Sundaram Hybrid Fund - Series H Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Hybrid Fund - Series H Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹33 Cr

Lock In Period

N/A

Expense Ratio

2.75

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

Sundaram Hybrid Fund - Series H Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.0045.53
6M0.001.5011.03
1Y0.004.8914.16
3Y0.0013.7635.57

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2018-10-31
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About Fund Sundaram Hybrid Fund - Series H Growth

Sundaram Hybrid Fund - Series H Growth managed by Sundaram Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹33 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.75. 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.

Fund Managers

Rahul Baijal

Mr. Rahul Baijal holds B. E. Electronics & Communication, MBA. His past experience including assignments held during the past 10 years are Bharti-AXA Life Insurance Fund Manager/Vice-President Investments Jun 2012 - Jun 2016, TVF Capital (erstwhile Voyager Capital) Director/Portfolio Manager/Investment, Jun 2005 - Apr 2012.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak Debt Hybrid Fund - Growth42,860 CR1.76
Nippon India Conservative Hybrid Fund Growth5976 CR1.87
Aditya Birla Sun Life Regular Savings Fund Growth31,500 CR1.8
HSBC Conservative Hybrid Fund Growth0153 CR2.17
Parag Parikh Conservative Hybrid Fund Growth53,473 CR0.65
Fund Name1Y3Y
This FundKotak Debt Hybrid Fund - Growth3.947226.8314
This FundNippon India Conservative Hybrid Fund Growth7.278426.8548
This FundAditya Birla Sun Life Regular Savings Fund Growth5.553227.1959
This FundHSBC Conservative Hybrid Fund Growth3.718629.6418
This FundParag Parikh Conservative Hybrid Fund Growth5.42934.3409

Sundaram Hybrid Fund - Series H Growth FAQs

Sundaram Hybrid Fund - Series H 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 H Growth is 2.75. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Hybrid Fund - Series H Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Hybrid Fund - Series H Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Hybrid Fund - Series H 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 H Growth is ₹33 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Hybrid Fund - Series H Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.