Sundaram Debt Oriented Hybrid Fund Direct Plan Growth

Hybrid
Conservative Hybrid
Moderate Risk
9.24%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹25.51
Min. SIP amount₹250
Rating2
Fund size₹31.98Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.4%9.2%6.1%8.1%
Category average2.3%7.2%6.0%NA
Rank with in category271224NA
Understand terms

Holdings (27)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec15.7%
GOISovereignGOI Sec14.9%
Indian Oil Corporation Ltd.EnergyDebenture6.2%
ICICI Bank Ltd.FinancialEquity3.5%
Dewan Housing Finance Corporation Ltd.FinancialDebenture3.2%
HDFC Bank Ltd.FinancialEquity2.3%
Reliance Industries Ltd.EnergyEquity1.8%
Larsen & Toubro Ltd.ConstructionEquity1.8%
Axis Bank Ltd.FinancialEquity1.2%
Procter & Gamble Hygiene & Health Care Ltd.Consumer StaplesEquity1.1%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Cons

Exit load is zero
Lower AUM: 31Cr. Funds with lower AUM tend to have higher expense ratio
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns lower than category average by 0.96%
3Y and 5Y annualised returns higher than category average
Higher expense ratio: 1.2%
Higher alpha: 2.32 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.20%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹250

Fund management

Dwijendra Srivastava
Jan 2013 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

S Bharath
May 2022 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Sandeep Agarwal
Jan 2013 - Present
View details

Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes

Ashish Aggarwal
Jan 2022 - Present
View details

Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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