|Min SIP Amount||₹250|
|NAV||₹15.24 (18 Jan 2021)|
|Fund Started||13 Mar 2013|
|Fund Size||₹30 Cr|
|State Bank of India||Financial||NCD||9.0%|
|Housing & Urban Development Corpn. Ltd.||Financial||NCD||7.0%|
|Housing Development Finance Corpn. Ltd.||Financial||Debenture||6.9%|
|Power Finance Corpn. Ltd.||Financial||Debenture||6.9%|
|Reliance Industries Ltd.||Energy||Debenture||6.9%|
|HDFC Bank Ltd.||Financial||Bonds||6.9%|
|Reliance Retail Ltd.||Services||Securitised Debt||5.8%|
|Oriental Nagpur Betul Highway Ltd.||Construction||Debenture||4.3%|
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 ₹30 Cr and the Latest NAV as of 18 Jan 2021 is ₹15.24.
The Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly is rated Moderate 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.