- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Debt Oriented Hybrid Fund (PIDCW-M)
Formerly Sundaram Debt Oriented Hybrid DP
Sundaram Debt Oriented Hybrid Fund (PIDCW-M)
₹ 13.3031
NAV (Sep 22)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.3031
NAV (Sep 22)
Fund Returns
Last 1Y | 7% |
Last 3Y | 8.7% |
Last 5Y | 5.3% |
Last 10Y | 7.4% |
Since Inception | 6.2% |
6 Month CAGR | 6% |
Scheme Information
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 (13y ago) | Mar 08, 2010 |
AUM in Crores | 28.406 |
ISIN | INF903J01HC8 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.3 |
Standard Deviation (5yr) | 5.9 |
Beta (3yr) | 0.89 |
Beta (5yr) | 1.03 |
Sharpe Ratio (3yr) | 0.804 |
Sharpe Ratio (5yr) | -0.019 |
YTM | 6.93032 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Debt Oriented Hybrid Fund (PIDCW-M) | 8,32,037 | 99,425 | 5.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
07.18 goi 2033
35.3%7.26% govt stock 2033
17.7%reverse repo
15.4%treps
5.9%icici bank ltd
4.2%Allocation by Sector
financial services
9.9%industrials
4.5%technology
2.3%healthcare
2%consumer defensive
2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 1,335 cr | ||
₹ 978 cr | ||
₹ 2,901 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 8.5% | ||
29.3% | 20.1% | ||
31.4% | 12.2% | ||
29.5% | 14.3% | ||
14.3% | 7.5% |
Sundaram Debt Oriented Hybrid Fund (PIDCW-M) Review
Sundaram Debt Oriented Hybrid Fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.2% over a period of 13 years. The fund was previously known as Sundaram Debt Oriented Hybrid DP. 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 (PIDCW-M) as of 9/22/2023 is ₹13.30 with the total AUM as of 9/23/2023 is ₹28.406. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Debt Oriented Hybrid Fund (PIDCW-M) was launched on Mar 08, 2010. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Sundaram Debt Oriented Hybrid Fund (PIDCW-M) 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 (PIDCW-M)?
How to invest in Sundaram Debt Oriented Hybrid Fund (PIDCW-M)?
You can invest in Sundaram Debt Oriented Hybrid Fund (PIDCW-M) 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 (PIDCW-M)?
The minimum sip amount for Sundaram Debt Oriented Hybrid Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Debt Oriented Hybrid Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Debt Oriented Hybrid Fund (PIDCW-M) is a Not Recommended fund. You can investSundaram Debt Oriented Hybrid Fund (PIDCW-M) 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 (PIDCW-M)?
The expense ratio of the Sundaram Debt Oriented Hybrid Fund (PIDCW-M) is 2.17% for regular plan.