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Sundaram Debt Oriented Hybrid Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
19.483 0.02 (0.12%)

NAV as on 23 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in MIP Aggressive category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Sundaram Monthly Income Plan (Aggressive) has been renamed as Sundaram Debt Oriented Hybrid Fund w.e.f. May 04, 2018
View Historic Graph From     To     

Returns (NAV as on 23 May, 2018)

Period Returns (%) Rank #
1 mth -1.3 51
3 mth 0.3 32
6 mth 0.2 33
1 year 6.9 18
2 year 9.9 13
3 year 8.9 9
5 year 10.1 12

# Moneycontrol Rank within 61 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -1.5 - - - -
2017 2.3 3.1 2.3 4.2 12.6
2016 -0.5 3.7 5.4 0.1 10.4
2015 3.3 0.9 1.5 2.2 8.7
2014 2.9 8.2 3.8 5.2 22.5
2013 -3.1 1.5 -5.3 5.2 -0.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.3 0.3 0.2 6.9 9.9 8.9 10.1
Category avg -0.9 0.3 -0.1 4.6 8.4 6.7 7.4
Difference of Fund returns and Category returns -0.4 0.0 0.3 2.3 1.5 2.2 2.7
Best of category -0.1 1.8 2.9 8.5 16.0 11.2 12.4
Worst of category -2.0 -1.9 -3.9 1.0 4.4 3.9 5.4
Sundaram Debt Oriented Hybrid Fund - Direct Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 2.27 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Dwijendra Srivatsava/Siddharth Chaudhary/Sandeep Agarwal/Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes Sundaram Monthly Income Plan (Aggressive) has been renamed as Sundaram Debt Oriented Hybrid Fund w.e.f. May 04, 2018

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity saving Fund (G) Not Ranked
6,173.46 -0.5 -0.5 5.4 9.9 10.4
HDFC Equity saving Fund - Direct Plan (G Not Ranked
742.06 -0.1 0.4 7.1 11.2 11.5
HDFC MIP - LTP - Direct (G) Rank 3
257.72 -1.1 -3.6 1.7 7.9 10.0
HDFC MIP - LTP (G) Rank 3
3,340.05 -1.3 -3.9 1.0 7.3 9.5
ABSL MIP II-Wealth 25 (G) Rank 1
2,455.21 0.2 -1.9 4.5 9.1 12.4
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Miscellaneous 5.56 5.26 5.26
Chemicals 4.08 3.15 3.15
Engineering 2.16 2.05 2.05
Oil & Gas 1.76 3.43 3.43
Services 1.60 1.86 1.86
Cons NonDurable 1.40 1.40 1.40

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 24.17
Others 0.00
Debt 60.84
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.25

View All

Concentration

Holdings (%)
Top 5 24.04
Top 10 42.20
Sector (%)
Top 3 11.80

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