Fund Overview Growth | Direct 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 Direct Plan - Growth 19.86 19.19 12.78 9.88 8.22 8.42
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 Direct Plan - Growth Jan 08, 2013 Unrated 12.78 9.88 8.22 1.09 31.51
SBI Conservative Hybrid Fund - DIRECT PLAN - GROWTH Jan 07, 2013 15.32 10.99 11.47 0.62 9,481.73
ICICI Prudential Regular Savings Fund - Direct Plan - Growth Jan 03, 2013 14.97 10.03 10.54 0.91 3,380.78
HDFC Hybrid Debt Fund - Growth - Direct Plan Jan 01, 2013 18.06 11.84 11.34 1.26 3,054.71
Kotak Debt Hybrid - Growth - Direct Jan 01, 2013 19.29 12.49 13.31 0.50 2,249.29
UTI Conservative Hybrid Fund - Direct Plan - Growth Option Jan 01, 2013 14.21 10.53 9.10 1.20 1,576.48

Fund Holdings as on 31-January-2024

  • 7.18% Central Government Securities 14/08/2033

  • TREPS

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Cash and Other Net Current Assets^

  • HDFC Bank Ltd

  • Varun Beverages Ltd

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bharti Airtel Ltd

  • HCL Technologies Ltd

  • Infosys Ltd

  • State Bank of India

  • Cipla Ltd

  • Ultratech Cement Ltd

  • LTIMindtree Ltd

  • United Spirits Ltd

  • Grasim Industries Ltd

  • Corporate Debt Market Development Fund - Class A2

  • Bharti Airtel Ltd - Partly Paid Right Shares

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  • Miscellaneous

  • Bank - Private

  • Engineering - Construction

  • IT - Software

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Refineries

  • Telecommunication - Service Provider

  • Bank - Public

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Diversified

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Fund Manager

  • Cash

  • Equity

  • Rights

  • Sovereign

  • Unrated

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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-Jan-2013 and currently has an AUM of ₹31.51 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 ₹-0.01(-0.05%)yesterday to ₹29.4853.

Among its top 3 holdings the fund has exposure to 7.18% Central Government Securities 14/08/2033, 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