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Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.52

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,789 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

  • ₹ 23.791

    as on 21 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 32 Cr.

    as on 21 Oct 2021
  • 2.18%

    since 31 May 2021
  • 25 Jan 2010

  • Hybrid - Conservative Hybrid Fund

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds

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 ₹ 23.791 as on 21 Oct 2021.

This fund has 11 years of track record. Since 31 May 2021 expense ratio of this fund is 2.18%. 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 6.81% 9.62% 13.31% 22.28% 15.21% 14.18% 9.44% 10.84% 24.19% 19.57% 16.38% 12.28% 10.83%
Category Average 1.22% 4.33% 8.22% 15.31% 10.33% 9.37% 7.15% 8.98% 14.85% 13.82% 11.37% 8.71% 8.64%
Sundaram Debt Oriented Hybrid Fund 6.81%₹ 10,681 9.62%₹ 10,961 13.31%₹ 11,331 19.06%₹ 11,905 24.19%₹ 13,515 12.29%₹ 12,624 17.37%₹ 28,474 8.52%₹ 12,789 12.71%₹ 43,520 6.27%₹ 13,553 8.61%₹ 74,546 8.57%₹ 22,773 8.49%₹ 1,86,076
SBI Debt Hybrid Fund 1.79%₹ 10,178 4.79%₹ 10,478 9.78%₹ 10,978 20.72%₹ 12,072 18.56%₹ 13,171 13.57%₹ 12,915 17.92%₹ 28,618 12.67%₹ 14,316 14.86%₹ 44,893 8.39%₹ 14,966 10.88%₹ 78,888 9.98%₹ 25,919 9.95%₹ 2,00,986
HDFC Hybrid Debt Fund 1.98%₹ 10,198 4.74%₹ 10,473 11.32%₹ 11,131 22.28%₹ 12,228 20.38%₹ 13,283 13.56%₹ 12,912 18.30%₹ 28,719 11.73%₹ 13,958 14.51%₹ 44,664 8.22%₹ 14,845 10.64%₹ 78,417 9.98%₹ 25,902 9.97%₹ 2,01,140
Aditya Birla Sun Life Regular Savings Fund 0.29%₹ 10,029 4.33%₹ 10,432 8.54%₹ 10,853 22.17%₹ 12,217 17.36%₹ 13,097 11.83%₹ 12,520 17.81%₹ 28,591 10.64%₹ 13,555 13.73%₹ 44,167 7.41%₹ 14,296 9.57%₹ 76,358 10.63%₹ 27,482 10.18%₹ 2,03,479
Aditya Birla Sun Life Regular Savings Fund 0.29%₹ 10,029 4.33%₹ 10,432 8.54%₹ 10,853 22.17%₹ 12,217 17.36%₹ 13,097 11.83%₹ 12,520 17.81%₹ 28,591 10.64%₹ 13,555 13.73%₹ 44,167 7.41%₹ 14,296 9.57%₹ 76,358 10.63%₹ 27,482 10.18%₹ 2,03,479
UTI Regular Savings Fund 3.24%₹ 10,324 8.29%₹ 10,828 12.72%₹ 11,271 22.28%₹ 12,228 22.91%₹ 13,437 12.73%₹ 12,725 19.57%₹ 29,058 9.72%₹ 13,219 14.23%₹ 44,485 8.13%₹ 14,787 10.19%₹ 77,550 9.83%₹ 25,562 9.67%₹ 1,98,045

Portfolio Holdings

Portfolio holdings pattern of Sundaram Debt Oriented Hybrid Fund as on 22 Oct 2021 are listed below:

  • Equity Holdings:

    22.74%
  • Debt Holdings:

    54.10%
  • Others Holdings:

    23.18%

Top Sector Holdings of Sundaram Debt Oriented Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 8.97% ₹ 2.83 Cr.
Computers - Software 3.80% ₹ 1.20 Cr.
Personal care 2.12% ₹ .67 Cr.
Refineries/Marketing 1.85% ₹ .58 Cr.
Engineering, designing, construction 1.40% ₹ .44 Cr.
Others 81.86% -

Top Stock Holdings of Sundaram Debt Oriented Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 3.65% ₹ 1.15 Cr.
HDFC Bank Ltd. 2.52% ₹ .80 Cr.
Larsen & Toubro Ltd. 1.40% ₹ .44 Cr.
Bharat Petroleum Corporation Ltd. 1.34% ₹ .42 Cr.
Infosys Ltd. 1.30% ₹ .41 Cr.
Others 89.79% -

Top Debt Instrument Type holdings of Sundaram Debt Oriented Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 38.31% ₹ 12.09 Cr.
GOI 15.79% ₹ 4.98 Cr.
Others 45.90% -

Top Debt Holdings of Sundaram Debt Oriented Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 15.79% ₹ 4.98 Cr.
Bond - Rural Electrification Corporation Limited 7.19% ₹ 2.27 Cr.
Bond - Housing Development Finance Corporation Ltd. 6.53% ₹ 2.06 Cr.
Bond - Housing & Urban Development Corporation Ltd. 6.53% ₹ 2.06 Cr.
Bond - Reliance Industries Ltd. 6.51% ₹ 2.06 Cr.
Others 57.45%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 12.67%
TREPS 9.05%
Net Receivables 1.46%