|Min SIP Amount||₹250|
|NAV||₹12.61 (24 Jun 2021)|
|Fund Started||08 Mar 2010|
|Fund Size||₹33 Cr|
|Housing & Urban Development Corpn. Ltd.||Financial||NCD||6.2%|
|Housing Development Finance Corpn. Ltd.||Financial||Debenture||6.2%|
|Reliance Industries Ltd.||Energy||Debenture||6.2%|
|Power Finance Corpn. Ltd.||Financial||Debenture||6.2%|
|HDFC Bank Ltd.||Financial||6.1%|
|Reliance Retail Ltd.||Services||Securitised Debt||5.1%|
|ICICI Bank Ltd.||Financial||Equity||3.6%|
|HDFC Bank Ltd.||Financial||Equity||2.4%|
Sundaram Debt Oriented Hybrid Fund IDCW Monthly 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 IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 24 Jun 2021 is ₹12.61.
The Sundaram Debt Oriented Hybrid Fund IDCW Monthly 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.