Rating : ★ ★ ☆ ☆ ☆

Sundaram Debt Oriented Hybrid Fund Plan Direct Plan Half Yearly Dividend Reinvestment Option

Hybrid

  

Conservative Hybrid Fund

NAV

15.6356-0.0176

(as on 23 Jun, 2021)

RETURNS

4.69 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

1%

Asset Size

33.44 Cr.

(As of 31 May, 2021)

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.

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Fund manager

S Krishnakumar

Exit load

N / A

Minimum sip

₹0

Minimum investment

₹100

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

5.85% Govt Stock 2030

28.09%

Rural Electrification Corporation Limited

6.81%

Housing and Urban Development Corporation Limited (Hudco)

6.19%

Housing Development Finance Corporation Limited

6.18%

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 2 stars by Morning Star Ratings.

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Overview of Sundaram Asset Management Company Ltd

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