Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth -20.03 -5.36 7.98 5.37 5.14 7.11
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 85+15 - Conservative Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Mar 08, 2010 Unrated 7.98 5.37 5.14 2.15 32.11
SBI Conservative Hybrid Fund - REGULAR PLAN - GROWTH Mar 23, 2001 6.87 9.77 7.30 1.10 5,976.04
ICICI Prudential Regular Savings Fund - Plan - Growth Mar 30, 2004 6.01 8.62 8.15 1.77 3,284.94
HDFC Hybrid Debt Fund - Growth Dec 26, 2003 5.10 8.38 6.67 1.82 2,710.51
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan May 22, 2004 6.54 8.24 6.20 1.90 1,726.83
UTI - Regular Savings Fund - Regular Plan - Growth Option Dec 16, 2003 7.41 6.80 6.59 1.82 1,600.81

Fund Holdings as on 30-April-2022

  • TREPS

  • 5.22% Central Government Securities 15/06/2025

  • 6.10% Central Government Securities 12/07/2031

  • HDFC Bank Ltd - 8.85% - Call Dt 12/05/2022** (Perpetual Bond under Basel III)

  • Indian Oil Corporation Ltd - 5.84% - 19/04/2024

  • Piramal Capital & Housing Finance Ltd - 6.75% - 26/09/2031

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reverse Repo

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Cash and Other Net Current Assets^

  • Axis Bank Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Infosys Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bharti Airtel Ltd

  • HCL Technologies Ltd

  • Varun Beverages Ltd

  • State Bank of India

  • Astral Ltd

  • Cipla Ltd

  • Ashok Leyland Ltd

  • PI Industries Ltd

  • Bajaj Auto Ltd

  • Gland Pharma Ltd

  • CSB Bank Ltd

  • MindTree Ltd

  • United Spirits Ltd

  • Ultratech Cement Ltd

  • Indraprastha Gas Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • IT - Software

  • Engineering - Construction

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Consumer Food

  • Plastic Products

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Pesticides & Agrochemicals

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Industrial Gases & Fuels

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Fund Manager

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA

  • Rights

  • Sov

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About Sundaram Debt Oriented Hybrid Fund

Scheme Analysis

Sundaram Debt Oriented Hybrid Fund is a Hybrid - Conservative Hybrid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Mar-2010 and currently has an AUM of ₹32.11 crore. Sundaram Debt Oriented Hybrid Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 85+15 - Conservative Index as secondary index.

The NAV of Sundaram Debt Oriented Hybrid Fund ended up ₹0.05(0.2%)yesterday to ₹23.1471.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Debt Oriented Hybrid Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156