| 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: |
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 (%)
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
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 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 | - | - | - | - | - | - |
| 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 |
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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