How to Invest in Sundaram Debt Oriented Hybrid Fund IDCW Monthly?

You can easily invest in Sundaram Debt Oriented Hybrid Fund IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Debt Oriented Hybrid Fund IDCW Monthly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Debt Oriented Hybrid Fund IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Debt Oriented Hybrid Fund IDCW Monthly provide?

The Sundaram Debt Oriented Hybrid Fund IDCW Monthly has been there from 08 Mar 2010 and the average annual returns provided by this fund is 7.35% since its inception.

How much expense ratio is charged by Sundaram Debt Oriented Hybrid Fund IDCW Monthly?

The term Expense Ratio used for Sundaram Debt Oriented Hybrid Fund IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Debt Oriented Hybrid Fund IDCW Monthly is 2.17% as of 10 Dec 2023...

What is the AUM of Sundaram Debt Oriented Hybrid Fund IDCW Monthly?

The AUM, short for Assets Under Management of Sundaram Debt Oriented Hybrid Fund IDCW Monthly is ₹28.42Cr as of 10 Dec 2023.

How to Redeem Sundaram Debt Oriented Hybrid Fund IDCW Monthly?

If you want to sell your Sundaram Debt Oriented Hybrid Fund IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Debt Oriented Hybrid Fund IDCW Monthly?

You can select either SIP or Lumpsum investment of Sundaram Debt Oriented Hybrid Fund IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Debt Oriented Hybrid Fund IDCW Monthly?

The NAV of Sundaram Debt Oriented Hybrid Fund IDCW Monthly is ₹13.61 as of 08 Dec 2023.

What is the PE and PB ratio of Sundaram Debt Oriented Hybrid Fund IDCW Monthly?

The PE ratio ratio of Sundaram Debt Oriented Hybrid Fund IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Debt Oriented Hybrid Fund IDCW Monthly - NAV, Mutual Fund Performance & Portfolio

