Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

2
Conservative NAV 26.2877 0 07 December, 2023

Fund Details

Category Conservative
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 March, 2010
Benchmark CRISIL Hybrid 85+15 Conservative TRI
Asset Size(Cr) 28.157100000000003
ISIN No. INF903J01HB0
Turn over 252%
Min Investment ₹ 5000
Min SIP Investment ₹ 250
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 2.17
Fund Manager Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Ashish Aggarwal
Fund House Sundaram Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W 0.71% 0.5% 0.55%
1 M 1.8% 2.56% 1.65%
3 M 2.16% 3.36% 1.97%
6 M 3.19% 6.35% 2.89%
1 Y 6.11% 7.87% 5.59%
2 Y 8.42% 4.87% 7.5%
3 Y 9.9% 4.97% 10.34%
5 Y 5.39% 7.61% 6.5%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 5.04 1.1 1.6 0.62
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 22.06%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 6.11% 9.9% 5.39%
Nippon India Hybrid Bond Fund-Growth Plan 9.1% 8.66% 3.62%
DSP Regular Savings Fund- Regular Plan - Growth 9.36% 7.88% 7.12%
Axis Regular Saver Fund - Regular Plan - Growth Option 6% 7.34% 6.95%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 43.8% 7.17% 7.17%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully