- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Conservative Hybrid Fund (G)
Sundaram Conservative Hybrid Fund (G)
₹ 28.8502
NAV (Oct 03)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.8502
NAV (Oct 3)
Fund Returns
Last 1Y | 12.5% |
Last 3Y | 6.9% |
Last 5Y | 9.1% |
Last 10Y | 7.7% |
Since Inception | 7.5% |
6 Month CAGR | 6% |
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 | 2.15 |
Launched (0y ago) | 2.15 |
AUM in Crores | 27.2 |
ISIN | INF903J01HB0 |
Lock-in | - |
Benchmark | CRISIL Hybrid 85+15 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 5 |
Beta | 0.6 |
Sharpe Ratio | 0.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund (G) | 9,14,504 | 1,81,892 | 9.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
GOI
41.6%GOI
19.2%Others
15.1%Reliance Industries Ltd.
2.7%HDFC Bank Ltd.
2.7%Allocation by Sector
Financial
6.762271%Energy
3.216914%Construction
2.489721%Technology
2.351259%Communication
1.756887%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 5,088 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.417% | 22.714% | ||
18.575% | 15.143% | ||
11.045% | 8.523% | ||
5.644% | 4.955% | ||
18.305% | 12.121% |
Sundaram Conservative Hybrid Fund (G) Review
Sundaram Conservative Hybrid Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 7.536% over a period of 14 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ashish Aggarwal, Bharath S., Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Conservative Hybrid Fund (G) as of 10/3/2024 is ₹28.85 with the total AUM as of 10/4/2024 is ₹27.236213. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Conservative Hybrid Fund (G) was launched on 2010-03-08. The category risk of the fund is Above Average.
The minimum SIP amount for Sundaram Conservative Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Sundaram Conservative Hybrid Fund (G)?
How to invest in Sundaram Conservative Hybrid Fund (G)?
You can invest in Sundaram Conservative Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Conservative Hybrid Fund (G)?
The minimum sip amount for Sundaram Conservative Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Conservative Hybrid Fund (G) good to invest in?
As per Scripbox experts, Sundaram Conservative Hybrid Fund (G) is a 1 fund. You can investSundaram Conservative Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Conservative Hybrid Fund (G)?
The expense ratio of the Sundaram Conservative Hybrid Fund (G) is 2.15% for regular plan.