Sundaram Debt Oriented Hybrid Fund – Dir Growth
100
Min SIP
5,000
Min Lumpsum
1.25 %
Expense Ratio
Rating
29
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 9.4% | 10.3% | 7.5% | 8.2% | ||||
| Category Average | 16.9% | 20.4% | 14.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
5.7
Alpha
1.5
SD
0.22
Beta
1.92
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Fund Managers
Dwijendra Srivastava
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Conservative Hybrid .
-
- 775
-
10.8%Fund Size - 775
-
10%Fund Size - 775
-
4.3%Fund Size - 775
-
- Hybrid .
- Conservative Hybrid .
-
- 234
-
10.8%Fund Size - 234
-
9.5%Fund Size - 234
-
8.2%Fund Size - 234
-
- Hybrid .
- Conservative Hybrid .
-
- 575
-
10.5%Fund Size - 575
-
9%Fund Size - 575
-
8.7%Fund Size - 575
-
- Hybrid .
- Conservative Hybrid .
-
- 26
-
8.9%Fund Size - 26
-
7.9%Fund Size - 26
-
7.3%Fund Size - 26
-
- Hybrid .
- Conservative Hybrid .
-
- 131
-
7.4%Fund Size - 131
-
6.7%Fund Size - 131
-
7%Fund Size - 131
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Debt Oriented Hybrid Fund – Dir Growth ?
You can invest in Sundaram Debt Oriented Hybrid Fund – Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Debt Oriented Hybrid Fund – Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Debt Oriented Hybrid Fund – Dir Growth ?
The NAV of Sundaram Debt Oriented Hybrid Fund – Dir Growth is ₹27.8 as of 03 October 2023.
How to redeem Sundaram Debt Oriented Hybrid Fund – Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Debt Oriented Hybrid Fund – Dir Growth?
The minimum SIP amount of Sundaram Debt Oriented Hybrid Fund – Dir Growth is ₹100
What are the top sectors Sundaram Debt Oriented Hybrid Fund – Dir Growth has invested in?
The top sectors Sundaram Debt Oriented Hybrid Fund – Dir Growth has invested in are
- Debt - 72.42%
- Banks - 9.4%
- Cash & Others - 2.87%
- Construction - 2.64%
- Pharmaceuticals & Biotech - 1.91%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Debt Oriented Hybrid Fund – Dir Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Debt Oriented Hybrid Fund – Dir Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Debt Oriented Hybrid Fund – Dir Growth generated ?
The Sundaram Debt Oriented Hybrid Fund – Dir Growth has delivered 8.2% since inception
What is the expense ratio of Sundaram Debt Oriented Hybrid Fund – Dir Growth ?
The expense ratio of Sundaram Debt Oriented Hybrid Fund – Dir Growth is 1.25 % as of 03 October 2023.
What is the AUM of Sundaram Debt Oriented Hybrid Fund – Dir Growth?
The AUM of Sundaram Debt Oriented Hybrid Fund – Dir Growth is ₹45,611 Cr as of 03 October 2023
What are the top stock holdings of Sundaram Debt Oriented Hybrid Fund – Dir Growth?
The top stock holdings of Sundaram Debt Oriented Hybrid Fund – Dir Growth are
- ICICI Bank - 4.23%
- HDFC Bank - 2.87%
- Larsen & Toubro - 2.87%
- Axis Bank - 1.77%
- Reliance Industr - 1.73%
How can I redeem my investments in Sundaram Debt Oriented Hybrid Fund – Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Debt Oriented Hybrid Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Debt Oriented Hybrid Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.