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Asset Size:30Cr
Expense Ratio:2.18%
Fund Manager(s):Dwijendra Srivastava,Siddharth Chaudhary,Sandeep Agarwal,Rohit Seksaria,S Krishnakumar,
5year Returns:5.48%

Sundaram Debt Oriented Hybrid Fund Growth

Sundaram       

Balanced Debt
Conservative Allocation

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Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

5.48%

Investment Horizon

1-3 Yr

Doubled Money

13yrs 0m

Returns since March 8th, 2010

6.88%

Min Investment ₹250

Amount Invested

57.2L

Projected Wealth Gained

23.5L

Projected Maturity Amount

80.7L

Sundaram     

Balanced Debt
Conservative Allocation

Nav : 20.4275 ( 0.00%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

Min Investment ₹250

Amount Invested

57.2L

Projected Wealth Gained

23.5L

Projected Maturity Amount

80.7L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

5.48%

Investment Horizon

1-3 Yr

Doubled Money

13yrs 0m

Returns since March 8th, 2010

6.88%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Basic Details
Fund House
Sundaram
Launch Date
March 8th, 2010
Expense Ratio
2.18%
Fund Category Risk
Moderate
Std Dev (1Yr)
8.187
Std Dev (3Yr)
6.633
Std Dev (5Yr)
5.911
Asset Size
30Cr
Investment Details
Investment Plan
Growth
Return since Launch
6.88 %
Exit Load
No Exit Load
YTM
4.92 %
Modified Duration
2.41234