Sundaram Debt Oriented Hybrid Fund - Dir (Div-Q)

Sundaram Debt Oriented Hybrid Fund - Dir (Div-Q)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 13-Mar-2013
Scheme AUM(CR) ` 46.62
Minimum SIP/LUMPSUM ` 100/ `
Increment SIP/LUMPSUM ` 1/ `
SIP Dates 1,7,14,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 1.61

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.42% 5.82%
3 Month 1.66% 9.16%
6 Month -1.67% 8.77%
1 Year 2.17% 15.89%
3 Year 4.35% 14.58%
5 Year 7.22% 7.65%
Since Inception 8.42% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others