Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
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5Y
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Fund Details
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 1.34% |
| NAV | ₹15.70 (15 Jun 2021) |
|---|---|
| Fund Started | 13 Mar 2013 |
| Fund Size | ₹33 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 amount₹250
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| REC Ltd. | Financial | Debenture | 6.9% |
| 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% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra 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
Siddharth 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
Sandeep 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
Rahul Baijal
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Funds Managed
Rohit 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 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
E-mail
[email protected]Website
NASundaram 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
[email protected]Website
www.karvymfs.com
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