|Min SIP Amount||₹250|
|NAV||₹15.70 (15 Jun 2021)|
|Fund Started||13 Mar 2013|
|Fund Size||₹33 Cr|
|Housing Development Finance Corpn. Ltd.||Financial||Debenture||6.3%|
|Housing & Urban Development Corpn. Ltd.||Financial||NCD||6.3%|
|Power Finance Corpn. Ltd.||Financial||Debenture||6.3%|
|Reliance Industries Ltd.||Energy||Debenture||6.3%|
|HDFC Bank Ltd.||Financial||6.2%|
|Reliance Retail Ltd.||Services||Securitised Debt||5.2%|
|ICICI Bank Ltd.||Financial||Equity||3.3%|
|HDFC Bank Ltd.||Financial||Equity||2.3%|
|Bharti Airtel Ltd.||Communication||Equity||1.9%|
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.
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.