• 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

23.7134

NAV (Jan 21)

6.3%
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

35 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

23.7134

NAV (Jan 21)

Fund Returns

Last 1Y

13.4%

Last 3Y

7.4%

Last 5Y

6.3%

Last 10Y

8.6%

Since Inception

7.5%

6 Month CAGR

9.3%

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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

34.176

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

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Rahul Baijal

Fund Manager

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Rohit Seksaria

Fund Manager

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Sandeep Agarwal

Fund Manager

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Siddharth Chaudhary

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,416 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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

    5%

    7.5%

    4.5%

    5.4%

    5.3%

    6.9%

    4.5%

    5.4%

    21.6%

    16%

    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
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    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 7.5% 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.

    Nav of Sundaram Debt Oriented Hybrid Fund (G) as of 21/01/2022 is ₹23.71 with the total AUM as of 24/01/2022 is ₹34.176. 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

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