Hybrid
Direct
Conservative Allocation
NAV as on 06-09-2024
₹ 31.18
1D
Inception Returns
8.6%
/yr
Sundaram Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal, Ashish Aggarwal, S. Bharath. This fund gives you the benefit of diversification.
Sundaram Conservative Hybrid Fund Direct Growth has given a CAGR return of 8.57% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 12.18%, 9.76% and 10.15% respectively.
Sundaram Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Energy, Industrial, Tech, Communication, Consumer Defensive, Health, Basic Materials, Consumer Cyclical.
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Sundaram Conservative Hybrid Fund Direct Growth has no lock in period.
Expense ratio | 1.1% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
AUM | ₹27 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹250 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 329.36% |
STCG | Selling within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at 12.5% without indexation. |
Risk | Moderate Risk |
as on (06-Sep-24)
as on (31-Jul-24)
Top 3 Sectors in July were Government, Financial Services & Energy
Sundaram Conservative Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.37% | 1.37% |
6 Month Returns | 5.21% | 5.21% |
1 Year Returns | 12.18% | 12.18% |
3 Years Returns | 32.21% | 9.76% |
5 Years Returns | 62.17% | 10.15% |
AAA | 100 |