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Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Hybrid
Conservative Hybrid
Moderately High Risk
Payout
8.61%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 08 Dec 2023₹13.61
Min. SIP amountNot Supported
Rating3
Fund size₹28.42Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.3%8.6%6.9%7.3%
Category average9.2%7.9%7.9%NA
Rank with in category25919NA
Understand terms
Holdings (20)NameSectorInstrumentAssets
GOI
SovereignGOI Sec34.9%
GOI
SovereignGOI Sec17.5%
ICICI Bank Ltd.
FinancialEquity3.7%
Larsen & Toubro Ltd.
ConstructionEquity3.1%
HDFC Bank Ltd.
FinancialEquity2.4%
Varun Beverages Ltd.
Consumer StaplesEquity1.9%
Axis Bank Ltd.
FinancialEquity1.8%
Reliance Industries Ltd.
EnergyEquity1.6%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity1.3%
Bharti Airtel Ltd.
CommunicationEquity1.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
03 Dec 2023 - Present
2.17%
02 Dec 2023 - 03 Dec 2023
2.17%
01 Dec 2023 - 02 Dec 2023
2.17%
30 Nov 2023 - 01 Dec 2023
2.17%
29 Nov 2023 - 30 Nov 2023
2.17%
28 Nov 2023 - 29 Nov 2023
2.17%
27 Nov 2023 - 28 Nov 2023
2.17%
26 Nov 2023 - 27 Nov 2023
2.17%
25 Nov 2023 - 26 Nov 2023
2.17%
24 Nov 2023 - 25 Nov 2023
2.17%
23 Nov 2023 - 24 Nov 2023
2.17%
22 Nov 2023 - 23 Nov 2023
2.17%
21 Nov 2023 - 22 Nov 2023
2.17%
20 Nov 2023 - 21 Nov 2023
2.17%
19 Nov 2023 - 20 Nov 2023
2.17%
18 Nov 2023 - 19 Nov 2023
2.17%
17 Nov 2023 - 18 Nov 2023
2.17%
16 Nov 2023 - 17 Nov 2023
2.17%
15 Nov 2023 - 16 Nov 2023
2.00%
14 Nov 2023 - 15 Nov 2023
2.00%
13 Nov 2023 - 14 Nov 2023
2.00%
12 Nov 2023 - 13 Nov 2023
2.00%
11 Nov 2023 - 12 Nov 2023
2.00%
10 Nov 2023 - 11 Nov 2023
2.00%
09 Nov 2023 - 10 Nov 2023
2.00%
08 Nov 2023 - 09 Nov 2023
2.00%
07 Nov 2023 - 08 Nov 2023
2.00%
06 Nov 2023 - 07 Nov 2023
2.00%
05 Nov 2023 - 06 Nov 2023
2.00%
04 Nov 2023 - 05 Nov 2023
2.00%
03 Nov 2023 - 04 Nov 2023
2.00%
02 Nov 2023 - 03 Nov 2023
2.00%
01 Nov 2023 - 02 Nov 2023
2.00%
31 Oct 2023 - 01 Nov 2023
2.17%
30 Oct 2023 - 31 Oct 2023
2.17%
29 Oct 2023 - 30 Oct 2023
2.17%
28 Oct 2023 - 29 Oct 2023
2.17%
27 Oct 2023 - 28 Oct 2023
2.17%
26 Oct 2023 - 27 Oct 2023
2.17%
25 Oct 2023 - 26 Oct 2023
2.17%
24 Oct 2023 - 25 Oct 2023
2.17%
23 Oct 2023 - 24 Oct 2023
2.17%
22 Oct 2023 - 23 Oct 2023
2.17%
21 Oct 2023 - 22 Oct 2023
2.17%
20 Oct 2023 - 21 Oct 2023
2.17%
19 Oct 2023 - 20 Oct 2023
2.17%
18 Oct 2023 - 19 Oct 2023
2.17%
17 Oct 2023 - 18 Oct 2023
2.17%
16 Oct 2023 - 17 Oct 2023
2.17%
15 Oct 2023 - 16 Oct 2023
2.17%
14 Oct 2023 - 15 Oct 2023
2.17%
13 Oct 2023 - 14 Oct 2023
2.17%
12 Oct 2023 - 13 Oct 2023
2.17%
11 Oct 2023 - 12 Oct 2023
2.17%
10 Oct 2023 - 11 Oct 2023
2.17%
09 Oct 2023 - 10 Oct 2023
2.17%
08 Oct 2023 - 09 Oct 2023
2.17%
07 Oct 2023 - 08 Oct 2023
2.17%
06 Oct 2023 - 07 Oct 2023
2.17%
05 Oct 2023 - 06 Oct 2023
2.17%
04 Oct 2023 - 05 Oct 2023
2.17%
03 Oct 2023 - 04 Oct 2023
2.17%
02 Oct 2023 - 03 Oct 2023
2.17%
01 Oct 2023 - 02 Oct 2023
2.17%
30 Sep 2023 - 01 Oct 2023
2.17%
29 Sep 2023 - 30 Sep 2023
2.17%
