₹ 11.5392
NAV (Oct 28)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 11.5392
NAV (Oct 28)
Last 1Y | 2.1% |
Last 3Y | 5.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 5.8% |
6 Month CAGR | 3.3% |
'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'
Expense Ratio | 1.12 |
Launched (7y ago) | Apr 28, 2017 |
AUM in Crores | 53.921 |
ISIN | INF903JA1AD7 |
Lock-in | No Lock-in |
Benchmark | CRISIL AAA Medium Term Bond Index PR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Hybrid Fund Series U (PIDCW-A) | 8,32,037 | 99,425 | 5.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 3,398 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 3,113 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13.2% | 8.8% | ||
23.6% | 20.8% | ||
5.1% | 4.8% | ||
23.1% | 13.1% | ||
21.2% | % |
Sundaram Hybrid Fund Series U (PIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.8% over a period of 6 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Hybrid Fund Series U (PIDCW-A) as of 10/28/2020 is ₹11.54 with the total AUM as of 4/26/2024 is ₹53.921. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Hybrid Fund Series U (PIDCW-A) was launched on Apr 28, 2017. The category risk of the fund is Moderately High Risk.
The minimum SIP amount for Sundaram Hybrid Fund Series U (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Sundaram Hybrid Fund Series U (PIDCW-A)?
How to invest in Sundaram Hybrid Fund Series U (PIDCW-A)?
You can invest in Sundaram Hybrid Fund Series U (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Hybrid Fund Series U (PIDCW-A)?
The minimum sip amount for Sundaram Hybrid Fund Series U (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Hybrid Fund Series U (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Hybrid Fund Series U (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Hybrid Fund Series U (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Hybrid Fund Series U (PIDCW-A)?
The expense ratio of the Sundaram Hybrid Fund Series U (PIDCW-A) is 1.12% for regular plan.