Sundaram Hybrid Fund - Series K Growth Return

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

Sundaram Hybrid Fund - Series K Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹30 Cr

Lock In Period

N/A

Expense Ratio

2.65

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

Sundaram Hybrid Fund - Series K Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.18297.26
6M0.001.02315.31
1Y0.003.19339.02
3Y0.009.2655.84

Portfolio Analysis

  • Equity: 30.04%
  • Debt: 69.99%
  • Others
As on: 2018-10-31
View allocation % by

1. HDFC Bank Ltd3.17%
2. ICICI Bank Ltd2.98%
3. Housing Development Finance Corporation Ltd2.02%
4. Kotak Mahindra Bank Ltd1.97%
5. Axis Bank Ltd1.03%
6. State Bank of India0.97%
7. IndusInd Bank Ltd0.92%
8. Bank of Baroda0.10%

1. Infosys Ltd4.19%
2. Tech Mahindra Ltd0.92%
3. HCL Technologies Ltd0.75%

1. Maruti Suzuki India Ltd1.33%
2. Mahindra & Mahindra Ltd0.56%
3. Hero MotoCorp Ltd0.21%

1. Larsen & Toubro Ltd1.12%
2. Reliance Industries Ltd0.98%

1. ITC Ltd1.70%

1. Hindustan UniLever Ltd1.32%
2. Asian Paints Ltd0.31%

1. Sun Pharmaceutical Industries Ltd0.50%
2. Cipla Ltd0.44%
3. Lupin Ltd0.14%
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About Fund Sundaram Hybrid Fund - Series K Growth

Sundaram Hybrid Fund - Series K Growth managed by Sundaram Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹30 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.65. 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

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Sundaram Hybrid Fund - Series K Growth FAQs

Sundaram Hybrid Fund - Series K 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 K Growth is 2.65. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Hybrid Fund - Series K 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 K 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 K 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 K Growth is ₹30 crore. It changes based on market performance, inflows, and outflows.

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