Sundaram Conservative Hybrid Monthly IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Conservative Hybrid Monthly IDCW Payout Direct Plan

NAV
₹13.6387
+0.05%
(27 Jun)
AUM
22 Cr
TER
1.16%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.8%
+8.7%
+8.7%
+8.7%
+6.5%
+4.1%
3Y
+12.3%
+12.3%
+12.3%
+12.3%
+9.8%
+8.7%
5Y
NA
+11.4%
+11.4%
+11.4%
+9.9%
+9.3%
ALL
+10.8%
+9.8%
+9.8%
+9.8%
+7.9%
+6.3%
VOL
4.1%
6.7%
6.7%
6.7%
-
5.9%
TER
0.3%
1.0%
1.0%
1.0%
-
1.2%
AUM
₹2,818 Cr
₹3,232 Cr
₹3,232 Cr
₹3,232 Cr
-
₹22 Cr
INFO
2.61
1.46
1.46
1.46
-
1.06
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 Monthly IDCW Payout (DP)
₹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 30th Jun
Top holdings
7.09% Govt Stock 2054
36.9%
Treps
35.4%
7.1% Govt Stock 2034
3.8%
HDFC Bank Ltd
3.1%
Cash And Other Net Current Assets^
2.2%
ICICI Bank Ltd
2.2%
Reliance Industries Ltd
1.9%
Bharti Airtel Ltd
1.8%
HCL Technologies Ltd
1.2%
Infosys Ltd
1.0%
Top industry exposure
Financial Services
8.0%
Energy
2.5%
Technology
2.2%
Communication Services
2.0%
Consumer Defensive
1.6%
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
Ashish Aggarwal

FAQs