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Sundaram Mutual Fund

Sundaram Debt Oriented Hybrid Fund Direct Plan-Growth

NAV
returns change indicator
26.2062
as on 25 Nov 2022, 10:35 PM
0.0054(0.02%)
Last Change
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Scheme Ratings

2
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,26,590
star
1,29,986
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
29,986
Profit (absolute return)
29.99%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
2.38%
In the last 6 months
5.98%
In the last 1 year
3.76%
In the last 3 years
29.99%
In the last 5 years
34.47%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at moderate risk

Scheme Information

Sundaram Debt Oriented Hybrid Fund Direct Plan-Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan-Growth
as of 31 Oct 2022, 05:30 AM
31.40 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.20%
Expense Ratio
Plan
Growth
38.10%
Cash Holding
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Scheme Document
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2022
Sort By
Cash Holding
38.10%
11.96 Cr
Financial
8.57%
2.69 Cr
Consumer Staples
2.40%
75.40 Lakh
Energy
1.94%
60.96 Lakh
Healthcare
1.91%
60.10 Lakh
Others
47.07%
14.78 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2022
Sort By
GOI
30.66%
9.63 Cr
Indian Oil Corpn. Ltd.
6.23%
1.96 Cr
ICICI Bank Ltd.
3.67%
1.15 Cr
Piramal Capital & Housing Finance Ltd.
3.17%
99.54 Lakh
Others
56.27%
17.67 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Oct 2022
Repo
37.88%
11.90 Cr
GOI Sec
30.65%
9.63 Cr
Debenture
9.39%
2.95 Cr
Cash/NCA
0.21%
6.75 Lakh
Others
21.86%
6.86 Cr

About Sundaram Debt Oriented Hybrid Fund Direct Plan-Growth

Sundaram Debt Oriented Hybrid Fund Direct Plan-Growth is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers S Bharath, Sandeep Agarwal, Dwijendra Srivastava and Ashish Aggarwal. It has an AUM of ₹31.40 Crores and the latest NAV decalared is ₹26.206 as on 27 Nov 2022 at 12:09 pm.
Sundaram Debt Oriented Hybrid Fund Direct Plan-Growth scheme return performance in last 1 year is 3.76%, in last 3 years is 29.99% and 118.62% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:31.40 Cr
Category:Hybrid: Conservative Hybrid
Launch Date:Invalid date
Fund Type:Open-End

About Fund Category

Conservative Hybrid Funds invest between 75% and 90% of their total assets in debt securities and the remaining in equity and equity related instruments. Investors who have a moderately high risk appetite and who want equity exposure may consider these funds to earn higher returns than pure debt funds.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
44,577.22 Cr
AUM
104
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237