Formerly Sundaram Debt Oriented Hybrid HY DR
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.
11 Years. The Fund has Sufficient history for analysis and the track record is good.
34 Cr. Medium within the category
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Low to Moderate
Mar 08, 2010
Launched (11y ago)
AUM in Crores
CRISIL Hybrid 85+15 - ConservativeTR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
Comparison with Hybrid Funds
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 32,707 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.
₹ 1,462 Cr
₹ 386 Cr
₹ 3,657 Cr
₹ 3,657 Cr
₹ 1,034 Cr
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Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-6M) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.2% over a period of 11 years .The fund was previously known as Sundaram Debt Oriented Hybrid HY DR.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
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.
The Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-6M) fund was launched on Mar 08, 2010. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-05-06 is ₹ 14.387. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 33.393. The category risk of the Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-6M) fund is Moderate Risk. The fund charges 2.18 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 67.9% in this asset class. The top three holdings of the fund are 5.85% govt stock 2030,rural electrification corporation limited and housing development finance corporation limited
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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-6M) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-6M) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.