Rating : ★ ★ ★ ★ ☆
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
 ÂConservative Hybrid Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
28.41 Cr.
(As of 15 Sep, 2023)
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
Objective
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
 
Fund manager
S Krishnakumar
Exit load
N / A
Minimum sip
₹0
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
6.54% Govt Stock 2032
29.65%
5.22% Govt Stock 2025
15.03%
6.1% Govt Stock 2031
14.42%
Indian Oil Corporation Limited
6.17%
Sector Allocation
About the Scheme Type
Conservative Hybrid Funds need to invest at least 75 – 90% of their assets in debt and money market instruments, with an option to invest around 10 – 25% in equity related instruments. And because of their very high contribution to the debt domain, Conservative Hybrid funds are less volatile than equity and other hybrid funds and helps in generating consistent income.
Ratings
This fund is rated 4 stars by Morning Star Ratings.