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  • Sundaram-hybrid-fund-series-h-growth-140511567-2066

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹33 Cr

Lock In Period

N/A

Expense Ratio

2.75

Benchmark

Crisil MIP Blended Index

Exit Load

Nil

Summary

Latest details for Sundaram Hybrid Fund - Series H Growth include a ₹ NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Sundaram Hybrid Fund - Series H Growth AUM is ₹33 Cr, with a lock-in of N/A years, expense ratio of 2.75%, and benchmark Crisil MIP Blended Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.95% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.95297.26
6M0.000.99315.31
1Y0.004.86339.02
3Y0.0011.9855.84

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2018-10-31
View allocation % by

1. CBLO16.72%
2. Bajaj Finance Ltd - 10% - 25/04/201914.37%
3. IDFC Bank Ltd - 9.5% - 29/04/201914.03%
4. Indian Bank - 24/12/20189.27%
5. Cash & Other Net Current Assets3.44%
6. Kotak Mahindra Prime Ltd - 22/04/20190.90%

1. Power Finance Corporation Ltd - 9.69% - 02/03/201911.59%
2. Small Industrial Development Bank of India - 8.04% - 15/03/201910.29%
3. Indian Railway Finance Corporation Ltd - 8.33% - 26/03/20198.76%
4. REC Ltd - 9.63% - 05/02/20198.45%
5. Indian Railway Finance Corporation Ltd - 8.19% - 27/04/20192.18%

About Fund

Sundaram Hybrid Fund - Series H Growth managed by Sundaram Mutual Fund,is a Debt - Hybridscheme 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth026.58 CR1.93
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth6.953826.9354

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.
Min Inv Amount: ₹500