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 return2.9%
  • 3 yr return7.5%
  • 5 yr return5.2%
  • Expense Ratio2.16%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees30.7
  • NAVRupees24.3

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 20.4
  • Cash and Other Net Current Assets 17.1
  • 7.26% Central Government Securities 22/08/2032 16.1
  • 6.54% Central Government Securities 17/01/2032 15.3
  • Indian Oil Corporation Ltd - 5.84% - 19/04/2024** 6.3
  • ICICI Bank Ltd 3.6
  • Piramal Capital & Housing Finance Ltd - 6.75% - 26/09/2031** 2.6
  • HDFC Bank Ltd 2.6
  • Larsen & Toubro Ltd 2
  • Reliance Industries Ltd 1.7
  • Axis Bank Ltd 1.5
  • Sectors %
  • Cash/Deposits/Margins/Treps/Repo/Swaps37.6
  • Govt-Sec31.5
  • Banks8.6
  • Commodity6.3
  • Finance2.6

Fund House