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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFRegular · Growth

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

hybridHybrid - Balanced Hybrid FundBenchmark: NIFTY 50
NAV · 28 Oct 2020₹12.20+0.01%
AUM₹54 Cr
Expense Ratio—
CAGR—
Exit Load—
Min SIP—
Launched2017

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 and Equity Related instruments20%–40%
Fixed Income Securities60%–80%
MMI, Bill rediscounting & Cash Equivalents0%–10%
Asset Allocation
Debt74.1%
Cash & Equivalents25.9%
Fund Managers
SC
Siddharth Chaudhary
Fund Manager
Key Information
—
—
₹5,000
—
Nil
Inception28 Apr 2017
AMCSundaram MF
Top Holdings
1TREPS24.95%
291Days - T Bill 01/10/202018.55%
3182 Days - T Bill 08/10/202018.53%
491Days - T Bill 22/10/202018.51%
5LIC Housing Finance Ltd - 8.88% - 13/10/2020**9.29%
691Days - T Bill 15/10/20209.26%
7Cash and Other Net Current Assets^0.91%
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 - U - 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
—
—
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