Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl
Hybrid
Direct
Conservative Allocation
NAV: ₹ 19.4 as on 18-04-2024
Fund Performance
About the Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl
Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, S. Bharath, Ashish Aggarwal, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl 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 Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl 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 Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl 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 Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl as on (31-Mar-24)
Equity Holdings17
Debt Holdings3
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 3.55% | 0% | |
 Reliance Industries Ltd | 2.24% | 0% | |
 HDFC Bank Ltd | 2.1% | 0% | |
 Larsen & Toubro Ltd | 2.04% | 0% | |
 Axis Bank Ltd | 1.64% | 0% |
See all
Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl: 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 Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl Fund Manager
Sandeep Agarwal
Fund Manager of Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl, since 30 September 2012
Top funds managed
S. Bharath
Fund Manager of Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl, since 16 May 2022
Top funds managed
Ashish Aggarwal
Fund Manager of Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl, since 1 January 2022
Top funds managed
Dwijendra Srivastava
Fund Manager of Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl, since 1 June 2012
Top funds managed
Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl 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 7% since inception which is more than its category average return of 6.17%
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 ₹ 723 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 Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl is ₹19.4 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | -0.36% | -0.36% |
6 Month Returns | 5.81% | 5.81% |
1 Year Returns | 10.67% | 10.67% |
3 Years Returns | 31.6% | 9.59% |
5 Years Returns | 43.57% | 7.5% |
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(29.84%), 7.3% Govt Stock 2053(16.78%), ICICI Bank Ltd(3.55%), Reliance Industries Ltd(2.24%), HDFC Bank Ltd(2.1%) as on March 2024
Government(46.77%), Cash Equivalent(32.26%), Financial Services(8.39%) as on March 2024
AAA | 100 |
Sandeep Agarwal, S. Bharath, Ashish Aggarwal, Dwijendra Srivastava are the fund managers of Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl
The Exit load of Sundaram Conservative Hybrid Fund Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl is 0%