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 MIP Blended Index |
| Expense Ratio | 1.06% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 86 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.05% | |
| 100 | 100 | 5.41% | |
| 100 | 100 | 5.41% | |
| 1000 | 1000 | 8.29% | |
| 1000 | 1000 | 9.06% | |
| 500 | 500 | 9.8% | |
| 500 | 500 | 5.73% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Tata Sons Limited | Bond - Corporate Bond | 6 |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | 6 |
| LIC Housing Finance Limited | Bond - Corporate Bond | 6 |
| Dewan Housing Finance Corporation Limited | Bond - Corporate Bond | 6 |
| Reliance Jio Infocomm Limited | Bond - Corporate Bond | 6 |
| Oriental Nagpur Betul Highway Private Limited | Bond - Corporate Bond | 6 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 6 |
| Cash And Other Net Current Assets | Cash | 5 |
| Cholamandalam Investment And Fin. Co. Ltd | Bond - Corporate Bond | 5 |
| Reverse Repo | Cash - Repurchase Agreement | 5 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 64 |
| Equity | 25 |
| Cash | 5 |
| Cash - Repurchase Agreement | 5 |
| Bond - Asset Backed | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 64 |
| Banks - Regional - Asia | 9 |
| Cash - Repurchase Agreement | 5 |
| Cash | 5 |
| Apparel Manufacturing | 2 |
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.
Email
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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