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    • Sundaram Debt Oriented Hybrid Fund (Growth)

    Formerly Sundaram MIP - Aggressive Gr

    Sundaram Mutual Fund

    Sundaram Debt Oriented Hybrid Fund (Growth)

    HybridConservative Hybrid

    23.1924

    NAV (Sep 23)

    6.2%
    5 Year CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in conservative hybrid mutual funds.

    However, Scripbox does not recommend investing in conservative hybrid mutual funds.

    Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

    They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    11 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    32 Cr. Negligible within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    23.1924

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    18.2%
    Last 3Y
    7.3%
    Last 5Y
    6.2%
    Last 10Y
    8.3%
    Since Inception
    7.6%
    6 Month CAGR
    10.2%
    info-icon-blue

    Scheme Information

    Investment Objective

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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    2.16
    Launched (11y ago)
    Mar 08, 2010
    AUM in Crores
    31.835
    ISIN
    INF903J01HB0
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 85+15 - ConservativeTR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Dwijendra Srivastava

    Fund Manager

    user-avatar

    Rahul Baijal

    Fund Manager

    user-avatar

    Rohit Seksaria

    Fund Manager

    user-avatar

    Sandeep Agarwal

    Fund Manager

    user-avatar

    Siddharth Chaudhary

    Fund Manager

    user-avatar

    S Krishnakumar

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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 before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Sundaram Asset Management Company Ltd

    Sundaram Asset Management Company Ltd manages assets worth 35,508 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

    amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.1%

    7.3%

    top-ranked-badge

    18.9%

    12.5%

    top-ranked-badge

    4.9%

    5.6%

    top-ranked-badge

    4.9%

    5.6%

    top-ranked-badge

    9.7%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Sundaram Debt Oriented Hybrid Fund (G)

    About Sundaram Debt Oriented Hybrid Fund (G)

    Sundaram Debt Oriented Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.6% over a period of 11 years. The fund was previously known as Sundaram MIP - Aggressive Gr . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rahul Baijal, Rohit Seksaria, Sandeep Agarwal, Siddharth Chaudhary, S Krishnakumar

    Sundaram Debt Oriented Hybrid Fund (G) Investment Objective

    To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Debt Oriented Hybrid Fund (G) NAV,AUM,Risk

    The Sundaram Debt Oriented Hybrid Fund (G) fund was launched on Mar 08, 2010. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-09-23 is ₹23.19. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹31.835. The category risk of the Sundaram Debt Oriented Hybrid Fund (G) fund is Moderate Risk. The fund charges 2.16 % as expense ratio.

    Sundaram Debt Oriented Hybrid Fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 74.5% in this asset class. The top three holdings of the fund are , 6.64% govt stock 2035 , 6.10% govt stock 2031 , rural electrification corporation limited , hdfc bank limited , reliance industries limited , housing development finance corporation limited , housing and urban development corporation limited (hudco) , 6.67% govt stock 2035 , power finance corporation limited , treps , icici bank ltd , hdfc bank ltd , cash and other net current assets^ , larsen & toubro ltd , bharat petroleum corp ltd , procter & gamble hygiene and health care ltd , hcl technologies ltd , infosys ltd , axis bank ltd , mindtree ltd , bharti airtel ltd , astral ltd , indraprastha gas ltd , reliance industries ltd , pi industries ltd , state bank of india , cipla ltd , varun beverages ltd , ashok leyland ltd , gland pharma ltd , csb bank ltd ordinary shares , ultratech cement ltd , dabur india ltd , tata consultancy services ltd , reverse repo

    Sundaram Debt Oriented Hybrid Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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