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Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.73

as on 02 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,213 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

  • ₹ 25.133

    as on 02 Jun 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 30 Cr.

    as on 31 Mar 2023
  • 2.17%

  • 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 ₹ 25.133 as on 02 Jun 2023.

This fund has 13 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.17%. 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 Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • 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 Ashish Agarwal

    Picture of Ashish Agarwal
  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • 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 Ashish Agarwal

    Picture of Ashish Agarwal

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High 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 2.03% 4.73% 4.63% 14.16% 14.67% 15.01% 9.62% 9.83% 11.95% 12.72% 13.57% 10.94% 9.41%
Category Average 1.30% 3.31% 2.68% 7.89% 6.90% 9.65% 6.94% 8.05% 8.64% 6.53% 7.65% 7.69% 7.47%
Sundaram Debt Oriented Hybrid Fund 1.25%₹ 10,124 3.70%₹ 10,369 2.60%₹ 10,260 8.10%₹ 10,810 8.53%₹ 12,546 8.11%₹ 11,687 6.60%₹ 25,664 9.73%₹ 13,213 7.91%₹ 40,565 5.84%₹ 13,284 7.41%₹ 72,327 7.64%₹ 20,892 7.07%₹ 1,72,682
ICICI Prudential Regular Savings Fund 1.34%₹ 10,134 3.49%₹ 10,349 2.47%₹ 10,246 8.15%₹ 10,815 8.10%₹ 12,519 7.10%₹ 11,471 6.66%₹ 25,680 9.99%₹ 13,305 7.69%₹ 40,433 8.49%₹ 15,037 8.46%₹ 74,247 9.79%₹ 25,472 9.07%₹ 1,91,842
SBI Debt Hybrid Fund 2.03%₹ 10,203 4.73%₹ 10,472 3.95%₹ 10,394 10.33%₹ 11,033 11.09%₹ 12,707 8.62%₹ 11,797 8.41%₹ 26,128 12.96%₹ 14,412 9.91%₹ 41,776 9.08%₹ 15,452 10.21%₹ 77,564 8.95%₹ 23,582 9.10%₹ 1,92,091
Kotak Debt Hybrid 1.94%₹ 10,193 4.71%₹ 10,470 3.50%₹ 10,350 10.32%₹ 11,031 10.75%₹ 12,686 7.69%₹ 11,597 7.61%₹ 25,923 12.23%₹ 14,136 9.16%₹ 41,315 9.62%₹ 15,833 10.11%₹ 77,361 9.40%₹ 24,571 9.41%₹ 1,95,229
HDFC Hybrid Debt Fund 1.53%₹ 10,153 4.69%₹ 10,469 3.98%₹ 10,397 11.28%₹ 11,127 11.95%₹ 12,761 8.26%₹ 11,719 8.63%₹ 26,187 13.38%₹ 14,573 10.14%₹ 41,917 8.90%₹ 15,325 9.87%₹ 76,910 9.24%₹ 24,217 8.93%₹ 1,90,431
Aditya Birla Sun Life Regular Savings Fund 1.54%₹ 10,153 3.46%₹ 10,346 2.53%₹ 10,252 8.19%₹ 10,819 8.35%₹ 12,534 7.48%₹ 11,552 6.61%₹ 25,669 13.42%₹ 14,592 8.95%₹ 41,187 7.31%₹ 14,237 8.85%₹ 74,971 9.83%₹ 25,566 8.60%₹ 1,87,127

Portfolio Holdings

Portfolio holdings pattern of Sundaram Debt Oriented Hybrid Fund as on 05 Jun 2023 are listed below:

  • Equity Holdings:

    21.75%
  • Debt Holdings:

    42.99%
  • Others Holdings:

    35.25%

Top Sector Holdings of Sundaram Debt Oriented Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 8.59% ₹ 2.54 Cr.
Engineering, designing, construction 2.15% ₹ .64 Cr.
Refineries/Marketing 1.69% ₹ .50 Cr.
Pharmaceuticals 1.58% ₹ .47 Cr.
Computers - Software 1.57% ₹ .47 Cr.
Others 84.42% -

Top Stock Holdings of Sundaram Debt Oriented Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 3.76% ₹ 1.11 Cr.
HDFC Bank Ltd. 2.67% ₹ .79 Cr.
Larsen & Toubro Ltd. 2.15% ₹ .64 Cr.
Reliance Industries Ltd. 1.69% ₹ .50 Cr.
Axis Bank Ltd. 1.48% ₹ .44 Cr.
Others 88.25% -

Top Debt Instrument Type holdings of Sundaram Debt Oriented Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 33.65% ₹ 9.96 Cr.
NCD & Bonds 9.34% ₹ 2.77 Cr.
Others 57.01% -

Top Debt Holdings of Sundaram Debt Oriented Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 33.65% ₹ 9.96 Cr.
Bond - Indian Oil Corporation Ltd. 6.64% ₹ 1.97 Cr.
Bond - Piramal Capital and Housing Finance Ltd. 2.70% ₹ .80 Cr.
Others 57.01%

Other Holdings

Holding TypeHolding Percentage
TREPS 31.42%
Reverse Repo 3.25%
Net Receivables 0.58%