Sundaram Debt Oriented Hybrid Fund Overview
Category Conservative Hybrid Fund
BMSMONEY Rank 13
BMSMONEY Rating
Gro. Opt. As On: 26-07-2024
NAV ₹28.3(R) +0.37% ₹30.92(D) +0.37%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 10.66% 9.17% 8.56% 6.19% 7.99%
LumpSum (D) 11.75% 10.2% 9.52% 7.24% 8.89%
SIP (R) 12.73% 9.35% 7.84% 7.3% 7.21%
SIP (D) 13.87% 10.38% 8.81% 8.28% 8.19%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%
Top Conservative Hybrid Fund
Fund Name Rank Rating
HDFC Hybrid Debt Fund 1
Franklin India Debt Hybrid Fund 2
Kotak Debt Hybrid Fund 3
SBI Conservative Hybrid Fund 4

NAV Date: 26-07-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Debt Oriented Hybrid Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) 13.44
0.0500
0.3700%
Sundaram Debt Oriented Hybrid Fund Direct Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) 13.55
0.0500
0.3700%
Sundaram Debt Oriented Hybrid Fund Regular Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 18.5
0.0700
0.3700%
Sundaram Debt Oriented Hybrid Fund Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 18.59
0.0700
0.3700%
Sundaram Debt Oriented Hybrid Fund Direct Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 20.41
0.0800
0.3700%
Sundaram Debt Oriented Hybrid Fund Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.43
0.0800
0.3700%
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 28.3
0.1000
0.3700%
Sundaram Debt Oriented Hybrid Fund Direct Plan - Growth 30.92
0.1100
0.3700%

Review Date: 26-07-2024

Sundaram Debt Oriented Hybrid Fund has shown poor performance in the Conservative Hybrid Fund category. The fund has rank of 13 out of 17 funds in the category. The fund has delivered return of 10.66% in 1 year, 9.17% in 3 years, 8.56% in 5 years and 7.99% in 10 years. The category average for the same periods is 13.45%, 8.91%, 8.99% and 8.34% respectively, which shows average return performance of fund in the category. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Sundaram Debt Oriented Hybrid Fund direct growth option would have grown to ₹11175.0 in 1 year, ₹13383.0 in 3 years and ₹15760.0 in 5 years as of today (26-07-2024).
  2. An SIP of ₹1,000 per month in Sundaram Debt Oriented Hybrid Fund direct growth option would have grown to ₹12881.0 in 1 year, ₹42070.0 in 3 years and ₹74917.0 in 5 years as of today (26-07-2024).


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.03
1.54
0.99 | 2.35 17 | 18 Poor
3M Return % 3.85
4.54
2.81 | 6.04 15 | 18 Average
6M Return % 5.67
7.29
4.54 | 10.59 16 | 18 Poor
1Y Return % 10.66
13.45
9.49 | 19.02 14 | 18 Average
3Y Return % 9.17
8.91
6.23 | 11.87 8 | 17 Good
5Y Return % 8.56
8.99
4.58 | 11.97 12 | 16 Average
7Y Return % 6.19
7.24
4.11 | 9.59 13 | 16 Poor
10Y Return % 7.99
8.34
6.19 | 10.20 10 | 16 Average
1Y SIP Return % 12.73
15.70
10.70 | 21.17 15 | 18 Average
3Y SIP Return % 9.35
10.92
7.80 | 13.94 12 | 17 Average
5Y SIP Return % 7.84
8.50
5.61 | 11.22 11 | 16 Average
7Y SIP Return % 7.30
8.25
5.42 | 10.93 11 | 16 Average
10Y SIP Return % 7.21
8.04
5.36 | 10.37 11 | 16 Average
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.12 1.62 1.11 | 2.40 17 | 18
3M Return % 4.11 4.77 2.99 | 6.25 15 | 18
6M Return % 6.22 7.77 5.39 | 11.03 16 | 18
1Y Return % 11.75 14.48 10.24 | 19.37 16 | 18
3Y Return % 10.20 9.89 7.21 | 12.25 8 | 17
5Y Return % 9.52 10.03 5.30 | 13.40 12 | 16
7Y Return % 7.24 8.27 4.89 | 11.01 14 | 16
10Y Return % 8.89 9.36 7.03 | 11.54 10 | 16
1Y SIP Return % 13.87 16.74 11.40 | 22.15 15 | 18
3Y SIP Return % 10.38 11.88 8.81 | 14.77 12 | 17
5Y SIP Return % 8.81 9.51 6.70 | 12.50 11 | 16
7Y SIP Return % 8.28 9.26 6.15 | 12.34 12 | 16
10Y SIP Return % 8.19 9.06 6.14 | 11.76 12 | 16
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.37 ₹ 10,037.00 0.37 ₹ 10,037.00
1W 0.32 ₹ 10,032.00 0.33 ₹ 10,033.00
1M 1.03 ₹ 10,103.00 1.12 ₹ 10,112.00
3M 3.85 ₹ 10,385.00 4.11 ₹ 10,411.00
6M 5.67 ₹ 10,567.00 6.22 ₹ 10,622.00
1Y 10.66 ₹ 11,066.00 11.75 ₹ 11,175.00
3Y 9.17 ₹ 13,012.00 10.20 ₹ 13,383.00
5Y 8.56 ₹ 15,077.00 9.52 ₹ 15,760.00
7Y 6.19 ₹ 15,222.00 7.24 ₹ 16,307.00
10Y 7.99 ₹ 21,570.00 8.89 ₹ 23,442.00
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 12.73 ₹ 12,809.08 13.87 ₹ 12,880.66
3Y ₹ 36000 9.35 ₹ 41,439.20 10.38 ₹ 42,070.39
5Y ₹ 60000 7.84 ₹ 73,112.76 8.81 ₹ 74,917.08
7Y ₹ 84000 7.30 ₹ 108,896.09 8.28 ₹ 112,770.59
10Y ₹ 120000 7.21 ₹ 173,948.04 8.19 ₹ 183,106.56
15Y ₹ 180000 ₹ ₹


Date NAV Regular Growth NAV Direct Growth
26-07-2024 28.2988 30.9199
25-07-2024 28.195 30.8056
24-07-2024 28.1596 30.766
23-07-2024 28.1534 30.7585
22-07-2024 28.2099 30.8192
19-07-2024 28.2083 30.8148
18-07-2024 28.2567 30.8668
16-07-2024 28.2153 30.8199
15-07-2024 28.2021 30.8046
12-07-2024 28.1666 30.7632
11-07-2024 28.1276 30.7197
10-07-2024 28.1446 30.7374
09-07-2024 28.149 30.7414
08-07-2024 28.1209 30.7098
05-07-2024 28.1021 30.6866
04-07-2024 28.1108 30.6952
03-07-2024 28.0857 30.6669
02-07-2024 28.0193 30.5935
01-07-2024 28.0197 30.5931
28-06-2024 28.0021 30.5714
27-06-2024 28.0473 30.6198
26-06-2024 28.0103 30.5785

Fund Launch Date: 21/Jan/2010
Fund Category: Conservative Hybrid Fund
Investment Objective: To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Fund Description: Conservative Hybrid Fund
Fund Benchmark: CRISIL Hybrid 85+15 - Conservative Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.