Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

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Category: Hybrid: Conservative
Launch Date: 01-03-2010
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative TRI
Expense Ratio: 2.16% As on (31-07-2023)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 29.8 Cr As on (31-08-2023)
Turn over:
NAV as on 27-09-2023

25.7179

-0.01 (-0.0206%)

CAGR Since Inception

7.19%

CRISIL Hybrid 85+15 Conservative TRI 9.8%

PERFORMANCE of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 27-09-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 8.26 9.45 6.57 8.63 7.19
Benchmark - - - - -
Hybrid: Conservative 9.22 9.81 7.65 8.69 8.27

Yearly Performance (%)

Nav Movement

Fund Managers

Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Ashish Aggarwal

Investment Objective

The scheme aims to generate regular income through investments in fixed income securities. It also aims to generate long term capital appreciation by investing a portion of its assets in equity and equity related instruments

RETURNS CALCULATOR for Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 4.91 0.92 1.23 0.61 6.93 4.25
Hybrid: Conservative - - - - - -

PEER COMPARISION of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Period
Data as on - 27-09-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 01-03-2010 8.26 5.46 9.45 6.57 8.63
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 13.05 7.93 12.86 9.75 10.36
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 12.9 8.91 0.0 0.0 0.0
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 11.73 8.38 12.73 10.42 9.86
Kotak Debt Hybrid - Growth 02-12-2003 10.99 6.5 11.51 10.61 10.3
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 10.08 4.18 8.16 7.71 8.33
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 9.9 4.64 8.32 6.69 7.61
Franklin India Debt Hybrid Fund - Growth 28-09-2000 9.84 5.55 8.8 7.3 8.64
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 9.79 6.76 9.28 3.56 7.07
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 9.78 5.8 11.44 7.57 9.4

PORTFOLIO ANALYSIS of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Member Code: 32262
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ARN: 160300