• 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

27.0368

NAV (Feb 28)

7.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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 ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

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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

27.0368

NAV (Feb 28)

Fund Returns

Last 1Y
11.9%
Last 3Y
8.9%
Last 5Y
7.3%
Last 10Y
8.7%
Since Inception
7.4%
6 Month CAGR
6%

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
2.17
Launched (14y ago)
Mar 08, 2010
AUM in Crores
31.510
ISIN
INF903J01HB0
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
5
Standard Deviation (5yr)
6.2
Beta (3yr)
0.98
Beta (5yr)
1.1
Sharpe Ratio (3yr)
0.734
Sharpe Ratio (5yr)
0.306
YTM
7.03346
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

AssetReturnsTotal CorpusGainsCAGR
Sundaram Debt Oriented Hybrid Fund (Growth)70%8,74,154 1,41,5427.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-28

Top Stock Holdings

treps

32.6%
32.6%

7.18% govt stock 2033

29.5%
29.5%

7.3% govt stock 2053

16.7%
16.7%

icici bank ltd

3.3%
3.3%

reliance industries ltd

2.3%
2.3%
See all holdings

Allocation by Sector

financial services

7.8%
7.8%

technology

2.4%
2.4%

consumer defensive

2.3%
2.3%

energy

2.3%
2.3%

healthcare

2%
2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 31,196 cr

₹ 10,349 cr

₹ 8,516 cr

₹ 1,677 cr

₹ 1,455 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 71,995 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

11.9%

8.7%

21.3%

20.8%

19%

12.9%

17.3%

14.8%

11.2%

7.6%

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 7.4% over a period of 13 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 2/28/2024 is ₹27.04 with the total AUM as of 2/29/2024 is ₹31.51. 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 instruments 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 2.17% for regular plan.