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  • Sundaram Mutual Fund
  • Sundaram Hybrid Fund Series U (Growth)
Sundaram Mutual Fund

Sundaram Hybrid Fund Series U (Growth)

HybridConservative Hybrid

12.1985

NAV (Oct 28)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.1985

NAV (Oct 28)

Fund Returns

Last 1Y
2.1%
Last 3Y
5.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
5.8%
6 Month CAGR
3.3%

Scheme Information

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'

Expense Ratio
1.12
Launched (7y ago)
Apr 28, 2017
AUM in Crores
53.921
ISIN
INF903JA1AB1
Lock-in
No Lock-in
Benchmark
CRISIL AAA Medium Term Bond Index PR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
4.3
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Hybrid Fund Series U (Growth)70%8,34,080 1,01,4685.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2020-10-28

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 32,429 cr

₹ 10,622 cr

₹ 8,729 cr

₹ 3,389 cr

₹ 3,090 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.7%

22%

20.4%

19.9%

12.8%

18.1%

14.7%

10.9%

7.5%

Sundaram Hybrid Fund Series U (G) Review

Sundaram Hybrid Fund Series U (G) 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 (G) as of 10/28/2020 is ₹12.20 with the total AUM as of 3/28/2024 is ₹53.921. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Hybrid Fund Series U (G) 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 (G) 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.

Frequently Asked Questions

What is Sundaram Hybrid Fund Series U (G)?

Sundaram Hybrid Fund Series U (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Hybrid Fund Series U (G)?

You can invest in Sundaram Hybrid Fund Series U (G) 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 (G)?

The minimum sip amount for Sundaram Hybrid Fund Series U (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Hybrid Fund Series U (G) good to invest in?

As per Scripbox experts, Sundaram Hybrid Fund Series U (G) is a Not Reviewed Yet fund. You can investSundaram Hybrid Fund Series U (G) 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 (G)?

The expense ratio of the Sundaram Hybrid Fund Series U (G) is 1.12% for regular plan.