Sundaram Hybrid Fund - Series P - Growth - Regular Plan

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  • Net Change on 22-08-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Crisil Composite Bond Fund Index N/A N/A N/A N/A N/A N/A
NIFTY 50 -5.33 -8.49 -7.17 7.57 6.30 13.34

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-July-2019

  • TREPS

  • Bajaj Finance Ltd - 22/10/2019**

  • Power Finance Corporation Ltd - 8.96% - 21/10/2019

  • ICICI Bank Ltd - 09/08/2019

  • Power Grid Corporation of India Ltd - 8.84% - 21/10/2019**

  • REC Ltd - 9.04% - 12/10/2019**

  • Oriental Bank of Commerce - 09/09/2019**

  • L & T Finance Ltd - 8.6772% - 30/09/2019**

  • Housing Development Finance Corporation Ltd - 7.95% - 23/09/2019**

  • Cash and Other Net Current Assets

  • LIC Housing Finance Ltd - 9.3532% - 19/08/2019**

  • REC Ltd - 8.72% - 04/09/2019**

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  • Miscellaneous

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About Sundaram Hybrid Fund - Series P

Scheme Analysis

Sundaram Hybrid Fund - Series P is a Hybrid - Balanced Hybrid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 31-Mar-2016 and currently has an AUM of ₹62.28 crore. Sundaram Hybrid Fund - Series P is benchmarked against Crisil Composite Bond Fund Index as primary index and NIFTY 50 as secondary index.

The NAV of Sundaram Hybrid Fund - Series P ended up ₹0(0.01%)yesterday to ₹12.64.

Among its top 3 holdings the fund has exposure to TREPS, Bajaj Finance Ltd - 22/10/2019** and Power Finance Corporation Ltd - 8.96% - 21/10/2019

The Sundaram Hybrid Fund - Series P is managed by Siddharth Chaudhary and Rahul Baijal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Education:B.Com,PG Diploma in Securities Markets,CFA(Level II)
  • Experience:
  • Basic Details:Mr. Siddharth is a B Com and PG Diploma in Securities Markets from the Indian Institute of Capital Markets. He is also a Level II CFA.He jointly manages Sundaram Money Fund, Sundaram Ultra Short-Term Fund, Sundaram Flexible Fund Short-Term Plan, Sundaram Capital Protection Oriented Funds, Sundaram Monthly Income Plan and Sundaram Fixed Income Interval Funds along with Dwijendra Srivastava.His previous experience includes 4 years in Indian Bank as Fixed Income and Derivatives Dealer.
  • Funds Managed:
  • Sundaram Banking & PSU Debt Fund
  • Sundaram Money Fund
  • Sundaram Money Market Fund
  • Sundaram Overnight Fund
  • Sundaram Ultra Short Term Fund
  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • ICRA AAA

  • IND AAA

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