Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Hybrid
Direct
Conservative Allocation
NAV: ₹ 29.54 as on 24-04-2024
Fund Performance
8 people have invested ₹ 47K in Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option in the last three months
Mutual Fund Insights
In the last 3 years, Kotak Debt Hybrid Direct Growth has given 12.2% return, outperforming this fund by 2.37% per annum.
In the last 5 years, Kotak Debt Hybrid Direct Growth has given 12.68% return, outperforming this fund by 4.92% per annum.
In the last 1 year, Kotak Debt Hybrid Direct Growth has given 17.85% return, outperforming this fund by 6.56%.
About the Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
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, Ashish Aggarwal, S. Bharath. 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 Mar 2024 and is less than category average.
- The fund has an expense ratio 1.2.
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option 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 (31-Mar-24)
Sector Allocation
Financial Services
40%
Energy
11.2%
Health
10.4%
Industrial
10.2%
Tech
9.7%
Consumer Defensive
8.7%
Communication
6.3%
Basic Materials
3.6%
Top Holdings of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option as on (31-Mar-24)
Equity Holdings17
Debt Holdings3
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 3.58% | 0% | |
 Reliance Industries Ltd | 2.34% | 0% | |
 HDFC Bank Ltd | 2.19% | 0% | |
 Larsen & Toubro Ltd | 2.09% | 0% | |
 Axis Bank Ltd | 1.67% | 0% |
See all
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 30.4 Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option 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
Ashish Aggarwal
Fund Manager of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
S. Bharath
Fund Manager of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option, since 16 May 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 8.34% since inception which is more than its category average return of 6.18%
Fund Allocations
This fund has an allocation of 20.97% in Equity, 46.62% in Debt and 32.15% in Cash related instruments
AUM size ₹30 Cr
This fund has AUM of ₹30 Cr which is less than its category average of ₹ 726 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 ₹29.54 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 0.07% | 0.07% |
6 Month Returns | 7.02% | 7.02% |
1 Year Returns | 11.29% | 11.29% |
3 Years Returns | 32.48% | 9.83% |
5 Years Returns | 45.27% | 7.75% |
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 March 2024
₹30 Cr as on March 2024
7.18% Govt Stock 2033(36.56%), 7.3% Govt Stock 2053(16.68%), ICICI Bank Ltd(3.58%), Reliance Industries Ltd(2.34%), HDFC Bank Ltd(2.19%) as on March 2024
Government(46.77%), Cash Equivalent(32.26%), Financial Services(8.39%) as on March 2024
AAA | 100 |
Sandeep Agarwal, Dwijendra Srivastava, Ashish Aggarwal, S. Bharath 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%