- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Conservative Hybrid Fund Transfer (PIDCW-M)
Formerly Sundaram Debt Oriented Hyb Mn IDCW-T
Sundaram Conservative Hybrid Fund Transfer (PIDCW-M)
₹ 13.3857
NAV (Apr 22)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.3857
NAV (Apr 22)
Fund Returns
Last 1Y | 10% |
Last 3Y | 8% |
Last 5Y | 6.1% |
Last 10Y | 7.1% |
Since Inception | 6.3% |
6 Month CAGR | 6% |
Scheme Information
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Expense Ratio | 2.16 |
Launched (14y ago) | Mar 08, 2010 |
AUM in Crores | 30.396 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.4 |
Standard Deviation (5yr) | 5.8 |
Beta (3yr) | 1.04 |
Beta (5yr) | 1.1 |
Sharpe Ratio (3yr) | 0.641 |
Sharpe Ratio (5yr) | 0.186 |
YTM | 7.01236 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) | 8,48,560 | 1,15,948 | 6.1% | |
| 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
7.18% govt stock 2033
36.6%treps
24%7.3% govt stock 2053
16.7%icici bank ltd
3.6%reliance industries ltd
2.3%Allocation by Sector
financial services
8.2%energy
2.3%industrials
2.1%healthcare
2.1%technology
1.8%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) Review
Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.3% over a period of 14 years. The fund was previously known as Sundaram Debt Oriented Hyb Mn IDCW-T. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Dwijendra Srivastava, Rohit Seksaria, Sandeep Agarwal, S. Bharath.
Nav of Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) as of 4/22/2024 is ₹13.39 with the total AUM as of 4/23/2024 is ₹30.396. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) was launched on Mar 08, 2010. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) is ₹0 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 Transfer (PIDCW-M)?
How to invest in Sundaram Conservative Hybrid Fund Transfer (PIDCW-M)?
You can invest in Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M)?
The minimum sip amount for Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) is a Not Recommended fund. You can investSundaram Conservative Hybrid Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M)?
The expense ratio of the Sundaram Conservative Hybrid Fund Transfer (PIDCW-M) is 2.16% for regular plan.