Sundaram Debt Oriented Hybrid Fund Growth
Medium
Risk
Other Schemes
Conservative Allocation
+
8.91
%
8.91
%
3Y annualised
+
0.01
%
0.01
%
1D
1M
6M
1Y
3Y
All
Fund size
31
NAV:
Mar 7, 2024
27.2384
Sector
Tech
Type
Other_schemes
Launched
Mar 2010
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
29.54
%
7.3% Govt Stock 2053
16.65
%
ICICI Bank Ltd
3.32
%
Reliance Industries Ltd
2.3
%
HDFC Bank Ltd
2.03
%
Varun Beverages Ltd
1.98
%
Larsen & Toubro Ltd
1.88
%
Axis Bank Ltd
1.66
%
Sun Pharmaceuticals Industries Ltd
1.53
%
HCL Technologies Ltd
1
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Debt Oriented Hybrid Fund Growth
More details
Investment objective
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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