Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly-0.11%

6.84%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly

RiskModerately High
Min SIP Amount₹250
Expense Ratio1.35%
NAV15.02 (27 Nov 2020)
Fund Started08 Jan 2013
Fund Size30 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
6.8%
3.3%
6.5%
7.7%
Category Average
6.7%
5.0%
7.1%
-
Rank Within Category
33
32
29
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.8% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    2. 1Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec10.0%
    State Bank of IndiaFinancialNCD9.1%
    REC Ltd.FinancialDebenture7.8%
    Housing Development Finance Corpn. Ltd.FinancialDebenture7.1%
    Housing & Urban Development Corpn. Ltd.FinancialNCD7.1%
    Reliance Industries Ltd.EnergyDebenture7.1%
    Power Finance Corpn. Ltd.FinancialDebenture7.1%
    HDFC Bank Ltd.FinancialBonds6.9%
    Reliance Retail Ltd.ServicesSecuritised Debt5.9%
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture4.4%
    See All

    Fund Managers

    S Krishnakumar
    keyboard_arrow_down
    Dwijendra Srivastava
    keyboard_arrow_down
    Siddharth Chaudhary
    keyboard_arrow_down
    Sandeep Agarwal
    keyboard_arrow_down
    Rahul Baijal
    keyboard_arrow_down
    Rohit Seksaria
    keyboard_arrow_down

    Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly Details

    Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Jan 2013. S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria is the Current Fund Manager of Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹30 Cr and the Latest NAV as of 27 Nov 2020 is ₹15.02.

    The Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly is rated Moderately High risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.

    Investment Objective

    The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    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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