- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Conservative Hybrid Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
₹ 31.96
NAV (Apr 11)
Conservative Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Expense Ratio | 1.51 % |
Launched 12Y ago | 2013-01-08 |
AUM in Crores | 27.1 |
ISIN | INF903J01OP6 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 3.6 |
Beta | 0.6 |
Sharpe Ratio | 0.3 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
GOI
41.61%GOI
19.2%Others
15.08%Reliance Industries Ltd.
2.7%HDFC Bank Ltd.
2.65%
Allocation by Sector
Financial
6.56%Technology
2.2%Energy
1.97%Communication
1.56%Consumer Staples
1.47%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
