Sundaram Asset Management Company Limited

Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

HybridConservative Hybrid Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return8.5%
  • 3 yr return9.8%
  • 5 yr return6.7%
  • Expense Ratio2.16%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees29.8
  • NAVRupees25.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Generate Income And Capital Appreciation Through Investments Predominantly In Fixed Income Securities And In Equity And Equity Related Instruments.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • TREPS 24.2
  • Reverse Repo 18.5
  • 7.26% Central Government Securities 06/02/2033 16.8
  • 7.18% Central Government Securities - 14/08/2033 16.8
  • ICICI Bank Ltd 3.8
  • HDFC Bank Ltd 2.5
  • Larsen & Toubro Ltd 2.5
  • Reliance Industries Ltd 1.6
  • Axis Bank Ltd 1.6
  • Varun Beverages Ltd 1.5
  • Sun Pharmaceutical Industries Ltd 1.1
  • Sectors %
  • Cash/Deposits/Margins/Treps/Repo/Swaps43.6
  • Govt-Sec33.7
  • Banks8.8
  • Construction2.5
  • Internet and Technology2

Fund House