Sundaram Hybrid Fund - Series U (Div-H)

Sundaram Hybrid Fund - Series U (Div-H)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50
Fund Manager Siddharth Chaudhary
Fund Horizon CLOSE
Inception Date 04-May-2017
Scheme AUM(CR) ` 51.65
Minimum SIP/LUMPSUM ` / `
Increment SIP/LUMPSUM ` / `
SIP Dates
Entry Load Nil
Exit Load Nil
Expense Ratio 1.29

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.11% -4.43%
3 Month 0.77% -7.10%
6 Month 4.38% -0.47%
1 Year 5.97% -6.50%
3 Year 0.00% 7.85%
5 Year 0.00% 6.49%
Since Inception 6.87% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others