Sundaram Debt Oriented Hybrid Fund (Div-Q)

Sundaram Debt Oriented Hybrid Fund (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 08-Mar-2010
Scheme AUM(CR) ` 46.82
Minimum SIP/LUMPSUM ` 100/ `
Increment SIP/LUMPSUM ` 1/ `
SIP Dates 1,7,14,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.15

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 0.70% -0.26%
3 Month 4.32% 7.97%
6 Month 2.51% 1.14%
1 Year 2.14% 15.10%
3 Year 3.51% 14.92%
5 Year 6.06% 7.65%
Since Inception 6.92% 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