|Min SIP Amount||₹250|
|NAV||₹12.22 (25 Sep 2020)|
|Fund Started||09 Aug 2016|
|Fund Size||₹32 Cr|
|State Bank of India||Financial||NCD||8.3%|
|Housing & Urban Development Corpn. Ltd.||Financial||NCD||6.6%|
|Reliance Industries Ltd.||Energy||Debenture||6.5%|
|Housing Development Finance Corpn. Ltd.||Financial||Debenture||6.5%|
|Power Finance Corpn. Ltd.||Financial||Debenture||6.5%|
|LIC Housing Finance Ltd.||Financial||Debenture||6.5%|
|HDFC Bank Ltd.||Financial||Bonds||6.4%|
|Reliance Retail Ltd.||Services||Securitised Debt||5.5%|
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Monthly is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 09 Aug 2016. S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria is the Current Fund Manager of Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 25 Sep 2020 is ₹12.22.
The Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Monthly is rated Moderately High 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.