SUNDARAM DEBT ORIENTED HYBRID FUND REGULAR HALF YEARLY IDCW REINVESTMENT
16.57
0.02
as on 02-Jun-2023
HYBRID
| CONSERVATIVE
8.1
1 YEAR RETURNS
9.73
3 YEAR RETURNS
5.84
5 YEAR RETURNS
5000.0
Minimum Investment250.0
Minimum SIP Investment500.0
Additional PurchaseThree Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| LIC MF DEBT HYBRID FUND-REGULAR PLAN-MONTHLY IDCW REINVESTMENT | 5 | 11.83 | 6.61 | 6.63 | 6.54 | Buy |
| ICICI PRUDENTIAL REGULAR SAVINGS FUND - MONTHLY IDCW REINVESTMENT | 5 | 13.76 | 8.15 | 9.99 | 8.49 | Buy |
| ICICI PRUDENTIAL REGULAR SAVINGS FUND - QUARTERLY IDCW REINVESTMENT | 5 | 11.7 | 8.15 | 9.99 | 8.49 | Buy |
| BANDHAN REGULAR SAVINGS FUND - QUARTERLY - IDCW REINVESTMENT | 5 | 13.38 | NA | 4.79 | 5.14 | Buy |
| BANDHAN REGULAR SAVINGS FUND - REGULAR - IDCW REINVESTMENT | 5 | 13.56 | NA | 4.79 | 5.14 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Reliance Jio Infocomm Ltd | 10.8 |
| 2 | Oriental Nagpur Betul Highway Pvt Ltd | 10.66 |
| 3 | Cholamandalam Investment & Finance Company Ltd | 9.88 |
| 4 | Housing Development Finance Corporation Ltd | 8.79 |
| 5 | Housing & Urban Development Corporation Ltd | 5.73 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Finance | 27.27 |
| 2 | Finance & Investments | 11.29 |
| 3 | Banks - Private Sector | 10.97 |
| 4 | Telecommunications - Service Provider | 10.8 |
| 5 | Construction | 10.66 |