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Fund Overview

Sundaram Conservative Hybrid Fund (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

29.77

Inception Date

08-03-2010

Category

Hybrid - Debt Oriented
Invest
Investment Objectives

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

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Sundaram Conservative Hybrid Fund (G) 2.51 3.36 5.91 8.73 8.84 6.95 7.37
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.06 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.23 Lakh

Benchmark

1Lakh investment Grown to NA Lakh

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Key Parameters
AUM(₹ Cr.) 27
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Incrimental Investment(₹) 500
Expense Ratio (%) 2.19
Benchmark CRISIL Hybrid 85+15 - Conservative Index
Fund Manager Dwijendra Srivastava
Exit Nil
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
GSEC2054 Govt. Securities 37.28
TREPS Reverse Repo 36.06
GSEC2034 Govt. Securities 3.87
HDFC Bank Equity 3.02
ICICI Bank Equity 2.20
Reliance Industr Equity 1.80
Net CA & Others Net CA & Others 1.78
Bharti Airtel Equity 1.70
HCL Technologies Equity 1.16
Infosys Equity 1.04
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Sundaram Conservative Hybrid Fund 27.30 5.91 8.73 8.84 7.37 08-Mar-2010 0.5991 1.06
SBI Magnum Children Benefit Fund - Savings Plan 127.11 9.96 13.74 14.00 10.78 21-Feb-2002 1.4842 1.28
UTI-Unit Linked Insurance Plan 5,467.51 9.36 11.06 11.54 10.41 01-Oct-1971 0.5872 1.80
Parag Parikh Conservative Hybrid Fund 2,665.17 9.07 12.20 NA 10.48 26-May-2021 1.6799 0.95
DSP Regular Savings Fund 173.25 9.02 10.94 9.61 8.78 11-Jun-2004 1.1211 1.04
Aditya Birla SL Regular Savings Fund 1,384.52 9.01 10.40 11.75 9.43 22-May-2004 0.9139 1.02
ICICI Pru Regular Savings Fund 3,188.48 8.90 11.14 10.54 9.99 30-Mar-2004 1.2572 0.93
Edelweiss Multi Asset Allocation Fund 1,734.87 8.67 NA NA 8.00 23-Jun-2023 2.6772 0.19
UTI-Conservative Hybrid Fund 1,683.78 8.38 11.37 11.66 9.43 16-Dec-2003 1.047 1.19
Franklin India Debt Hybrid Fund 203.91 8.24 11.01 9.46 9.34 28-Sep-2000 1.0683 1.07
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