Sundaram Conservative Hybrid Fund Direct Growth

Hybrid
Direct
Conservative Allocation
Sundaram Conservative Hybrid Fund Direct Growth

About the Fund

Sundaram Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Ashish Aggarwal, Dwijendra Srivastava, Sandeep Agarwal. This fund gives you the benefit of diversification.

Key Parameters

  1. Sundaram Conservative Hybrid Fund Direct Growth has ₹30 Cr worth of assets under management (AUM) as on May 2024 and is less than category average.
  2. The fund has an expense ratio 1.1.

Returns

Sundaram Conservative Hybrid Fund Direct Growth has given a CAGR return of 8.46% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.97%, 9.67% and 9.13% respectively.

Holdings

Sundaram Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Energy, Health, Industrial, Consumer Defensive, Tech, Communication, Basic Materials.

Taxation

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 benefit
Gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Sundaram Conservative Hybrid Fund Direct Growth

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Minimum Investment and lockin period

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.

Fund Performance
zero opening, trading, fund transfer fee
10 people have invested ₹ 44.7K in Sundaram Conservative Hybrid Fund Direct Growth in the last three months

Fund Overview

Expense ratio
Expense ratio
1.1%
Benchmark
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
AUM
AUM
₹30 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹250
Exit Load
Exit Load
0%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
534%

Fund Distribution
as on (31-May-24)

  • Equity 21.3%

  • Debt & Cash 78.5%

Sector Allocation

May'24

Apr'24

Mar'24

Financial Services
41.5%
Energy
11.1%
Health
10.1%
Industrial
9.7%
Consumer Defensive
9.1%
Tech
8.1%
Communication
6.8%
Basic Materials
3.7%
All changes are between Oct'69 and Dec'69

S. Bharath
S. Bharath
Fund Manager of Sundaram Conservative Hybrid Fund Direct Growth, since 16 May 2022
Ashish Aggarwal
Ashish Aggarwal
Fund Manager of Sundaram Conservative Hybrid Fund Direct Growth, since 1 January 2022
Dwijendra Srivastava
Dwijendra Srivastava
Fund Manager of Sundaram Conservative Hybrid Fund Direct Growth, since 1 June 2012
Sandeep Agarwal
Sandeep Agarwal
Fund Manager of Sundaram Conservative Hybrid Fund Direct Growth, since 30 September 2012

Mutual Fund Insights

Insights icon
In the last 1 year, Kotak Debt Hybrid Direct Growth has given 18.47% return, outperforming this fund by 7.5%.
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In the last 5 years, Kotak Debt Hybrid Direct Growth has given 13.15% return, outperforming this fund by 4.03% per annum.
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In the last 3 years, Kotak Debt Hybrid Direct Growth has given 12.05% return, outperforming this fund by 2.38% per annum.
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This fund has one of the lowest expense ratio in the category (conservative allocation). Its expense ratio is 1.1% which is lower than the category average expense ratio of 1.12%.

Sundaram Conservative Hybrid Fund Direct Growth Highlights

Risk meter
pointer

Moderate Risk

Investors understand that their principal will be at Moderate Risk
About the fund

About the fund

This fund has delivered an average annual returns of 8.46% since inception which is more than its category average return of 6.23%
Fund Allocations

Fund Allocations

This fund has an allocation of 21.29% in Equity, 53.58% in Debt and 24.86% in Cash related instruments
AUM size ₹30 Cr

AUM size ₹30 Cr

This fund has AUM of ₹30 Cr which is less than its category average of ₹ 733 Cr
Expense Ratio 1.1%

Expense Ratio 1.1%

This fund has an expense ratio of 1.1% which is less than its category average expense ratio of 1.25%

Frequently Asked Questions

The current NAV of Sundaram Conservative Hybrid Fund Direct Growth is ₹30.26 as on 14-Jun-2024.
Existing (Absolute + CAGR) as on 14-Jun-2024.
Sundaram Conservative Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
1.85%
1.85%
6 Month Returns
5.5%
5.5%
1 Year Returns
10.97%
10.97%
3 Years Returns
31.9%
9.67%
5 Years Returns
54.75%
9.13%
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.
1.1% as on May 2024
₹30 Cr as on May 2024
7.18% Govt Stock 2033(36.6%), 7.3% Govt Stock 2053(16.82%), ICICI Bank Ltd(3.7%), Reliance Industries Ltd(2.26%), HDFC Bank Ltd(2.22%) as on May 2024
Government(53.76%), Cash Equivalent(24.94%), Financial Services(8.83%) as on May 2024
AAA
100
S. Bharath, Ashish Aggarwal, Dwijendra Srivastava, Sandeep Agarwal are the fund managers of Sundaram Conservative Hybrid Fund Direct Growth
The Exit load of Sundaram Conservative Hybrid Fund Direct Growth is 0%