27.15
NAV (Apr 26,2024)

Sundaram Debt Oriented Hybrid Fund - Growth is a mutual fund that aims to provide growth opportunities by investing in a combination of debt and equity securities. It has an expense ratio of 2.16% and a minimum investment amount of ₹5000. The scheme's assets under management (AUM) currently stand at ₹30.37 crores. Established on March 8, 2010, this fund offers investors the potential for attractive returns through a balanced approach to investment.

Sundaram Conservative Hybrid Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Conservative Hybrid Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.71
  • P/B Ratio
    UM_URBAN_MONEY

    5.92
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    1.12
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.16%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

30.51 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Apr 30, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,177.38 (1.77%)10,710.48 (7.10%)10,985.13 (9.85%)12,865.81 (28.66%)13,880.9 (38.81%)
30,532.14 (1.77%)32,131.44 (7.10%)32,955.39 (9.85%)38,597.43 (28.66%)41,642.7 (38.81%)
50,886.9 (1.77%)53,552.4 (7.10%)54,925.65 (9.85%)64,329.05 (28.66%)69,404.5 (38.81%)
81,419.04 (1.77%)85,683.84 (7.10%)87,881.04 (9.85%)1,02,926.48 (28.66%)1,11,047.2 (38.81%)
1,01,773.8 (1.77%)1,07,104.8 (7.10%)1,09,851.3 (9.85%)1,28,658.1 (28.66%)1,38,809 (38.81%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Central Government Securities53.10%
  • TREPS24.35%
  • ICICI Bank Ltd3.58%
  • Reliance Industries Ltd2.34%
  • Larsen & Toubro Ltd2.16%
  • HDFC Bank Ltd2.09%
  • Sun Pharmaceutical Industries Ltd1.65%
  • Axis Bank Ltd1.63%
  • Varun Beverages Ltd1.38%
  • Bharti Airtel Ltd1.21%
  • Cash and Other Net Current Assets1.17%
  • HCL Technologies Ltd0.93%
  • Power Grid Infrastructure Investment Trust InvIT0.93%
  • Infosys Ltd0.86%
  • State Bank of India0.74%
  • Cipla Ltd0.49%
  • Ultratech Cement Ltd0.40%
  • Grasim Industries Ltd0.34%
  • United Spirits Ltd0.33%
  • Corporate Debt Market Development Fund Class A0.26%
  • Bharti Airtel Ltd Partly Paid Right Shares0.06%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Kotak Debt Hybrid Fund - GrowthKotak Debt Hybrid Fund - Growth

HYBRID

Moderately High

21.29%

HSBC Conservative Hybrid Fund - GrowthHSBC Conservative Hybrid Fund - Growth

HYBRID

Moderately High

19.70%

Bank of India Conservative Hybrid Fund - Regular Plan - GrowthBank of India Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

15.04%

Canara Robeco Conservative Hybrid Fund - Regular Plan - GrowthCanara Robeco Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

14.38%

Bandhan Regular Savings Fund - Regular Plan - GrowthBandhan Regular Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

13.22%

Navi Conservative Hybrid Fund - Regular Plan - GrowthNavi Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

12.77%

DSP Regular Savings Fund - Regular Plan - GrowthDSP Regular Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.03%

Aditya Birla Sun Life Regular Savings Fund - GrowthAditya Birla Sun Life Regular Savings Fund - Growth

HYBRID

Moderately High

9.10%

ITI Conservative Hybrid Fund - Regular Plan - GrowthITI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

8.32%

LIC MF Conservative Hybrid Fund - GrowthLIC MF Conservative Hybrid Fund - Growth

HYBRID

Moderately High

7.95%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Parag Parikh Conservative Hybrid Fund - Regular Plan - GrowthParag Parikh Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

