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sundaram debt oriented hybrid fund - direct plan - growth option
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

  • Moderately High risk
  • Allocation
  • Conservative Allocation
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NAV as on May 12, 2026
i
Price per unit of the scheme.
₹ 32.1313-0.41%1 Day Change
-0.80%
Minimum Investment₹5000
Expense Ratio1.26%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
VS
Allocation: Conservative Allocation Average NAV
    Topper in Allocation: Conservative Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Hybrid 85+15 - ConservativeTR INR
    Expense Ratio
    1.26%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 18.75 Cr(As on Mar, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    - %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

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

    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option is an Allocation - Conservative Allocation fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMay 12, 2026 is ₹32.13. Its expense ratio is 1.26 %. The fund has an AUM of ₹18.75 Cr.The fund is managed byDwijendra Srivastava,Sandeep Agarwal,Ashish Aggarwal,S. Bharath.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Fund Manager Rank15Out of 19
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed10
    • Total AUM₹ 39,498.85 Cr
    • Highest Return In 1 Yr9.93 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,551.66
    1.98%
    2.93%
    Very High Risk
    ₹11,898.19Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 179.36
    -1.02%
    -0.31%
    High Risk
    ₹7,653.49Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.13
    -0.80%
    -0.21%
    Moderately High risk
    ₹18.75Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,551.66
    • Fund Size₹11,898.19Cr
    Fund Return1.98%
    Category Return2.93%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 179.36
    • Fund Size₹7,653.49Cr
    Fund Return-1.02%
    Category Return-0.31%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.13
    • Fund Size₹18.75Cr
    Fund Return-0.80%
    Category Return-0.21%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dwijendra Srivastava
    Dwijendra Srivastava
    i
    Lead Fund Manager.
    Jun 1, 2012 - Present
    • Schemes managed15
    • Total AUM₹ 22,993.77 Cr
    • Highest Return In 1 Yr6.88 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 79.20
    0.11%
    0.05%
    Moderate Risk
    ₹33.94Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 45.48
    0.21%
    0.16%
    Moderate Risk
    ₹272.43Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 179.36
    -1.02%
    -0.31%
    High Risk
    ₹7,653.49Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 79.20
    • Fund Size₹33.94Cr
    Fund Return0.11%
    Category Return0.05%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 45.48
    • Fund Size₹272.43Cr
    Fund Return0.21%
    Category Return0.16%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 179.36
    • Fund Size₹7,653.49Cr
    Fund Return-1.02%
    Category Return-0.31%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Agarwal
    Sandeep Agarwal
    i
    Lead Fund Manager.
    Sep 30, 2012 - Present
    • Schemes managed11
    • Total AUM₹ 18,121.94 Cr
    • Highest Return In 1 Yr6.52 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 79.20
    0.11%
    0.05%
    Moderate Risk
    ₹33.94Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 45.48
    0.21%
    0.16%
    Moderate Risk
    ₹272.43Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 179.36
    -1.02%
    -0.31%
    High Risk
    ₹7,653.49Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 79.20
    • Fund Size₹33.94Cr
    Fund Return0.11%
    Category Return0.05%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 45.48
    • Fund Size₹272.43Cr
    Fund Return0.21%
    Category Return0.16%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 179.36
    • Fund Size₹7,653.49Cr
    Fund Return-1.02%
    Category Return-0.31%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashish Aggarwal
    Ashish Aggarwal
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed9
    • Total AUM₹ 11,145.24 Cr
    • Highest Return In 1 Yr32.78 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 93.77
    -0.48%
    0.69%
    Very High Risk
    ₹6,030.80Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 116.91
    -2.50%
    -3.48%
    Very High Risk
    ₹1,438.57Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 93.77
    • Fund Size₹6,030.80Cr
    Fund Return-0.48%
    Category Return0.69%
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 116.91
    • Fund Size₹1,438.57Cr
    Fund Return-2.50%
    Category Return-3.48%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Apr, 2026
    EQUITY (20.13%)
    DEBT (26.03%)
    CASH (53.37%)
    Allocation by Market Cap
    Large Cap(17.73%)
    Mid Cap(2.40%)
    Other Cap(0.47%)
    Industry Holdings
    • Banks Regional30.46%
    • Information Technology Services14.96%
    • Telecom Services11.60%
    • Oil Gas Refining Marketing10.50%
    • Auto Manufacturers9.35%
    • Drug Manufacturers Specialty Generic4.85%
    Stock Holdings
    • Bharti Airtel Ltd2.33%
    • HDFC Bank Ltd2.12%
    • Reliance Industries Ltd2.11%
    • State Bank of India1.35%
    • Infosys Ltd1.17%
    • ICICI Bank Ltd1.13%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -1.50
      This Fund
      VS
      0.11
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      90.97
      This Fund
      VS
      81.67
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.11
      This Fund
      VS
      1.09
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.00
      This Fund
      VS
      0.39
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.00
      This Fund
      VS
      0.60
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      4.18
      This Fund
      VS
      4.33
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 66,889.29 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 66,889.29 Cr (
    As on Mar 31, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The category of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option is Allocation - Conservative Allocation
    What is the current NAV of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The current NAV of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option as on May 12, 2026 is ₹32.13
    How safe is Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The risk level of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option is Moderately High.
    What are short term returns given by Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The return given by Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option in 1 month is -0.80%, 3 months is -2.57%, 6 months is -2.54%, and 1 year is -1.09%
    What are the long term returns given by Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The return given by Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option in 3 years is 5.99% and 5 years is 7.39%.
    What is the expense ratio of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The expense ratio of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option is 1.26%
    What is the AUM of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option is Rs 18.75 crores.
    What is the minimum investment in Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option is ₹5,000.00 and the minimum SIP investment in Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option is ₹1,000.00
    What is the asset allocation of Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option?
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option has an exposure of 20.13% in Equity, 26.03% in Debt and 53.37% in Cash & Money Market Securities

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