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Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly+0.05%

14.74%
1 Year Return
Hybrid
Conservative Hybrid
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly

RiskModerate
Min SIP Amount₹250
Expense Ratio1.34%
NAV₹15.70 (15 Jun 2021)
Fund Started13 Mar 2013
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.7%
5.5%
7.0%
7.9%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
25
28
28
-
*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 14.7% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 1.72%
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
REC Ltd.FinancialDebenture6.9%
Housing Development Finance Corpn. Ltd.FinancialDebenture6.3%
Housing & Urban Development Corpn. Ltd.FinancialNCD6.3%
Power Finance Corpn. Ltd.FinancialDebenture6.3%
Reliance Industries Ltd.EnergyDebenture6.3%
HDFC Bank Ltd.Financial6.2%
Reliance Retail Ltd.ServicesSecuritised Debt5.2%
ICICI Bank Ltd.FinancialEquity3.3%
HDFC Bank Ltd.FinancialEquity2.3%
Bharti Airtel Ltd.CommunicationEquity1.9%
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 Quarterly Details

Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 13 Mar 2013. S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria is the Current Fund Manager of Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 15 Jun 2021 is ₹15.70.

The Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly 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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