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Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

(Erstwhile Sundaram Monthly Income Plan AGGRESSIVE - Growth)

Category: Hybrid: Conservative
Launch Date: 01-03-2010
Asset Class: Mixed Asset
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 2.16% As on (31-12-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 33.98 Cr As on (31-12-2021)
Turn over:
NAV as on Tue Jan 25 00:00:00 IST 2022

23.6077

0.03 (0.1072%)

CAGR Since Inception

7.47%

S&P BSE India 10 Year Sovereign Bond 6.17%

PERFORMANCE of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 25-01-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 13.45 7.37 6.09 8.44 7.47
S&P BSE India 10 Year Sovereign Bond 0.02 7.03 4.95 6.89 6.17
Hybrid: Conservative 9.09 8.34 6.74 8.69 8.28

Yearly Performance (%)

Fund Managers

Dwijendra Srivastava,Siddharth Chaudhary,Sandeep Agarwal,Rohit Seksaria,S Krishnakumar,Rahul Baijal

Investment Objective

The scheme aims to generate regular income through investments in fixed income securities. It also aims to generate long term capital appreciation by investing a portion of its assets in equity and equity related instruments

RETURNS CALCULATOR for Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 4.25 2.07 2.78 0.7 4.78 3.0
Hybrid: Conservative - - - - - -

PEER COMPARISION of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Period
Data as on - 25-01-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 01-03-2010 13.45 10.03 7.37 6.09 8.44
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 13.01 11.27 10.49 7.78 9.69
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 12.94 12.95 11.84 8.17 9.86
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 12.66 12.43 8.62 7.87 9.59
Kotak Debt Hybrid - Growth 02-12-2003 12.46 13.12 12.87 9.07 10.19
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.73 11.26 9.65 7.23 10.5
Axis Regular Saver Fund - Regular Plan - Growth Option 16-07-2010 10.19 11.38 8.67 7.8 8.66
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 10.1 10.34 10.4 9.28 10.64
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 9.86 2.53 1.11 3.04 6.94
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 9.3 11.13 11.27 8.67 9.35

PORTFOLIO ANALYSIS of Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth

Asset Allocation (%)