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you are here: Moneycontrol Mutual Funds MIP Aggressive Sundaram Mutual Fund Sundaram Debt Oriented Hybrid Fund - Direct Plan (QD)

Sundaram Debt Oriented Hybrid Fund - Direct Plan (QD)

Previous Name: Sundaram Monthly Income Plan (Aggressive) - Direct Plan (QD)
Plan: Direct | Option: Dividend | Type : Open-Ended
Buy
14.862 -0.01 ( -0.06 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Good performance in the category

The scheme is ranked 2 in MIP Aggressive category by Crisil (for quarter ended Mar 2018 ) 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.

Sundaram Monthly Income Plan (Aggressive) has been renamed as Sundaram Debt Oriented Hybrid Fund w.e.f. May 04, 2018

Chart

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  • View Historic Graph

Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month -0.5
3 Months -0.9
6 Months -2.7
1 Year 0.5
2 Years 6.3
3 Years 5.8
5 Years 8.2

# Moneycontrol Rank within 59 MIP Aggressive Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.5 - - - -
2017 1.2 2.0 1.3 3.2 8.2
2016 -1.6 2.6 4.3 -1.0 5.6
2015 3.3 0.9 0.3 1.0 6.3
2014 2.9 8.4 0.0 5.1 18.2
2013 -0.7 -9.2 -5.3 5.4 -8.7

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -0.5 -0.9 -2.7 0.5 0.5 6.3 5.8
Category average 0.5 1.1 0.1 3.6 7.8 6.9 7.8
Difference of Fund returns and Category returns -1 -2 -2.8 -3.1 -7.3 -0.6 -2
Best of Category 1.6 3.1 3.3 8.2 14.1 11.4 12.8
Worst of Category -0.6 -0.4 -3.5 -0.7 4.3 4.3 5.9
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    CRISIL MIP Blended Fund

  • Asset size (Rs Cr):

    2.27 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.0.11 View Dividend History

  • 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

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Equity Savings Fund - Direct Plan (G) 742.06 36.6 1.5 0.2 6.3 11.4 11.7
HDFC Equity Savings Fund (G) 6,173.46 34.9 1.1 -0.7 4.6 10.0 10.7
HDFC Hybrid Debt Fund - Direct Plan (G) 257.72 44.2 0.3 -3.1 0.0 8.0 10.5
HDFC Hybrid Debt Fund (G) 3,340.05 43 0.1 -3.5 -0.7 7.3 10.0
UTI Regular Savings Fund - Direct Plan (G) 83.83 41.3 2.8 2.3 7.5 9.5 11.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Ltd - 8.85% - 12/05/2022** CRISIL AA+ 9.90 7.34
Indian Railway Finance Corporation Ltd - 8.33% - 26/03/2019** CRISIL AAA 7.51 5.57
Power Grid Corporation of India Ltd - 9.3% - 04/09/2024** CRISIL AAA 5.17 3.83
Rural Electrification Corporation Ltd - 9.75% - 11/11/2021** CRISIL AAA 5.17 3.83
Dewan Housing Finance Corporation Ltd - 11.55% - 12/09/2019** CARE AAA 4.90 3.82
Tata Sons Ltd - 9.3% - 19/06/2024** CRISIL AAA 5.15 3.78
Export Import Bank of India - 8.76% - 14/02/2023** CRISIL AAA 5.09 3.73
Rural Electrification Corporation Ltd - 8.44% - 04/12/2021** CRISIL AAA 5.03 3.70
LIC Housing Finance Ltd - 8.3% - 15/07/2021** CRISIL AAA 4.99 3.66
Indian Railway Finance Corporation Ltd - 7.65% - 15/03/2021** CRISIL AAA 4.93 3.64
Asset Allocation (%) As on May 31, 2018
Equity 22.68
Others 0.00
Debt 67.87
Mutual Funds 0.00
Money Market 0.00
Cash / Call 9.43
Sector Allocation (%) As on May 31, 2018
Sector %
Miscellaneous 4.85
Chemicals 3.69
Cons NonDurable 2.42
Engineering 2.21
Oil & Gas 1.60
Services 1.54
Concentration As on May 31, 2018
Holdings %
Top 5 24.39
Top 10 90.55
Sectors %
Top 3 10.96
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