28 Sep 2023 - 29 Sep 2023
2.17%
27 Sep 2023 - 28 Sep 2023
2.17%
26 Sep 2023 - 27 Sep 2023
2.17%
25 Sep 2023 - 26 Sep 2023
2.17%
24 Sep 2023 - 25 Sep 2023
2.17%
23 Sep 2023 - 24 Sep 2023
2.17%
22 Sep 2023 - 23 Sep 2023
2.17%
21 Sep 2023 - 22 Sep 2023
2.17%
20 Sep 2023 - 21 Sep 2023
2.17%
19 Sep 2023 - 20 Sep 2023
2.17%
18 Sep 2023 - 19 Sep 2023
2.17%
17 Sep 2023 - 18 Sep 2023
2.17%
16 Sep 2023 - 17 Sep 2023
2.17%
15 Sep 2023 - 16 Sep 2023
2.17%
14 Sep 2023 - 15 Sep 2023
2.17%
13 Sep 2023 - 14 Sep 2023
2.17%
12 Sep 2023 - 13 Sep 2023
2.17%
11 Sep 2023 - 12 Sep 2023
2.17%
10 Sep 2023 - 11 Sep 2023
2.17%
09 Sep 2023 - 10 Sep 2023
2.17%
08 Sep 2023 - 09 Sep 2023
2.17%
07 Sep 2023 - 08 Sep 2023
2.17%
06 Sep 2023 - 07 Sep 2023
2.17%
05 Sep 2023 - 06 Sep 2023
2.17%
04 Sep 2023 - 05 Sep 2023
2.17%
03 Sep 2023 - 04 Sep 2023
2.17%
02 Sep 2023 - 03 Sep 2023
2.17%
01 Sep 2023 - 02 Sep 2023
2.17%
31 Aug 2023 - 01 Sep 2023
2.17%
31 Jul 2023 - 31 Aug 2023
2.16%
30 Jun 2023 - 31 Jul 2023
2.17%
31 May 2023 - 30 Jun 2023
2.17%
30 Apr 2023 - 31 May 2023
2.17%
31 Mar 2023 - 30 Apr 2023
2.17%
28 Feb 2023 - 31 Mar 2023
2.16%
31 Jan 2023 - 28 Feb 2023
2.16%
31 Dec 2022 - 31 Jan 2023
2.16%
31 Dec 2022 - 31 Dec 2022
2.16%
31 Dec 2022 - 31 Dec 2022
2.16%
30 Nov 2022 - 31 Dec 2022
2.16%
30 Nov 2022 - 30 Nov 2022
2.16%
30 Nov 2022 - 30 Nov 2022
2.16%
31 Oct 2022 - 30 Nov 2022
2.16%
31 Oct 2022 - 31 Oct 2022
2.16%
31 Oct 2022 - 31 Oct 2022
2.16%
30 Sep 2022 - 31 Oct 2022
2.16%
30 Sep 2022 - 30 Sep 2022
2.16%
30 Sep 2022 - 30 Sep 2022
2.16%
31 Aug 2022 - 30 Sep 2022
2.16%
31 Aug 2022 - 31 Aug 2022
2.16%
31 Jul 2022 - 31 Aug 2022
2.16%
31 Jul 2022 - 31 Jul 2022
2.16%
30 Jun 2022 - 31 Jul 2022
2.16%
30 Jun 2022 - 30 Jun 2022
2.16%
31 May 2022 - 30 Jun 2022
2.16%
31 May 2022 - 31 May 2022
2.16%
30 Apr 2022 - 31 May 2022
2.15%
30 Apr 2022 - 30 Apr 2022
2.15%
31 Mar 2022 - 30 Apr 2022
2.16%
31 Mar 2022 - 31 Mar 2022
2.16%
28 Feb 2022 - 31 Mar 2022
2.16%
28 Feb 2022 - 28 Feb 2022
2.16%
31 Jan 2022 - 28 Feb 2022
2.16%
31 Dec 2021 - 31 Jan 2022
2.16%
30 Nov 2021 - 31 Dec 2021
2.16%
31 Oct 2021 - 30 Nov 2021
2.16%
30 Sep 2021 - 31 Oct 2021
2.16%
31 Aug 2021 - 30 Sep 2021
2.18%
31 Jul 2021 - 31 Aug 2021
2.18%
30 Jun 2021 - 31 Jul 2021
2.18%
31 May 2021 - 30 Jun 2021
2.18%
30 Apr 2021 - 31 May 2021
2.18%
31 Mar 2021 - 30 Apr 2021
2.20%
28 Feb 2021 - 31 Mar 2021
2.24%
31 Jan 2021 - 28 Feb 2021
2.24%
31 Dec 2020 - 31 Jan 2021
2.24%
30 Nov 2020 - 31 Dec 2020
2.18%
31 Oct 2020 - 30 Nov 2020
2.18%
30 Sep 2020 - 31 Oct 2020
2.18%
31 Aug 2020 - 30 Sep 2020
2.18%
31 Jul 2020 - 31 Aug 2020
2.18%
30 Jun 2020 - 31 Jul 2020
2.18%
31 May 2020 - 30 Jun 2020
2.18%
30 Apr 2020 - 31 May 2020
2.18%
31 Mar 2020 - 30 Apr 2020
2.18%
29 Feb 2020 - 31 Mar 2020
2.06%
31 Jan 2020 - 29 Feb 2020
2.06%
31 Dec 2019 - 31 Jan 2020
2.15%
30 Nov 2019 - 31 Dec 2019
2.15%
31 Oct 2019 - 30 Nov 2019
2.15%
30 Sep 2019 - 31 Oct 2019
2.19%
31 Aug 2019 - 30 Sep 2019
2.19%
31 Jul 2019 - 31 Aug 2019
2.19%
30 Jun 2019 - 31 Jul 2019
2.19%
31 May 2019 - 30 Jun 2019
