Risk | Moderate |
---|---|
Min SIP Amount | ₹250 |
Expense Ratio | 1.72% |
NAV | ₹15.58 (04 Mar 2021) |
---|---|
Fund Started | 08 Jan 2013 |
Fund Size | ₹30 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
REC Ltd. | Financial | Debenture | 7.8% |
Housing & Urban Development Corpn. Ltd. | Financial | NCD | 7.1% |
Housing Development Finance Corpn. Ltd. | Financial | Debenture | 7.1% |
Power Finance Corpn. Ltd. | Financial | Debenture | 7.0% |
Reliance Industries Ltd. | Energy | Debenture | 7.0% |
HDFC Bank Ltd. | Financial | Bonds | 7.0% |
GOI | Sovereign | GOI Sec | 6.7% |
Reliance Retail Ltd. | Services | Securitised Debt | 5.8% |
Oriental Nagpur Betul Highway Ltd. | Construction | Debenture | 4.4% |
ICICI Bank Ltd. | Financial | Equity | 3.7% |
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 04 Mar 2021 is ₹15.58.
The Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.