16.48%

HDFC Hybrid Debt Fund - GrowthHDFC Hybrid Debt Fund - Growth

HYBRID

Moderately High

16.20%

Franklin India Debt Hybrid Fund - GrowthFranklin India Debt Hybrid Fund - Growth

HYBRID

Moderately High

14.44%

HSBC Conservative Hybrid Fund - GrowthHSBC Conservative Hybrid Fund - Growth

HYBRID

Moderately High

14.35%

SBI Conservative Hybrid Fund - Regular Plan - GrowthSBI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

High

13.89%

ICICI Prudential Regular Savings Fund - CumulativeICICI Prudential Regular Savings Fund - Cumulative

HYBRID

Moderately High

13.26%

Baroda BNP Paribas Conservative Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

12.38%

Aditya Birla Sun Life Regular Savings Fund - GrowthAditya Birla Sun Life Regular Savings Fund - Growth

HYBRID

Moderately High

10.04%

Axis Regular Saver Fund - Regular Plan - GrowthAxis Regular Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

8.72%

L&T Conservative Hybrid Fund - Regular Plan - GrowthL&T Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

0.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Conservative Hybrid Fund - Regular Plan - GrowthBank of India Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

14.12%

Aditya Birla Sun Life Regular Savings Fund - GrowthAditya Birla Sun Life Regular Savings Fund - Growth

HYBRID

Moderately High

8.59%

HSBC Conservative Hybrid Fund - GrowthHSBC Conservative Hybrid Fund - Growth

HYBRID

Moderately High

8.30%

Franklin India Debt Hybrid Fund - GrowthFranklin India Debt Hybrid Fund - Growth

HYBRID

Moderately High

8.16%

DSP Regular Savings Fund - Regular Plan - GrowthDSP Regular Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.88%

Canara Robeco Conservative Hybrid Fund - Regular Plan - GrowthCanara Robeco Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

7.54%

Baroda BNP Paribas Conservative Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

6.69%

Axis Regular Saver Fund - Regular Plan - GrowthAxis Regular Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

6.37%

Navi Conservative Hybrid Fund - Regular Plan - GrowthNavi Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

6.16%

Bandhan Regular Savings Fund - Regular Plan - GrowthBandhan Regular Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.66%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Conservative Hybrid Fund - Regular Plan - GrowthSBI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

High

10.80%

ICICI Prudential Regular Savings Fund - CumulativeICICI Prudential Regular Savings Fund - Cumulative

HYBRID

Moderately High

9.66%

Aditya Birla Sun Life Regular Savings Fund - GrowthAditya Birla Sun Life Regular Savings Fund - Growth

HYBRID

Moderately High

8.88%

HSBC Conservative Hybrid Fund - GrowthHSBC Conservative Hybrid Fund - Growth

HYBRID

Moderately High

8.40%

UTI Conservative Hybrid Fund - Regular Plan - GrowthUTI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

8.31%

Franklin India Debt Hybrid Fund - GrowthFranklin India Debt Hybrid Fund - Growth

HYBRID

Moderately High

8.01%

Baroda BNP Paribas Conservative Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

7.59%

Axis Regular Saver Fund - Regular Plan - GrowthAxis Regular Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

6.67%

L&T Conservative Hybrid Fund - Regular Plan - GrowthL&T Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

5.85%

Nippon India Hybrid Bond Fund - GrowthNippon India Hybrid Bond Fund - Growth

HYBRID

High

3.62%

Fund Managers

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

AA

Mr. Ashish AgarwalFund Manager

Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

SA

Mr. Sandeep AgarwalFund Manager

Mr. Sandeep is a B Com, Company Secretary and Chartered Accountant. He jointly manages Sundaram Flexible Fund Flexible Income Plan, Sundaram Gilt Fund, Sundaram Bond Saver, Sundaram Select Debt Short-Term Asset Plan, Sundaram Income Plus, Sundaram Fixed Term Plans and Sundaram Monthly Income Plan along with Dwijendra Srivastava. His previous experience includes 2 years in Deutsche Asset Management in Investment and Trading of Fixed Income securities.

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