Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly-0.04%

2
5.33%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly

RiskModerately High
Min SIP Amount₹250
Expense Ratio1.35%
NAV₹14.70 (10 Jul 2020)
Fund Started13 Mar 2013
Fund Size₹33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly
5.3%
3.2%
6.1%
7.5%
Category Average
3.2%
4.0%
2.0%
-
Rank within category
19
25
26
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with 5.3% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    State Bank of IndiaFinancialNCD7.9%
    LIC Housing Finance Ltd.FinancialDebenture7.6%
    REC Ltd.FinancialDebenture6.8%
    Housing & Urban Development Corpn. Ltd.FinancialNCD6.6%
    Housing Development Finance Corpn. Ltd.FinancialDebenture6.2%
    Reliance Industries Ltd.EnergyDebenture6.2%
    Power Finance Corpn. Ltd.FinancialDebenture6.1%
    HDFC Bank Ltd.FinancialBonds6.0%
    Reliance Retail Ltd.ServicesSecuritised Debt5.2%
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture3.8%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addSiddharth Chaudhary
    Education
    Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
    Funds Managed
    addSandeep Agarwal
    Education
    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
    Funds Managed
    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed
    addRohit Seksaria
    Education
    Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
    Funds Managed

    Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly Details

    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.

    Investment Objective

    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.

    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)

    Click here
    ₹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
    E-mail
    ravis@sundarammutual.com
    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,
    Email
    mfshyderabad@karvy.com
    Website
    www.karvymfs.com
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