 53.97 CR | 1.13 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Capital Protection Oriented Fund XII - PlanA 1168 D Growth | 4.5457 | 16.6911 |
| This FundSundaram Hybrid Fund - Series U Growth | 2.1094 | 16.9492 |
FAQs
Sundaram Hybrid Fund - Series U Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Hybrid Fund - Series U Growth is 1.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Hybrid Fund - Series U Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Hybrid Fund - Series U Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Hybrid Fund - Series U Growth is ₹54 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Hybrid Fund - Series U Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500