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Compare Sundaram Debt Oriented Hybrid Fund vs HDFC Hybrid Debt Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹250 | ₹100 |
Expense Ratio | 2.15 | 1.72 |
NAV | ₹29.81 | ₹82.36 |
Fund Started | 25 Jan 2010 | 17 Nov 2003 |
Fund Size | ₹27.34 Cr | ₹3363.81 Cr |
Exit Load | - | Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year |
Risk
NA
NA
Rating
3.0
4.0
Min SIP Amount
₹250
₹100
Expense Ratio
2.15
1.72
NAV
₹29.81
₹82.36
Fund Started
25 Jan 2010
17 Nov 2003
Fund Size
₹27.34 Cr
₹3363.81 Cr
Exit Load
-
Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year
Returns
1 Year | 9.28% | 9.81% |
3 Year | 9.01% | 12.18% |
5 Year | 9.92% | 13.23% |
1 Year
9.28%
9.81%
3 Year
9.01%
12.18%
5 Year
9.92%
13.23%
Holding Analysis
Equity | 19.41% | 20.65% |
Cash | 37.95% | 4.12% |
Equity
19.41%
20.65%
Cash
37.95%
4.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.99% |
ICICI Bank Ltd. | 2.19% |
Reliance Industries Ltd. | 1.75% |
Bharti Airtel Ltd. | 1.71% |
HCL Technologies Ltd. | 1.06% |
Infosys Ltd. | 0.96% |
Axis Bank Ltd. | 0.87% |
State Bank of India | 0.75% |
ITC Ltd. | 0.62% |
Bharat Petroleum Corporation Ltd. | 0.57% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 2.50% |
HDFC Bank Ltd. | 2.00% |
State Bank of India | 1.17% |
Axis Bank Ltd. | 1.15% |
Reliance Industries Ltd. | 1.04% |
Sun Pharmaceutical Industries Ltd. | 0.82% |
Bharti Airtel Ltd. | 0.78% |
ITC Ltd. | 0.76% |
Infosys Ltd. | 0.76% |
Larsen & Toubro Ltd. | 0.70% |
Fund Manager
Name | Dwijendra Srivastava | Dhruv Muchhal |
Start Date | 03 Nov 2015 | 14 Sep 2023 |
Name
Dwijendra Srivastava
Dhruv Muchhal
Start Date
03 Nov 2015
14 Sep 2023
About Fund
Description | The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. | The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities. |
Launch Date | 25 Jan 2010 | 17 Nov 2003 |
Description
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.
Launch Date
25 Jan 2010
17 Nov 2003