Compare Sundaram Debt Oriented Hybrid Fund vs Bank of India Conservative Hybrid Fund
Fund Details
Risk | NA | NA |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹1000 |
Expense Ratio | 2.16 | 2.05 |
NAV | ₹28.51 | ₹33.03 |
Fund Started | 25 Jan 2010 | 28 Jan 2009 |
Fund Size | ₹27.57 Cr | ₹66.46 Cr |
Exit Load | - | Exit load of 1% if units in excess of 10% of the initial units allotted are redeemed within 1 year |
Returns
1 Year | 10.57% | 10.23% |
3 Year | 6.13% | 12.52% |
5 Year | 8.33% | 11.78% |
Holding Analysis
Equity | 20.37% | 17.74% |
Cash | 19.87% | 20.04% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Dwijendra Srivastava | Alok Singh |
Start Date | 03 Nov 2015 | 01 Dec 2021 |
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 regular income through investments of a substantial portion in fixed income securities and long term capital appreciation by investing upto 20% of the net assets in equity and equity related instruments. The scheme will seek to build a well-diversified, high credit portfolio that minimizes liquidity risk and credit risk. |
Launch Date | 25 Jan 2010 | 28 Jan 2009 |
