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- GROWTH 17.26 11.85 12.44 5.62 5.43 7.16
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- GROWTH Mar 08, 2010 Unrated 12.44 5.62 5.43 2.18 31.71
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH Mar 23, 2001 19.71 11.31 8.34 1.39 3,889.65
ICICI Prudential Regular Savings Fund - Plan - Growth Mar 30, 2004 14.31 10.55 9.47 1.72 3,339.39
HDFC Hybrid Debt Fund - Growth Dec 26, 2003 21.21 10.51 8.22 1.87 2,604.78
UTI - Regular Savings Fund - Regular Plan - Growth Option Dec 16, 2003 Unrated 19.95 7.57 7.63 1.79 1,612.69
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan May 22, 2004 23.61 9.08 7.80 2.00 1,243.84

Fund Holdings as on 31-August-2021

  • TREPS

  • REC Ltd - 8.45% - 22/03/2022**

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

  • Housing and Urban Development Corp. Ltd - 8.4% - 11/04/2022**

  • Housing Development Finance Corporation Ltd - 8.58% - 18/03/2022**

  • Reliance Industries Ltd - 8.3% - 08/03/2022**

  • Power Finance Corporation Ltd - 8.18% - 19/03/2022**

  • Cash and Other Net Current Assets^

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • Bharat Petroleum Corporation Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • HCL Technologies Ltd

  • Axis Bank Ltd

  • Infosys Ltd

  • MindTree Ltd

  • Bharti Airtel Ltd

  • Astral Ltd

  • PI Industries Ltd

  • Indraprastha Gas Ltd

  • Cipla Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Ashok Leyland Ltd

  • Gland Pharma Ltd

  • CSB Bank Ltd

  • Varun Beverages Ltd

  • Ultratech Cement Ltd

  • Dabur India Ltd

  • Tata Consultancy Services Ltd

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Plastic Products

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Cement & Construction Materials

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Fund Manager

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AAA

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About Sundaram Debt Oriented Hybrid Fund

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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 ₹31.71 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 down ₹-0.03(-0.15%)yesterday to ₹22.2305.

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

The Sundaram Debt Oriented Hybrid Fund is managed by Sandeep Agarwal and Rahul Baijal.

Fund House Contact

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

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