Sundaram Debt Oriented Hybrid Fund- GROWTH

Fund Returns

NAV Rs. 19.58 -0.10 %
(as on Feb. 27, 2020)
1 yr Return 2.58 %
3 yr. Return 3.59 %
5 yr. Return 5.83 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 19.58 -0.10 %
(as on Feb. 27, 2020)
2.58 % 3.59 % 5.83 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date March 8, 2010
Fund Size Rs. 43.17 cr.
Category Hybrid | Conservative Hybrid Fund
Fund Manager Dwijendra Srivastava
AMC Sundaram Asset Management Company Limited
Fund Benchmark Crisil Hybrid 85+15 - Conservative Index
Risk Profile Moderately Conservative
Risk Rating 4 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 2.15 %
Exit load Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.68 1.45 6.14 2.58 3.59 5.83
Rank Within Category 17 111 None 114 58 50

Fund Schemes Concentrations

# of Securities 35
Top 10 Securities 82.14 %
Top 5 Securities 53.86 %
Top 3 Securities 35.17 %
# of Sectors 15
Top 10 Sectors 97.22 %
Top 5 Sectors 85.05 %
Top 3 Sectors 69.72 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home

Scheme Details

Launch Date March 8, 2010 Fund Size Rs. 43.17 cr.
Category Hybrid | Conservative Hybrid Fund Fund Manager Dwijendra Srivastava
AMC Sundaram Asset Management Company Limited Fund Benchmark Crisil Hybrid 85+15 - Conservative Index
Risk Profile Moderately Conservative Risk Rating 4 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 0.00 2.15 % Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.68 1.45 6.14 2.58 3.59 5.83
Rank Within Category 17 111 None 114 58 50

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Sundaram Debt Oriented Hybrid Fund- GROWTH 2.58 3.59 5.83 43.17
SBI Equity Hybrid Fund - Regular Plan -Growth 17.00 11.45 9.16 31,619.69
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 15.52 10.92 9.09 2,823.77
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 14.31 10.8 9.62 624.72
Axis Children's Gift Fund - Lock in - Growth 16.42 10.28 - 462.33
Axis Children's Gift Fund - without Lock in - Growth 16.41 10.28 - 462.33

Fund Schemes Concentrations

# of Securities 35
Top 10 Securities 82.14 %
Top 5 Securities 53.86 %
Top 3 Securities 35.17 %
# of Sectors 15
Top 10 Sectors 97.22 %
Top 5 Sectors 85.05 %
Top 3 Sectors 69.72 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home