Sundaram Debt Oriented Hybrid Fund (Div-M)

Sundaram Debt Oriented Hybrid Fund (Div-M)

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 08-Mar-2010
Scheme AUM(CR) ` 56.78
Minimum SIP/LUMPSUM ` 250/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,14,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.19

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -2.19% -4.10%
3 Month -6.72% -6.74%
6 Month -3.63% 1.68%
1 Year -3.82% -4.86%
3 Year 2.94% 9.23%
5 Year 6.63% 6.66%
Since Inception 5.78% 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