Sundaram Debt Oriented Hybrid Fund - Direct Plan
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Suitability
This product is suitable for investors who are seeking• Income over medium to long term,• regular income through investment in fixed income securities and long term capital appreciation by investing a portion of the assets in equity and equity related instruments
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Conservative Allocation |
| Benchmark Type | CRISIL Hybrid 85+15 - ConservativeTR INR |
| Expense Ratio | 1.1% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 44 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 5.69% | |
| 100 | 100 | 6.65% | |
| 100 | 100 | 6.65% | |
| 1000 | 1000 | 7.78% | |
| 1000 | 1000 | 8.75% | |
| 500 | 500 | 9.38% | |
| 500 | 500 | 4.67% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Oriental Nagpur Betul Highway Private Limited | Bond - Corporate Bond | 11 |
| Cholamandalam Investment And Fin. Co. Ltd | Bond - Corporate Bond | 11 |
| Housing Development Finance Corporation Limited | Bond - Corporate Bond | 9 |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED (HUDCO) | Bond - Corporate Bond | 6 |
| Cblo | Cash - Collateral | 6 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 6 |
| Reliance Industries Limited | Bond - Corporate Bond | 6 |
| POWER FINANCE CORPORATION LIMITED | Bond - Corporate Bond | 5 |
| GOVT STOCK | Bond - Gov't Treasury | 5 |
| HDFC Bank Limited | Bond - Corporate Bond | 5 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 62 |
| Equity | 23 |
| Cash - Collateral | 6 |
| Bond - Gov't Treasury | 5 |
| Cash | 4 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 62 |
| Financial Services | 14 |
| Cash - Collateral | 6 |
| Bond - Gov't Treasury | 5 |
| Cash | 4 |
Sundaram Mutual Fund
AUM₹30,497 Cr
About
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m