Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Debt Oriented Hybrid Fund Direct Plan Growth

Sundaram Debt Oriented Hybrid Fund Direct Plan Growth

Hybrid
Conservative Hybrid
Moderate Risk
9.45%
3Y annualised
-0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹25.34
Min. SIP amount₹250
Rating2star
Fund size₹34.00 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.1%9.4%7.4%8.9%
Category average14.2%7.4%7.4%NA
Rank with in category102425NA
Understand termsinfo

Holdings (33)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec14.6%
GOI
SovereignGOI Sec14.6%
FinancialDebenture6.6%
FinancialAdditional Tier 1 Bo6.0%
Housing & Urban Development Corporation Ltd.
FinancialNCD6.0%
FinancialDebenture6.0%
EnergyDebenture6.0%
GOI
SovereignGOI Sec5.9%
Power Finance Corporation Ltd.
FinancialDebenture3.9%
Piramal Capital & Housing Finance Ltd.
FinancialDebenture3.0%
See All

Pros and cons

info
Category: Hybrid Conservative Hybrid
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Exit load is zero
Lower expense ratio: 1.2%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 33Cr. Funds with lower AUM tend to have higher expense ratio
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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

S Krishnakumar
Dec 2017 - Present
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Dwijendra Srivastava
Jan 2013 - Present
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Siddharth Chaudhary
Jan 2013 - Present
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Sandeep Agarwal
Jan 2013 - Present
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Rahul Baijal
Apr 2019 - Present
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Rohit Seksaria
Dec 2017 - Present
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Fund house & investment objective

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Fund house contact details

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Compare funds

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