Sundaram Debt Oriented Hybrid-IDCWQ

Fund Category: Conservative Hybrid

Fund Category Conservative Hybrid

Moderate Hybrid IDCW Quarterly

3 Morning Star

2 Value Research

NAV( 24 Jan 2023)

₹ 16.24
1.15%

Sundaram Debt Oriented Hybrid-IDCWQ

Invest now
Performance

7.56%3y Returns

-0.05% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    2.16%
  • Exit load

    0.0% NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 31 Cr
  • Plan

    REGULAR
  • Launch date

    25 Jan 2010
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 85+15 Conservative Index
  • ISIN

    INF903J01HD6
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Ashok Leyland Ltd. 0.53%
Astral Ltd. 0.55%
PI Industries Ltd. 0.44%
Bharti Airtel Ltd. 0.6%
Bharti Airtel Ltd. Rights 0.02%
Larsen & Toubro Ltd. 1.49%
Ultratech Cement Ltd. 0.37%
Bharat Petroleum Corporation Ltd. 1.08%
Indraprastha Gas Ltd. 0.43%
Reliance Industries Ltd. 0.55%
Reliance Industries Ltd. 5.83%
Housing & Urban Development Corporation Ltd. 5.86%
Housing Development Finance Corpn. Ltd. 5.84%
Power Finance Corporation Ltd. 3.8%
REC Ltd. 6.43%
Piramal Capital & Housing Finance Ltd. 3.07%
Axis Bank Ltd. 0.87%
CSB Bank Ltd. 0.45%
ICICI Bank Ltd. 2.64%
HDFC Bank Ltd. 2.24%
State Bank of India 0.56%
HDFC Bank Ltd. 5.87%
Varun Beverages Ltd. 0.44%
Procter & Gamble Hygiene & Health Care Ltd. 1.06%
Cipla Ltd. 0.47%
Gland Pharma Ltd. 0.43%
Infosys Ltd. 0.89%
MindTree Ltd. 0.84%
HCL Technologies Ltd. 0.91%
Tata Consultancy Services Ltd. 0.18%
Sectors
Company Allocation %
Automobile 0.53%
Construction 1.86%
Energy 7.89%
Consumer Staples 1.50%
Technology 2.82%
Financial 37.63%
Healthcare 0.90%
Chemicals 0.99%
Communication 0.62%
Risk Associated
Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    15
  • AUM

    ₹ 15,000 Cr
  • Highest Return

    13.09%
About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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