|Min SIP Amount||₹250|
|NAV||₹14.70 (10 Jul 2020)|
|Fund Started||13 Mar 2013|
|Fund Size||₹33 Cr|
|State Bank of India||Financial||NCD||7.9%|
|LIC Housing Finance Ltd.||Financial||Debenture||7.6%|
|Housing & Urban Development Corpn. Ltd.||Financial||NCD||6.6%|
|Housing Development Finance Corpn. Ltd.||Financial||Debenture||6.2%|
|Reliance Industries Ltd.||Energy||Debenture||6.2%|
|Power Finance Corpn. Ltd.||Financial||Debenture||6.1%|
|HDFC Bank Ltd.||Financial||Bonds||6.0%|
|Reliance Retail Ltd.||Services||Securitised Debt||5.2%|
|Oriental Nagpur Betul Highway Ltd.||Construction||Debenture||3.8%|
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend 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 Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 10 Jul 2020 is ₹14.70.
The Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly is rated Moderately High risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets 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.