Sundaram Debt Oriented Hybrid Fund – Dir Growth

Hybrid · Conservative Hybrid
 · ★★
100
Min SIP
5,000
Min Lumpsum
1.09 %
Expense Ratio
★★
Rating
31
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

Returns and Ranks ( as on 29 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12.7% 9.8% 8.1% 8.4%
Category Average 24.6% 14.7% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
3.32%
2.03%
Others
88.49%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 3.32%
Reliance Industr Refineries Equity 2.3%
HDFC Bank Banks Equity 2.03%
Varun Beverages FMCG Equity 1.98%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.88%
Axis Bank Banks Equity 1.66%
Sun Pharma.Inds. Pharmaceuticals Equity 1.53%
HCL Technologies IT - Software Equity 1%
Infosys IT - Software Equity 0.96%
Bharti Airtel Telecomm-Service Equity 0.91%
St Bk of India Banks Equity 0.75%
Cipla Pharmaceuticals Equity 0.46%
UltraTech Cem. Cement Equity 0.4%
LTIMindtree IT - Software Equity 0.4%
United Spirits Alcoholic Beverages Equity 0.34%
Grasim Inds Textiles Equity 0.31%
Bharti Airtel PP Telecomm-Service Equity 0.05%
Debt
77.88%
Banks
7.52%
Construction
2.76%
IT-Software
2.23%
Cash & Others
2.07%
Others
7.53%
View all Sectors
Sectors Asset
Debt 77.88%
Banks 7.52%
Construction 2.76%
IT-Software 2.23%
Cash & Others 2.07%
Beverages 2.04%
Pharmaceuticals & Biotech 1.83%
Petroleum Products 1.72%
Telecom-Services 0.98%
Cement & Cement Products 0.71%
Govt Securities / Sovereign
46.2%
Reverse Repos
32.57%
Equity
20.28%
Net Curr Ass/Net Receivables
0.7%
Others
0.25%
View all Assets
Assets Asset
Govt Securities / Sovereign 46.2%
Reverse Repos 32.57%
Equity 20.28%
Net Curr Ass/Net Receivables 0.7%

Advance Ratio

0.69
Alpha
1.43
SD
0.25
Beta
0.57
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

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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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 ₹29.4 as of 29 February 2024.

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
  1. Debt - 77.88%
  2. Banks - 7.52%
  3. Construction - 2.76%
  4. IT-Software - 2.23%
  5. Cash & Others - 2.07%

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 8.4% 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 1.09 % as of 29 February 2024.

What is the AUM of Sundaram Debt Oriented Hybrid Fund – Dir Growth?

The AUM of Sundaram Debt Oriented Hybrid Fund – Dir Growth is ₹49,195 Cr as of 29 February 2024

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
  1. ICICI Bank - 3.32%
  2. Reliance Industr - 2.3%
  3. HDFC Bank - 2.03%
  4. Varun Beverages - 1.98%
  5. Larsen & Toubro - 1.88%

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.
Invest Now