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SUSundaram MFRegular · Growth

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

hybridHybrid - Balanced Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 04 Jul 2019₹13.88+0.01%
AUM₹30 Cr
Expense Ratio2.67%
CAGR—
Exit Load—
Min SIP—
Launched2014

Investment Objective

The scheme seeks to minimise risk of capital loss by investing in a portfolio of fixed-income securities. It may invest a part of the assets in equity to seek capital appreciation.

Fund Mandate

Equity and Equity Related instruments10%–35%
Fixed Income Securities65%–90%
MMI & Cash Equivalents0%–20%
Asset Allocation
Debt0.4%
Cash & Equivalents99.6%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
2.67%
—
₹5,000
—
Nil
Inception11 Jul 2014
AMCSundaram MF
Top Holdings
1TREPS98.71%
2Cash and Other Net Current Assets0.86%
3Bajaj Finance Ltd - 02/07/2019**0.43%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.67%
—
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