Sundaram Debt Oriented Hybrid Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Debt-oriented Aggressive
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 100.0
Expense Ratio
0.46%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 30800
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
26 Feb 1996
Sponsor
NA
Email
Phone
044 - 28583362
Address
, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,025
Portfolio Value
₹25
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.