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
11.18%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹23.13
Min. SIP Amount₹250
Rating2star
Fund Size₹31.55 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.2%5.8%6.5%8.0%
Category average14.2%7.4%7.4%NA
Rank with in category272727NA
Understand termsinfo

Holdings (31)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec15.8%
REC Ltd.FinancialDebenture7.2%
Housing & Urban Development Corporation Ltd.
FinancialNCD6.5%
Housing Development Finance Corpn. Ltd.FinancialDebenture6.5%
Reliance Industries Ltd.EnergyDebenture6.5%
HDFC Bank Ltd.FinancialAdditional Tier 1 Bo6.5%
Power Finance Corporation Ltd.
FinancialDebenture4.2%
ICICI Bank Ltd.FinancialEquity3.7%
HDFC Bank Ltd.FinancialEquity2.5%
Larsen & Toubro Ltd.ConstructionEquity1.4%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.34%

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

Minimum investment amounts

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