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SUSundaram MFRegular · Growth

Sundaram Hybrid Fund - Series - D - Regular Plan - Growth

hybridHybrid - Balanced Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 23 Dec 2016₹12.28+0.04%
AUM₹65 Cr
Expense Ratio2.64%
CAGR—
Exit Load—
Min SIP—
Launched2014

Investment Objective

To generate capital appreciation and current income, through a judicious mix of investments in equities and fixedincome securities.

Fund Mandate

Equity and Equity Related instruments10%–35%
Fixed Income Securities65%–90%
MMI & Cash Equivalents0%–30%
Asset Allocation
Domestic Equity32.7%
Debt35.0%
Cash & Equivalents32.3%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
2.64%
—
₹5,000
—
Nil
Inception01 Jan 2014
AMCSundaram MF
Top Holdings
1CBLO30.64%
2Bajaj Finance Ltd - 10.05 - 22/12/2016**16.18%
391 Days T Bill Maturing on 15/12/201615.35%
4Dewan Housing Finance Corporation Ltd - 23/12/2016**3.50%
5HDFC Bank LtdBanks3.04%
6Housing Development Finance Corporation LtdFinance2.64%
7Infosys LtdSoftware2.55%
8ICICI Bank LtdBanks2.19%
9Reliance Industries LtdPetroleum Products2.04%
10Larsen & Toubro LtdConstruction Project1.95%
Sector Allocation
Other67.3%
Banks8.2%
Software4.9%
Petroleum Products3.0%
Finance2.6%
Consumer Non Durables2.3%
Construction Project1.9%
Auto1.1%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Hybrid Fund - Series - D - Regular Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.04%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.64%
—
Nil
—
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme