• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Conservative Hybrid Fund (G)
Sundaram Mutual Fund

Sundaram Conservative Hybrid Fund (G)

HybridConservative Hybrid

28.8502

NAV (Oct 03)

9.102%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in conservative hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Ashish Aggarwal

Fund Manager

Bharath S.

Fund Manager

Dwijendra Srivastava

Fund Manager

Sandeep Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Conservative Hybrid Fund (G)70%9,14,504 1,81,8929.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-01

Top Stock Holdings

GOI

41.6%
41.612%

GOI

19.2%
19.205%

Others

15.1%
15.084%

Reliance Industries Ltd.

2.7%
2.695%

HDFC Bank Ltd.

2.7%
2.651%
See all holdings

Allocation by Sector

Financial

6.762271%
6.762271%

Energy

3.216914%
3.216914%

Construction

2.489721%
2.489721%

Technology

2.351259%
2.351259%

Communication

1.756887%
1.756887%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 48,201 cr

₹ 3,347 cr

₹ 5,088 cr

₹ 12,399 cr

₹ 24,644 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox 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)?

Sundaram Conservative Hybrid Fund (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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.