2.19%
30 Apr 2019 - 31 May 2019
2.19%
31 Mar 2019 - 30 Apr 2019
2.12%
28 Feb 2019 - 31 Mar 2019
2.10%
31 Jan 2019 - 28 Feb 2019
2.07%
31 Dec 2018 - 31 Jan 2019
2.09%
30 Nov 2018 - 31 Dec 2018
2.04%
31 Oct 2018 - 30 Nov 2018
2.14%
30 Sep 2018 - 31 Oct 2018
2.10%
31 Aug 2018 - 30 Sep 2018
2.10%
31 Jul 2018 - 31 Aug 2018
2.11%
30 Jun 2018 - 31 Jul 2018
2.12%
31 May 2018 - 30 Jun 2018
2.14%
30 Apr 2018 - 31 May 2018
2.16%
31 Mar 2018 - 30 Apr 2018
2.12%
28 Feb 2018 - 31 Mar 2018
2.17%
31 Jan 2018 - 28 Feb 2018
2.16%
31 Dec 2017 - 31 Jan 2018
2.14%
30 Nov 2017 - 31 Dec 2017
2.21%
31 Oct 2017 - 30 Nov 2017
2.33%
Expense ratio, exit load and taxExpense ratio: 2.17%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra Srivastava
Jul 2010 - Present
View details
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.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
S Bharath
May 2022 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Value Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sandeep Agarwal
Jan 2013 - Present
View details
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.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹48,877.10Cr
Date of Incorporation26 Feb 1996
 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 26 Feb 1996. 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 ₹48,877 Cr and the Latest NAV as of 08 Dec 2023 is ₹13.61.
The Sundaram Debt Oriented Hybrid Fund IDCW Monthly is rated Moderately High risk. Minimum SIP Investment is set to ₹250.
;
Investment ObjectiveThe scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
;
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
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	1Y	3Y	5Y	All
Fund returns	7.3%	8.6%	6.9%	7.3%
Category average	9.2%	7.9%	7.9%	NA
Rank with in category	25	9	19	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	34.9%
GOI	Sovereign	GOI Sec	17.5%
ICICI Bank Ltd.	Financial	Equity	3.7%
Larsen & Toubro Ltd.	Construction	Equity	3.1%
HDFC Bank Ltd.	Financial	Equity	2.4%
Varun Beverages Ltd.	Consumer Staples	Equity	1.9%
Axis Bank Ltd.	Financial	Equity	1.8%
Reliance Industries Ltd.	Energy	Equity	1.6%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	1.3%
Bharti Airtel Ltd.	Communication	Equity	1.1%

Rank (total assets)	#17 in India
Total AUM	₹48,877.10Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	CRISIL Hybrid 85+15 Conservative Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹28.42Cr

Sundaram Debt Oriented Hybrid Fund IDCW Monthly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (20)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.17%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaJul 2010 - PresentView details

S BharathMay 2022 - PresentView details

Sandeep AgarwalJan 2013 - PresentView details

Ashish AggarwalJan 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Jul 2010 - Present
View details

S Bharath
May 2022 - Present
View details

Sandeep Agarwal
Jan 2013 - Present
View details

Ashish Aggarwal
Jan 2022 - Present
View details