FAQ : Sundaram Debt Oriented Hybrid Fund - Growth

Sundaram Debt Oriented Hybrid Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 10.43 9.02 6.99 6.8
Average Rolling Returns(%) 8.70 8.29 7.79 7.73

The Current NAV of Sundaram Debt Oriented Hybrid Fund - Growth is ₹27.11.

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 fund’s expense ratio is 2.00%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Debt Oriented Hybrid Fund - Growth is currently ₹32 Crores.

The Top three stocks are ICICI Bank, Larsen & Toubro and HDFC Bank and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 17% of fund’s portfolio respectively.

Top three sectors of Sundaram Debt Oriented Hybrid Fund - Growth fund are Others, Miscellaneous and BFSI accounting for 89% 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 Fund is Hybrid - Conservative Hybrid Fund.

S. Bharath and Ashish Agarwal manage the Sundaram Debt Oriented Hybrid Fund - Growth Fund.

Sundaram Debt Oriented Hybrid Fund - Growth current PE ratio is 34.70 and PB ratio is 6.13

The asset allocation of Sundaram Debt Oriented Hybrid Fund - Growth is Stocks : 19.83%, Debt : 80.15% and Gold : 0.25%

The minimum SIP amount for Sundaram Debt Oriented Hybrid Fund - Growth is ₹250.00 and minimum lumpsum is ₹5000.00

The exit load for Sundaram Debt Oriented Hybrid Fund - Growth is Nil

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