Overview
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Mutual Fund
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Investments in Sundaram Conservative Hybrid Fund Direct Plan Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 32.4998
Fund Size (AUM)
₹27.07 Cr
Risk
Moderately High (Risk rating: 4/10)
Minimum Investment
Lumpsum: ₹ 5000
SIP: ₹250
Launch Date
08-Jan-2013
Expense Ratio
1.51%
Exit Load
Nil
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Standard Deviation
3.73
History
Performance & Ratios
1-Year SIP Return
7.95%
3-Year SIP Return
9.47%
5-Year SIP Return
9.4%
Mean Return
3.96%
Alpha
-0.0
Beta
0.87
Sharpe Ratio
0.46
Sortino Ratio
0.99
Information Ratio
-0.24
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 10.54% | 8.85% | 10.77% | 7.93% |
| Category Average | 9.72% | 8.93% | 10.18% | N/A |
| Rank Within Category | 17 | 23 | 15 | N/A |
Holdings (27)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 22.88% |
| GOI | Sovereign | GOI Sec | 19.36% |
| GOI | Sovereign | GOI Sec | 18.86% |
| HDFC Bank Ltd. | Financial | Equity | 2.87% |
| ICICI Bank Ltd. | Financial | Equity | 2.09% |
| Reliance Industries Ltd. | Energy | Equity | 1.6% |
| Bharti Airtel Ltd. | Communication | Equity | 1.6% |
| HCL Technologies Ltd. | Technology | Equity | 1.09% |
| Infosys Ltd. | Technology | Equity | 1.02% |
| Powergrid Infrastructure Investment Trust | Services | InvITs | 0.84% |
Holdings Analysis
Peer Comparison
Peer Comparison
| Fund Name | AUM (₹ Cr) | 1Y Return (%) | 3Y Return (%) | Expense Ratio (%) | Rating |
|---|---|---|---|---|---|
| Kotak Debt Hybrid Fund Direct Growth | 3017.08 | 12.14 | 12.0 | 0.45 | N/A |
| Parag Parikh Conservative Hybrid Fund Direct Growth | 2451.46 | 11.34 | 11.75 | 0.35 | N/A |
| HDFC Hybrid Debt Fund Direct Growth | 3309.97 | 10.55 | 11.22 | 1.15 | N/A |
| ICICI Prudential Regular Savings Fund Direct Growth | 3127.42 | 10.92 | 10.56 | 0.97 | N/A |
| SBI Conservative Hybrid Fund Direct Growth | 9666.02 | 10.32 | 10.31 | 1.05 | N/A |
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 250
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 1000
Min Installments: 5
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 500
Min Installments: 6
AMC Details
Asset Management Company
Sundaram Mutual Fund
Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017. Sundaram Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.
With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.
The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.
For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.
It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Launch Date
1996-02-26T00:00:00.830Z
Total AUM
₹ 64175.83 Cr
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Website
Sub Type
Gilt
Sub Type Info
Invest predominantly in Government Securities(minimum 80% of total assets). They are relatively more risky than the other debt funds due to fluctuating interest rates.
Tax Impact
Returns are taxed as per your Income Tax slab.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Sundaram Conservative Hybrid Fund Direct Plan Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Sundaram Conservative Hybrid Fund Direct Plan Growth?
The top stocks held by Sundaram Conservative Hybrid Fund Direct Plan Growth include GOI, GOI, GOI.
Which industries does Sundaram Conservative Hybrid Fund Direct Plan Growth invest in?
Sundaram Conservative Hybrid Fund Direct Plan Growth primarily invests in the following industries: Sovereign, Financial, Energy.
Who are the fund managers of Sundaram Conservative Hybrid Fund Direct Plan Growth?
The fund managers of Sundaram Conservative Hybrid Fund Direct Plan Growth are Dwijendra Srivastava and Bharath S. and Sandeep Agarwal and Ashish Aggarwal.
How many years has the fund manager been managing Sundaram Conservative Hybrid Fund Direct Plan Growth?
Dwijendra Srivastava:
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Bharath S.:
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Sandeep Agarwal:
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Ashish Aggarwal:
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What is the minimum investment for Sundaram Conservative Hybrid Fund Direct Plan Growth?
The minimum investment for Sundaram Conservative Hybrid Fund Direct Plan Growth is ₹5000 for lumpsum investments and ₹250 for SIPs.
What are the average 1-year returns for Sundaram Conservative Hybrid Fund Direct Plan Growth?
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What are the average 3-year returns for Sundaram Conservative Hybrid Fund Direct Plan Growth?
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What is the expense ratio of Sundaram Conservative Hybrid Fund Direct Plan Growth, and how does it compare to its category?
The expense ratio of Sundaram Conservative Hybrid Fund Direct Plan Growth is 1.51%. The average expense ratio for similar funds in the Hybrid is Calculating....