SUSundaram MFRegular · IDCW

Sundaram Hybrid Fund - Series - O - Regular Plan - Half Yearly Dividend

hybridHybrid - Balanced Hybrid FundBenchmark: CRISIL Composite Bond Index
NAV · 30 Sep 2019₹11.31+0.03%
AUM₹92 Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load
Min SIP
Launched2016

Investment Objective

To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed-income securities. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Fund Mandate

Equity & Equity Related instruments10%–45%
Fixed Income Securities55%–90%
MMI & Cash Equivalents0%–20%
Fund Managers
SC
Siddharth Chaudhary
Fund Manager
Key Information
₹5,000
Nil
Inception08 Mar 2016
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram Hybrid Fund - Series - O - Regular Plan - Half Yearly Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
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