Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Debt Oriented Hybrid Fund IDCW Quarterly

Sundaram Debt Oriented Hybrid Fund IDCW Quarterly

Hybrid
Conservative Hybrid
Moderate Risk
12.69%
1Y return
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹15.03
Min. SIP amountNA
Rating2star
Fund size₹31.71 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.7%5.5%5.5%7.2%
Category average14.2%7.4%7.4%NA
Rank with in category242626NA
Understand termsinfo

Holdings (31)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec15.8%
FinancialDebenture7.2%
Housing & Urban Development Corporation Ltd.
FinancialNCD6.5%
FinancialDebenture6.5%
EnergyDebenture6.5%
FinancialAdditional Tier 1 Bo6.5%
Power Finance Corporation Ltd.
FinancialDebenture4.2%
FinancialEquity3.7%
FinancialEquity2.5%
ConstructionEquity1.4%
See All

Pros and cons

info
Category: Hybrid Conservative Hybrid
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Pros

Exit load is zero
Age is more than 10 years
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.18%
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.18%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Krishnakumar
Dec 2017 - Present
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Dwijendra Srivastava
Jul 2010 - Present
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Siddharth Chaudhary
Jun 2012 - Present
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Sandeep Agarwal
Jan 2013 - Present
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Rahul Baijal
Apr 2019 - Present
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Rohit Seksaria
Dec 2017 - Present
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Fund house & investment objective

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Fund house contact details

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