Sundaram Debt Oriented Hybrid Fund Add to compare
18.8164
-0.0036
(-0.02%)
1 day change as on 21 Jun 2018
Investment Objective: To generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 137.94
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 5000
Launch Date Fund Manager Last Dividend
08-03-2010 S Krishnakumar,Dwijendra Srivastava,Siddharth Chaudhary,Sandeep Agarwal,Rohit Seksaria 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 85+15 - Conservative Index sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Debt Oriented Hybrid Fund 134.83 -0.45 -0.31 -2.26 2.95 7.76 9.63 7.92
Indiabulls Savings Income Fund 104.16 -0.11 -1.00 2.54 12.23 -- -- 9.99
UTI Regular Savings Fund 2604.70 0.89 2.47 1.96 6.66 8.73 10.99 9.97
Sundaram Regular Savings Fund 46.23 0.28 1.66 2.48 6.49 8.04 6.86 6.52
ICICI Prudential Ultra Short Term Fund 2547.24 0.70 1.54 3.31 6.45 8.20 8.44 8.37
Axis Regular Saver Fund 370.55 1.01 1.79 1.42 6.17 6.94 9.42 8.22
Top 10 Holdings
Company Name Sector Name Asset %
8.85 HDFC Bank Ltd. Financial Services 7.34
CBLO(CCIL) Current Assets 5.09
Cash Current Assets 4.34
9.3 Power Grid Corporation of India Ltd. Sep 4 2024 Energy 3.83
9.75 Rural Electrification Corporation Nov 11 2021 Financial Services 3.83
 
Company Name Sector Name Asset %
8.76 Export-Import Bank of India Ltd. Feb 14 2023 Financial Services 3.73
8.8 Cholamandalam Investment and Finance Company Ltd. Jun 15 2027 Financial Services 3.6
8.75 Axis Bank Ltd. Financial Services 3.59
9.843 IOT Utkal Energy Services Ltd. Jun 20 2019 Energy 3.03
9.63 Rural Electrification Corporation Feb 5 2019 Financial Services 2.54
AUM Movement
Asset Allocation