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Sundaram Conservative Hybrid Half Yearly IDCW Reinvest Direct Plan
Hybrid
Conservative Hybrid Fund
Sundaram Conservative Hybrid Half Yearly IDCW Reinvest Direct Plan
SIP amount
₹
Temporarily restricted by fund house
Lumpsum amount
₹
Temporarily restricted by fund house
Invest now
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This scheme is merged with
Sundaram Conservative Hybrid Quarterly IDCW Reinvest Direct Plan
Sundaram Conservative Hybrid Half Yearly IDCW Reinvest Direct Plan
NAV
₹21.4578
+0.05%
(27 Jun)
AUM
27 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
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Category Average
Sundaram Conservative ...
1Y
+9.2%
+7.6%
+7.6%
+7.6%
+7.2%
+6.9%
3Y
+12.6%
+13.1%
+13.1%
+13.1%
+10.4%
+9.7%
5Y
+11.7%
+13.1%
+13.1%
+13.1%
+10.6%
+9.9%
ALL
+9.7%
+9.6%
+9.6%
+9.6%
+9.0%
+7.3%
VOL
6.7%
6.0%
6.0%
5.5%
-
5.9%
TER
1.0%
0.5%
0.5%
0.5%
-
1.2%
AUM
₹3,188 Cr
₹3,108 Cr
₹3,108 Cr
₹3,108 Cr
-
₹27 Cr
INFO
1.45
1.60
1.60
1.74
-
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 Jun
Top holdings
7.09% Govt Stock 2054
37.3%
Treps
36.1%
7.1% Govt Stock 2034
3.9%
HDFC Bank Ltd
3.0%
ICICI Bank Ltd
2.2%
Reliance Industries Ltd
1.8%
Cash And Other Net Current Assets^
1.8%
Bharti Airtel Ltd
1.7%
HCL Technologies Ltd
1.2%
Infosys Ltd
1.0%
Top industry exposure
Financial Services
7.9%
Energy
2.4%
Technology
2.2%
Communication Services
1.8%
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
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time