Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 12.5 | 9.72 | 8.11 | 7.88 |
Average Rolling Returns(%) | 9.69 | 8.75 | 7.82 | 8.83 |
The Current NAV of Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan is ₹29.56.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan fund’s expense ratio is 1.20%
The process for redemption is
The AUM of Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan is currently ₹30 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 18% of fund’s portfolio respectively.
Top three sectors of Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan fund are Others, Miscellaneous and BFSI accounting for 88% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan Fund is Hybrid - Conservative Hybrid Fund.
S. Bharath and Ashish Agarwal manage the Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan Fund.
Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan current PE ratio is 35.88 and PB ratio is 6.49
The asset allocation of Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan is Stocks : 20.79%, Debt : 79.23% and Gold : 0.26%
The minimum SIP amount for Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan is ₹250.00 and minimum lumpsum is ₹5000.00
The exit load for Sundaram Debt Oriented Hybrid Fund - Growth - Direct Plan is Nil