Sundaram Debt Oriented Hybrid Fund
100
Min SIP
5,000
Min Lumpsum
1.26 %
Expense Ratio
Rating
29
Fund Size (in Cr)
10 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 | 9.1% | 10.7% | 6.8% | 8.2% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Larsen & Toubro
Reliance Industr
Axis Bank
Others
Advance Ratio
0.42
Alpha
1.56
SD
0.23
Beta
0.56
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 .
-
- 240
-
9.2%Fund Size - 240
-
9.4%Fund Size - 240
-
7.5%Fund Size - 240
-
- Hybrid .
- Conservative Hybrid .
-
- 506
-
9.8%Fund Size - 506
-
9%Fund Size - 506
-
8.2%Fund Size - 506
-
- Hybrid .
- Conservative Hybrid .
-
- 26
-
7.2%Fund Size - 26
-
8%Fund Size - 26
-
6.8%Fund Size - 26
-
- Hybrid .
- Conservative Hybrid .
-
- 140
-
7.4%Fund Size - 140
-
7.6%Fund Size - 140
-
6.8%Fund Size - 140
-
- Hybrid .
- Conservative Hybrid .
-
- 1,515
-
9.2%Fund Size - 1,515
-
14.4%Fund Size - 1,515
-
8.2%Fund Size - 1,515
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 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 ?
You can invest in Sundaram Debt Oriented Hybrid Fund 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 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 ?
The NAV of Sundaram Debt Oriented Hybrid Fund is ₹27.1 as of 02 June 2023.
How to redeem Sundaram Debt Oriented Hybrid Fund 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?
The minimum SIP amount of Sundaram Debt Oriented Hybrid Fund is ₹100
What are the top sectors Sundaram Debt Oriented Hybrid Fund has invested in??
The top sectors Sundaram Debt Oriented Hybrid Fund has invested in are
- ICICI Bank - 4.03%
- HDFC Bank - 2.77%
- Larsen & Toubro - 2.22%
- Reliance Industr - 1.8%
- Axis Bank - 1.58%
How much returns have Sundaram Debt Oriented Hybrid Fund generated ?
The Sundaram Debt Oriented Hybrid Fund has delivered 8.2% since inception
What is the expense ratio of Sundaram Debt Oriented Hybrid Fund ?
The expense ratio of Sundaram Debt Oriented Hybrid Fund is 1.26 % as of 02 June 2023.
What is the AUM of Sundaram Debt Oriented Hybrid Fund?
The AUM of Sundaram Debt Oriented Hybrid Fund is ₹39,953 Cr as of 02 June 2023
What are the top stock holdings of Sundaram Debt Oriented Hybrid Fund?
The top stock holdings of Sundaram Debt Oriented Hybrid Fund are
- ICICI Bank - 4.03%
- HDFC Bank - 2.77%
- Larsen & Toubro - 2.22%
- Reliance Industr - 1.8%
- Axis Bank - 1.58%