Skip to main content
Scripbox Logo
fund-logo

Sundaram Debt Oriented Hybrid Fund (Growth)

Formerly Sundaram MIP - Aggressive Gr
Returns (5yrs)
5.2 %
Latest NAV
19.79

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
fund icon
Long Term Wealth
Inflation Beating Returns

Fund Information

as on 14th of August, 08:59 AM

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Fund Managers

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    Rahul Baijal
    profile-pic
    Rohit Seksaria
    profile-pic
    Sandeep Agarwal
    profile-pic
    Siddharth Chaudhary
    profile-pic
    S Krishnakumar
  • expense-ratio
    Expense Ratio
    1.35
    benchmark
    Benchmark
    CRISIL Hybrid 85+15 - ConservativeTR INR
  • Aum image
    AUM
    ₹ 32.86 Crores
    ISIN
    ISIN
    INF903J01HB0
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 08:59 AM

Top Holding

6.19% Govt Stock 2034
11%
State Bank Of India
8%
Rural Electrification Corporation Limited
7%
Housing And Urban Development Corporation Limited (Hudco)
6%
Housing Development Finance Corporation Limited
6%

Top Sectors

Financial Services
7%
Consumer Defensive
4%
Technology
2%
Energy
2%
Communication Services
2%

Allocation

Debt
74%
Equity
21%
Others
6%

Investment Return Calculator

as on 14th of August, 08:59 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 08:59 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Debt Oriented Hybrid Fund Growth is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.2% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, Rahul Baijal, Rohit Seksaria, Sandeep Agarwal, Siddharth Chaudhary, S Krishnakumar. To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. The fund charges 1.35000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.