Sundaram Conservative Hybrid Half Yearly IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Conservative Hybrid Half Yearly IDCW Reinvest Direct Plan

NAV
₹21.4578
+0.05%
(27 Jun)
AUM
20 Cr
TER
0.83%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+9.6%
+9.6%
+9.6%
+8.6%
+7.2%
+6.9%
3Y
+12.2%
+12.2%
+12.2%
+11.7%
+9.3%
+9.7%
5Y
NA
NA
NA
+10.6%
+8.3%
+9.9%
ALL
+10.3%
+10.3%
+10.3%
+9.3%
+7.5%
+7.3%
VOL
4.0%
4.0%
4.0%
5.9%
-
5.9%
TER
0.3%
0.3%
0.3%
0.5%
-
0.8%
AUM
₹3,246 Cr
₹3,246 Cr
₹3,246 Cr
₹3,072 Cr
-
₹20 Cr
INFO
2.55
2.55
2.55
1.58
-
1.23
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 Half Yearly IDCW Reinvest (DR)
₹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 15th Feb
Top holdings
Treps
52.5%
India (Republic of) 6.36%
25.4%
7.24% Gs 2055
24.8%
Cash And Other Net Current Assets^
23.5%
Bharti Airtel Ltd
2.4%
HDFC Bank Ltd
2.3%
Reliance Industries Ltd
2.2%
State Bank of India
1.6%
ICICI Bank Ltd
1.4%
Infosys Ltd
1.2%
Top industry exposure
Financial Services
6.9%
Technology
3.0%
Communication Services
2.4%
Consumer Cyclical
2.3%
Energy
2.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
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