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Fund Overview

Sundaram Conservative Hybrid Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

28.62

Inception Date

08-03-2010

Category

Hybrid - Debt Oriented
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 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Conservative Hybrid Fund (G) -0.32 1.19 7.05 6.77 8.05 6.81 7.31
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (CRISIL Hybrid 85+15 - Conservative Index)

1Lakh investment Grown to 1.07 Lakh

10,000 investment Grown to 1.23 Lakh

1Lakh investment Grown to 0.00 Lakh

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Key Parameters
AUM(₹ Cr.) 27
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Expense Ratio (%) 2.19
Benchmark CRISIL Hybrid 85+15 - Conservative Index
Fund Manager Dwijendra Srivastava
Exit Nil
Incrimental Invest(₹) 500
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 15 01 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 4250 0.70
ICICI Bank Equity 4200 0.52
Bharti Airtel Equity 2500 0.40
Reliance Industr Equity 3000 0.38
Infosys Equity 1750 0.34
HCL Technologies Equity 1848 0.34
Powergrid Infra. Infrastructure Investment Trust (InvITs) 30000 0.24
Larsen & Toubro Equity 600 0.21
Axis Bank Equity 2000 0.21
St Bk of India Equity 2600 0.20
Sun Pharma.Inds. Equity 1000 0.18
ITC Equity 4000 0.17
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Conservative Hybrid Fund 27.60 7.05 6.77 8.05 7.31 08-Mar-2010 -0.0559 0.99
SBI Magnum Children Benefit Fund - Savings Plan 123.04 14.12 11.34 12.92 10.78 21-Feb-2002 1.0656 1.24
UTI-Retirement Fund 4,631.31 11.96 11.34 12.89 10.09 26-Dec-1994 0.7887 1.63
UTI-Unit Linked Insurance Plan 5,433.67 11.70 7.12 9.22 10.37 01-Oct-1971 0.0696 1.75
HSBC Conservative Hybrid Fund 147.35 11.61 8.30 8.49 8.79 24-Feb-2004 0.4987 1.22
Parag Parikh Conservative Hybrid Fund 2,347.16 11.06 11.24 NA 10.39 26-May-2021 1.105 0.94
UTI-Conservative Hybrid Fund 1,641.94 10.94 8.71 10.13 9.36 16-Dec-2003 0.3878 1.17
DSP Regular Savings Fund 178.78 10.31 8.26 8.28 8.68 11-Jun-2004 0.3661 1.05
ICICI Pru Regular Savings Fund 3,172.75 10.27 8.98 9.51 9.92 30-Mar-2004 0.5961 0.92
Franklin India Pension Plan 516.76 9.60 9.28 9.02 11.51 31-Mar-1997 0.5155 1.58
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