27 Jun, EOD - Indian

Nifty 50 25637.8 (0.35)

Nifty Pharma 21928.6 (0.55)

Nifty IT 38822.95 (-0.44)

Nifty Next 50 68712.4 (0.61)

Nifty Bank 57443.9 (0.41)

Nifty Smallcap 100 18976.8 (0.91)

Nifty Midcap 100 59385.15 (0.27)

SENSEX 84058.9 (0.36)

27 Jun, EOD - Global

NIKKEI 225 40150.79 (1.43)

HANG SENG 24284.15 (-0.17)

S&P 6232.75 (-0.05)

Login/Signup
Careers

Fund Overview

Sundaram Conservative Hybrid Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

29.71

Inception Date

08-03-2010

Category

Hybrid - Debt Oriented
Investment Objectives

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

Risk O Meter
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Conservative Hybrid Fund (G) 2.54 3.39 5.93 8.71 8.95 7.00 7.37
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (CRISIL Hybrid 85+15 - Conservative Index)

1Lakh investment Grown to 1.06 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 0.00 Lakh

img
Key Parameters
AUM(₹ Cr.) 27
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Expense Ratio (%) 2.19
Benchmark CRISIL Hybrid 85+15 - Conservative Index
Fund Manager Dwijendra Srivastava
Exit Nil
Incrimental Invest(₹) 500
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 15 06 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 4250 0.81
ICICI Bank Equity 4200 0.59
Reliance Industr Equity 3400 0.49
Bharti Airtel Equity 2500 0.46
HCL Technologies Equity 1848 0.31
Infosys Equity 1750 0.28
Powergrid Infra. Infrastructure Investment Trust (InvITs) 30000 0.26
Axis Bank Equity 2000 0.24
St Bk of India Equity 2600 0.21
ITC Equity 4000 0.17
B P C L Equity 5000 0.16
Larsen & Toubro Equity 400 0.14
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Conservative Hybrid Fund 27.30 5.93 8.71 8.95 7.37 08-Mar-2010 0.5991 1.06
SBI Magnum Children Benefit Fund - Savings Plan 127.11 10.12 13.60 14.03 10.76 21-Feb-2002 1.4842 1.28
UTI-Unit Linked Insurance Plan 5,467.51 9.91 10.97 11.67 10.41 01-Oct-1971 0.5872 1.80
Parag Parikh Conservative Hybrid Fund 2,665.17 9.86 12.44 NA 10.56 26-May-2021 1.6799 0.95
DSP Regular Savings Fund 173.25 9.52 11.09 9.68 8.78 11-Jun-2004 1.1211 1.04
Aditya Birla SL Regular Savings Fund 1,384.52 9.34 10.44 11.94 9.43 22-May-2004 0.9139 1.02
ICICI Pru Regular Savings Fund 3,188.48 9.14 11.14 10.64 9.99 30-Mar-2004 1.2572 0.93
Franklin India Debt Hybrid Fund 203.91 8.63 11.14 9.58 9.34 28-Sep-2000 1.0683 1.07
UTI-Conservative Hybrid Fund 1,683.78 8.58 11.43 11.73 9.43 16-Dec-2003 1.047 1.19
Edelweiss Multi Asset Allocation Fund 1,734.87 8.49 NA NA 7.95 23-Jun-2023 2.6772 0.19
1 2 3