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Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly+0.31%

7.57%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly

RiskModerate
Min SIP Amount₹250
Expense Ratio2.24%
NAV₹14.49 (19 Jan 2021)
Fund Started08 Mar 2010
Fund Size30 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.6%
2.8%
6.3%
7.4%
Category Average
9.3%
5.9%
8.2%
-
Rank Within Category
31
31
30
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 7.6% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
2. 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. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.18%
11. 3Y Returns are lower than the category average returns
12. 5Y Returns are lower than the category average returns
13. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec9.8%
State Bank of IndiaFinancialNCD9.0%
REC Ltd.FinancialDebenture7.7%
Housing & Urban Development Corpn. Ltd.FinancialNCD7.0%
Housing Development Finance Corpn. Ltd.FinancialDebenture6.9%
Power Finance Corpn. Ltd.FinancialDebenture6.9%
Reliance Industries Ltd.EnergyDebenture6.9%
HDFC Bank Ltd.FinancialBonds6.9%
Reliance Retail Ltd.ServicesSecuritised Debt5.8%
Oriental Nagpur Betul Highway Ltd.ConstructionDebenture4.3%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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Siddharth Chaudhary
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Sandeep Agarwal
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Rahul Baijal
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Rohit Seksaria
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Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly Details

Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Mar 2010. S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria is the Current Fund Manager of Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹30 Cr and the Latest NAV as of 19 Jan 2021 is ₹14.49.

The Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly 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
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,
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