• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Debt Oriented Hybrid Fund (Growth)

Formerly Sundaram MIP - Aggressive Gr

Sundaram Mutual Fund

Sundaram Debt Oriented Hybrid Fund (Growth)

HybridConservative Hybrid

23.0273

NAV (Jun 23)

4.8%
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

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

Relative Size

32 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

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

Scripbox Recommended Equity Funds

Want the floating rate funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.0273

NAV (Jun 23)

Fund Returns

Last 1Y

6.5%

Last 3Y

7%

Last 5Y

4.8%

Last 10Y

7.9%

Since Inception

7%

6 Month CAGR

-2.5%

Scheme Information

Investment Objective

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

Expense Ratio

2.16

Launched (12y ago)

Mar 08, 2010

AUM in Crores

31.687

ISIN

INF903J01HB0

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Dwijendra Srivastava

Fund Manager

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Sandeep Agarwal

Fund Manager

Ashish Aggarwal

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-06-23

Top Stock Holdings

treps

42.2%
42.2%

5.22 6/15/2025 12:00:00 am

15%
15%

6.1 7/12/2031 12:00:00 am

14.3%
14.3%

indian oil corporation limited

6.2%
6.2%

piramal capital & housing finance limited

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

6.7%
6.7%

industrials

2.5%
2.5%

consumer defensive

2%
2%

energy

1.8%
1.8%

healthcare

1.7%
1.7%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 52,588 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    4.5%

    5.4%

    4.5%

    5.4%

    5.3%

    6.9%

    4.7%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Debt Oriented Hybrid Fund (G) Review

    Sundaram Debt Oriented Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7% over a period of 12 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 Ashish Aggarwal, Dwijendra Srivastava, Rohit Seksaria, Sandeep Agarwal, S. Bharath.

    Nav of Sundaram Debt Oriented Hybrid Fund (G) as of 6/23/2022 is ₹23.03 with the total AUM as of 6/24/2022 is ₹31.687. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Debt Oriented Hybrid Fund (G) was launched on Mar 08, 2010. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Sundaram Debt Oriented Hybrid Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Sundaram Debt Oriented Hybrid Fund (G)?

    Sundaram Debt Oriented Hybrid Fund (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Debt Oriented Hybrid Fund (G)?

    You can invest in Sundaram Debt Oriented Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Debt Oriented Hybrid Fund (G)?

    The minimum sip amount for Sundaram Debt Oriented Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Sundaram Debt Oriented Hybrid Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Debt Oriented Hybrid Fund (G) is a Not Recommended fund. You can investSundaram Debt Oriented Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Debt Oriented Hybrid Fund (G)?

    The expense ratio of the Sundaram Debt Oriented Hybrid Fund (G) is 2.16% for regular plan.