Item: Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

24.617 (3.896%)

NAV on September 22, 2021

Category Allocation:
Conservative Allocation

Investment StyleBox

Large Blend

Interest rate sensitivity
Credit quality

N/A

Total Assets 32 cr

Turnover Ratio 128.00%

Expense Ratio 1.20%

Exit Load -

Returns

1M: 5.71%
1Y: 18.62%
3M: 7.44%
3Y: 8.10%
6M: 10.70%
5Y: 7.23%

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Dwijendra Srivastava (Since over 9 years) Siddharth Chaudhary (Since over 9 years) Sandeep Agarwal (Since over 8 years) Rahul Baijal (Since over 2 years) Rohit Seksaria (Since over 3 years)

ISIN INF903J01OP6

Fund Family Sundaram

P/E Ratio 24.14

P/B Ratio 3.94

Launch Date January 01, 2013

Benchmark CRISIL Hybrid 85+15 - ConservativeTR INR

Avg. Maturity 1.05 years

Yield To Maturity (%) -

SECTOR WEIGHTINGS (%)

Financial 35.7%

Industrial 13.23%

Technology 15.85%

Basic Materials 4.91%

Consumer Cyclical 0.0%

Utilities Services 2.76%

Healthcare Services 5.26%

Energy Services 9.49%

Communication Services 3.24%

Consumer Defensive 9.56%

Real Estate 0.00%

RISK MEASURES (3 yrs)

vs CRISIL Hybrid 85+15 - ConservativeTR INR

Alpha -5.54

Beta 1.16

R-Squared 53.69

Info Ratio -1.12

Tracking Err 4.59

Sortino 0.196

Sharpe 0.162

Std Dev 6.567

Risk Average

Top Rated
Top Performing

Top Conservative Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HDFC Hybrid Debt Fund Direct Plan Growth Option	61.269	23.31%	2,644 cr	1.45%	Average
Kotak Debt Hybrid Direct Growth	46.625	23.01%	1,001 cr	0.56%	Average
SBI Debt Hybrid Fund Direct Plan Growth	55.567	22.21%	4,040 cr	0.57%	Average
Axis Regular Saver Fund Direct Plan Growth Option	26.992	19.68%	327 cr	1.10%	Average
Canara Robeco Conservative Hybrid Fund Direct Plan Growth Option	82.442	18.38%	861 cr	0.61%	Below Average
HSBC Regular Savings Fund Growth Direct Plan	49.517	17.82%	86 cr	0.77%	Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	58.421	16.29%	3,364 cr	0.75%	Below Average

Best Conservative Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	53.806	25.80%	1,293 cr	1.17%	High
UTI Regular Savings Fund-Growth-Direct	54.111	23.97%	1,613 cr	1.23%	Average
HDFC Hybrid Debt Fund Direct Plan Growth Option	61.269	23.31%	2,644 cr	1.45%	Average
Kotak Debt Hybrid Direct Growth	46.625	23.01%	1,001 cr	0.56%	Average
SBI Debt Hybrid Fund Direct Plan Growth	55.567	22.21%	4,040 cr	0.57%	Average
Axis Regular Saver Fund Direct Plan Growth Option	26.992	19.68%	327 cr	1.1%	Average
Canara Robeco Conservative Hybrid Fund Direct Plan Growth Option	82.442	18.38%	861 cr	0.61%	Below Average