Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Hybrid
Direct
Conservative Allocation
NAV: ₹ 29.82 as on 16-05-2024
About the Fund
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, Dwijendra Srivastava, S. Bharath, Ashish Aggarwal. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option has ₹30 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
- The fund has an expense ratio 1.2.
Fund Performance
7 people have invested ₹ 44K in Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option in the last three months
Overview
 | 1.2% |
 Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
 | ₹30 Cr |
 | 1 January, 2013 |
 | ₹5000/₹250 |
 | 0% |
 | No Lock-in |
 TurnOver | 534% |
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option Distribution as on (30-Apr-24)
Sector Allocation
Financial Services
41.8%
Energy
11.2%
Industrial
10%
Health
9.7%
Consumer Defensive
8.8%
Tech
8%
Communication
6.7%
Basic Materials
3.7%
Top Holdings of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option as on (30-Apr-24)
Equity Holdings17
Debt Holdings3
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 3.8% | 0% | |
 Reliance Industries Ltd | 2.33% | 0% | |
 HDFC Bank Ltd | 2.21% | 0% | |
 Larsen & Toubro Ltd | 2.08% | 0% | |
 Axis Bank Ltd | 1.83% | 0% |
See all
Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 30.3 Cr as of Apr'24
- AUM decreased by 0.1 Cr between Apr'24 and Mar'24
Fund Portfolio Changes
Mutual Fund Insights
In the last 3 years, Kotak Debt Hybrid Direct Growth has given 11.93% return, outperforming this fund by 2.19% per annum.
In the last 5 years, Kotak Debt Hybrid Direct Growth has given 12.98% return, outperforming this fund by 5.07% per annum.
In the last 1 year, Kotak Debt Hybrid Direct Growth has given 16.62% return, outperforming this fund by 6.54%.
Peer Analysis
Fund Manager
Sandeep Agarwal
Fund Manager of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option, since 30 September 2012
Top funds managed
Dwijendra Srivastava
Fund Manager of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option, since 1 June 2012
Top funds managed
S. Bharath
Fund Manager of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option, since 16 May 2022
Top funds managed
Ashish Aggarwal
Fund Manager of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option Highlights
Moderate Risk
Investors understand that their principal will be at Moderate Risk
About the fund
This fund has delivered an average annual returns of 8.35% since inception which is more than its category average return of 6.17%
Fund Allocations
This fund has an allocation of 21.66% in Equity, 52.83% in Debt and 25.25% in Cash related instruments
AUM size ₹30 Cr
This fund has AUM of ₹30 Cr which is less than its category average of ₹ 730 Cr
Expense Ratio 1.2%
This fund has an expense ratio of 1.2% which is less than its category average expense ratio of 1.25%
Frequently Asked Questions
The current NAV of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option is ₹29.82 as on 16-May-2024.
Existing (Absolute + CAGR) as on 16-May-2024.
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 0.67% | 0.67% |
6 Month Returns | 6.26% | 6.26% |
1 Year Returns | 10.08% | 10.08% |
3 Years Returns | 32.16% | 9.74% |
5 Years Returns | 46.32% | 7.91% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
1.2% as on April 2024
₹30 Cr as on April 2024
7.18% Govt Stock 2033(36.3%), 7.3% Govt Stock 2053(16.53%), ICICI Bank Ltd(3.8%), Reliance Industries Ltd(2.33%), HDFC Bank Ltd(2.21%) as on April 2024
Government(53%), Cash Equivalent(25.33%), Financial Services(9.07%) as on April 2024
AAA | 100 |
Sandeep Agarwal, Dwijendra Srivastava, S. Bharath, Ashish Aggarwal are the fund managers of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
The Exit load of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option is 0%