Sundaram Conservative Hybrid Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Conservative Hybrid Growth Direct Plan

NAV
₹32.3237
-0.47%
(13 Mar)
AUM
20 Cr
TER
0.83%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+8.3%
+7.6%
+7.4%
+6.2%
+5.4%
+3.3%
3Y
+11.8%
+10.6%
+10.4%
+10.7%
+8.7%
+7.3%
5Y
NA
+9.2%
+8.4%
+10.1%
+7.7%
+7.7%
ALL
+10.0%
+10.4%
+8.7%
+10.5%
+7.4%
+7.8%
VOL
3.0%
4.2%
5.0%
4.9%
-
5.1%
TER
0.3%
1.0%
1.1%
0.5%
-
0.8%
AUM
₹3,354 Cr
₹3,341 Cr
₹139 Cr
₹3,031 Cr
-
₹20 Cr
INFO
3.36
2.46
1.76
2.16
-
1.54
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Conservative Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Treps
27.7%
India (Republic of) 6.36%
25.5%
7.24% Gs 2055
25.1%
Bharti Airtel Ltd
2.3%
HDFC Bank Ltd
2.3%
Reliance Industries Ltd
2.1%
State Bank of India
1.5%
Infosys Ltd
1.1%
ICICI Bank Ltd
1.1%
Cash And Other Net Current Assets^
1.0%
Top industry exposure
Financial Services
6.4%
Technology
2.8%
Consumer Cyclical
2.5%
Communication Services
2.3%
Energy
2.1%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal

FAQs