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Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.10

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,287 today.

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NAV Performance

Sundaram Debt Oriented Hybrid Fund performance graph for last 3 years
Performance of Sundaram Debt Oriented Hybrid Fund for last 3 Years

Fund Information

  • ₹ 23.099

    as on 28 Jun 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 34 Cr.

    as on 31 Dec 2021
  • 2.16%

  • 25 Jan 2010

  • Hybrid - Conservative Hybrid Fund

  • Nifty 50

  • Sundaram Mutual Fund

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Highlights of this fund

Sundaram Debt Oriented Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Conservative Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 25 Jan 2010. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Hybrid funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 23.099 as on 28 Jun 2022.

This fund has 12 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.16%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 250. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

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

List of Fund Managers of Sundaram Debt Oriented Hybrid Fund

  • About Sandeep Agarwal

    Picture of Sandeep AgarwalMr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
  • About Rahul Baijal

    Picture of Rahul BaijalMr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.40% 16.46% 16.25% 20.79% 17.94% 12.91% 8.22% 10.14% 27.49% 20.00% 16.98% 10.06% 9.25%
Category Average -0.40% -1.03% -0.82% 4.27% 9.25% 7.10% 5.95% 8.25% -0.10% 5.35% 6.83% 6.34% 7.25%
Sundaram Debt Oriented Hybrid Fund -0.43%₹ 9,956 -1.93%₹ 9,807 -2.41%₹ 9,758 6.65%₹ 10,665 0.42%₹ 12,027 9.25%₹ 11,942 6.41%₹ 25,617 7.10%₹ 12,287 7.45%₹ 40,293 4.96%₹ 12,741 5.83%₹ 69,523 7.88%₹ 21,355 6.84%₹ 1,70,623
Kotak Debt Hybrid -0.64%₹ 9,935 -2.45%₹ 9,755 -2.50%₹ 9,750 3.56%₹ 10,356 -2.22%₹ 11,856 11.43%₹ 12,424 5.82%₹ 25,467 9.78%₹ 13,234 8.55%₹ 40,950 7.62%₹ 14,436 8.64%₹ 74,602 9.49%₹ 24,765 8.96%₹ 1,90,744
Canara Robeco Conservative Hybrid Fund -0.15%₹ 9,985 -2.19%₹ 9,780 -2.30%₹ 9,770 1.74%₹ 10,174 -2.31%₹ 11,850 8.62%₹ 11,803 4.02%₹ 25,009 8.52%₹ 12,782 6.80%₹ 39,904 7.36%₹ 14,265 7.74%₹ 72,932 8.66%₹ 22,948 8.08%₹ 1,82,081
SBI Debt Hybrid Fund -0.50%₹ 9,950 -0.79%₹ 9,920 -1.56%₹ 9,843 5.27%₹ 10,526 0.70%₹ 12,045 12.51%₹ 12,667 7.59%₹ 25,919 9.61%₹ 13,171 9.49%₹ 41,523 6.98%₹ 14,018 8.64%₹ 74,603 9.23%₹ 24,181 8.66%₹ 1,87,708
ICICI Prudential Regular Savings Fund -0.44%₹ 9,955 -0.99%₹ 9,901 -0.25%₹ 9,975 5.06%₹ 10,506 1.15%₹ 12,074 9.84%₹ 12,071 5.95%₹ 25,500 8.38%₹ 12,731 7.67%₹ 40,422 7.72%₹ 14,509 7.97%₹ 73,363 10.12%₹ 26,239 9.25%₹ 1,93,598
HDFC Hybrid Debt Fund -0.49%₹ 9,951 -1.94%₹ 9,806 -1.15%₹ 9,884 3.19%₹ 10,319 -0.80%₹ 11,948 12.24%₹ 12,605 6.90%₹ 25,743 7.91%₹ 12,569 8.55%₹ 40,951 6.41%₹ 13,644 7.78%₹ 73,001 9.12%₹ 23,949 8.35%₹ 1,84,704

Portfolio Holdings

Portfolio holdings pattern of Sundaram Debt Oriented Hybrid Fund as on 29 Jun 2022 are listed below:

  • Equity Holdings:

    18.09%
  • Debt Holdings:

    66.23%
  • Others Holdings:

    15.66%

Top Sector Holdings of Sundaram Debt Oriented Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 6.33% ₹ 2.17 Cr.
Computers - Software 3.02% ₹ 1.02 Cr.
Engineering, designing, construction 1.64% ₹ .56 Cr.
Refineries/Marketing 1.55% ₹ .53 Cr.
Personal care 1.18% ₹ .40 Cr.
Others 86.28% -

Top Stock Holdings of Sundaram Debt Oriented Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 2.49% ₹ .85 Cr.
HDFC Bank Ltd. 2.14% ₹ .73 Cr.
Larsen & Toubro Ltd. 1.64% ₹ .56 Cr.
Procter & Gamble Hygiene & Health Care Ltd. 1.18% ₹ .40 Cr.
HCL Technologies Limited 1.07% ₹ .36 Cr.
Others 91.48% -

Top Debt Instrument Type holdings of Sundaram Debt Oriented Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 37.32% ₹ 12.68 Cr.
GOI 28.91% ₹ 9.82 Cr.
Others 33.77% -

Top Debt Holdings of Sundaram Debt Oriented Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 28.91% ₹ 9.82 Cr.
Bond - Rural Electrification Corporation Limited 6.54% ₹ 2.22 Cr.
Bond - HDFC Bank Ltd. 5.96% ₹ 2.03 Cr.
Bond - Housing & Urban Development Corporation Ltd. 5.95% ₹ 2.02 Cr.
Bond - Housing Development Finance Corporation Ltd. 5.94% ₹ 2.02 Cr.
Others 46.70%

Other Holdings

Holding TypeHolding Percentage
TREPS 18.35%
Reverse Repo 9.90%
Net Receivables -12.59%