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  • Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

Formerly Sundaram Debt Oriented Hybrid Qt DR

Sundaram Mutual Fund

Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

HybridConservative Hybrid

15.9815

NAV (Oct 21)

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 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

15.9815

NAV (Oct 21)

Fund Returns

Last 1Y
16.6%
Last 3Y
7.1%
Last 5Y
4.8%
Last 10Y
7.4%
Since Inception
6.8%
6 Month CAGR
13.3%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
2.16
Launched (11y ago)
Mar 08, 2010
AUM in Crores
34.533
ISIN
INF903J01HG9
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 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.

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

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    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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    Equity

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    Equity

    Large Cap

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

    About Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

    Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.8% over a period of 11 years. The fund was previously known as Sundaram Debt Oriented Hybrid Qt 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

    Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Investment Objective

    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.

    Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk

    The Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Mar 08, 2010. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-10-21 is ₹15.98. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹34.533. The category risk of the Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund is Moderately High risk. The fund charges 2.16 % as expense ratio.

    Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Holdings

    The fund’s highest allocation is towards Others and has invested 44.1% in this asset class. The top three holdings of the fund are , reverse repo , treps , rural electrification corporation limited , housing development finance corporation limited , housing and urban development corporation limited (hudco) , hdfc bank limited , reliance industries limited , power finance corporation limited , piramal capital & housing finance ltd , icici bank ltd , hdfc bank ltd , cash and other net current assets^ , larsen & toubro ltd , bharat petroleum corp ltd , procter & gamble hygiene and health care ltd , hcl technologies ltd , axis bank ltd , infosys ltd , mindtree ltd , astral ltd , bharti airtel ltd , reliance industries ltd , state bank of india , csb bank ltd ordinary shares , ashok leyland ltd , cipla ltd , pi industries ltd , indraprastha gas ltd , varun beverages ltd , ultratech cement ltd , gland pharma ltd , tata consultancy services ltd , dabur india ltd

    Sundaram Debt Oriented Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Sip

    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.

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