Sundaram Debt Oriented Hybrid Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.24%)Nav, as on 22-09-2023

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  • Net Change on 22-09-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 4.29 7.66 7.20 9.36 6.45 7.21
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 7.20 9.36 6.45 2.17 29.80
SBI Conservative Hybrid Fund - REGULAR PLAN - GROWTH Mar 23, 2001 10.53 12.61 10.28 1.11 8,690.82
ICICI Prudential Regular Savings Fund - Plan - Growth Mar 30, 2004 8.80 9.60 9.15 1.72 3,277.91
HDFC Hybrid Debt Fund - Growth Dec 26, 2003 11.66 12.72 9.61 1.80 2,864.87
Kotak Debt Hybrid - Growth Dec 02, 2003 9.67 11.37 10.36 1.76 1,974.79
UTI - Regular Savings Fund - Regular Plan - Growth Option Dec 16, 2003 8.59 11.33 7.36 1.80 1,569.76

Fund Holdings as on 31-August-2023

  • TREPS

  • Reverse Repo

  • 7.26% Central Government Securities 06/02/2033

  • 7.18% Central Government Securities - 14/08/2033

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Varun Beverages Ltd

  • Sun Pharmaceutical Industries Ltd

  • Cash and Other Net Current Assets^

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Ashok Leyland Ltd

  • Astral Ltd

  • Cipla Ltd

  • HCL Technologies Ltd

  • State Bank of India

  • PI Industries Ltd

  • United Spirits Ltd

  • LTIMindtree Ltd

  • Ultratech Cement Ltd

  • Indraprastha Gas Ltd

  • Jio Financial Services Ltd

  • Bharti Airtel Ltd

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  • Miscellaneous

  • Bank - Private

  • Engineering - Construction

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Consumer Food

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Plastic Products

  • Bank - Public

  • Pesticides & Agrochemicals

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Industrial Gases & Fuels

  • Finance - Stock Broking

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Fund Manager

  • Education:PGDBM
  • Experience:12
  • Basic Details:Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.
  • Funds Managed:
  • Sundaram Consumption Fund
  • Sundaram Consumption Fund
  • Sundaram Debt Oriented Hybrid Fund
  • Sundaram Global Brand Fund

  • Cash

  • Equity

  • 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 ₹29.80 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 ₹-0.06(-0.24%)yesterday to ₹25.6997.

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