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Sundaram Debt Oriented Hybrid Fund Direct Growth

Hybrid | Conservative Hybrid Fund

(NAV as of 16/04/2024)
29.41 (-0.16)

3Y Returns

9.6%

Min SIP

250

Min Lumpsum

5000

Expense Ratio

1.26%

Fund Size

28 Cr

Inception Date

08-Jan-13

Fund Manager

S. Bharath

Exit Load

Nil.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

22.90%

Debt & Others

77.10%

Market Cap Allocation

Large Cap

22.05%

Mid Cap

0.85%

Small Cap

0.00%

Other Cap

77.10%

Sector Allocation

Govt-Sec

44.54%

Cash/Deposits/Margins/Treps/Repo/Swaps

35.41%

Banks

7.52%

Construction

2.76%

Internet and Technology

2.22%

Top Ten Holdings

7.18% Central Government Securities 14/08/2033

44.54%

TREPS

33.34%

ICICI Bank Ltd

3.26%

Larsen & Toubro Ltd

2.76%

Cash/Bank/Net Current Assets/(Liabilities)

2.07%

Investment Objective

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

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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