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Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly+0.25%

12.89%
1 Year Return
Hybrid
Conservative Hybrid
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly

RiskModerate
Min SIP Amount₹250
Expense Ratio1.34%
NAV₹12.70 (24 Jun 2021)
Fund Started09 Aug 2016
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.9%
5.7%
7.0%
7.9%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
28
26
27
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 12.9% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec28.1%
REC Ltd.FinancialDebenture6.8%
Housing & Urban Development Corpn. Ltd.FinancialNCD6.2%
Housing Development Finance Corpn. Ltd.FinancialDebenture6.2%
Reliance Industries Ltd.EnergyDebenture6.2%
Power Finance Corpn. Ltd.FinancialDebenture6.2%
HDFC Bank Ltd.Financial6.1%
Reliance Retail Ltd.ServicesSecuritised Debt5.1%
ICICI Bank Ltd.FinancialEquity3.6%
HDFC Bank Ltd.FinancialEquity2.4%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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Siddharth Chaudhary
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Sandeep Agarwal
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Rahul Baijal
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Rohit Seksaria
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Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly Details

Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW 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 IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 24 Jun 2021 is ₹12.70.

The Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly is rated Moderate 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
Website
NA
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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