Sundaram Conservative Hybrid Half Yearly IDCW Reinvest Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Conservative Hybrid Half Yearly IDCW Reinvest Direct Plan

NAV
₹20.7988
+0.00%
(11 Dec)
AUM
27 Cr
TER
1.18%
Risk
Moderate 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
+12.4%
+11.0%
+10.8%
+10.8%
+10.8%
+10.8%
3Y
+8.9%
+7.9%
+14.1%
+14.1%
+14.1%
+14.1%
5Y
+9.4%
+9.5%
+12.7%
+12.7%
+12.8%
+12.8%
ALL
+8.0%
+7.4%
+7.7%
+7.7%
+7.3%
+7.3%
VOL
-
6.1%
6.8%
6.8%
5.7%
5.7%
TER
-
1.2%
1.1%
1.1%
1.1%
1.1%
AUM
-
₹27 Cr
₹66 Cr
₹66 Cr
₹66 Cr
₹66 Cr
INFO
-
1.22
1.13
1.13
1.28
1.28
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 31st Oct
Top holdings
Treps
36.1%
7.1% Govt Stock 2034
22.2%
7.3% Govt Stock 2053
18.9%
HDFC Bank Ltd
2.6%
ICICI Bank Ltd
1.9%
Cash And Other Net Current Assets^
1.5%
Bharti Airtel Ltd
1.4%
Reliance Industries Ltd
1.4%
HCL Technologies Ltd
1.3%
Infosys Ltd
1.2%
Top industry exposure
Financial Services
7.0%
Technology
2.4%
Consumer Defensive
2.1%
Energy
1.9%
Consumer Cyclical
1.7%
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
Ashish Aggarwal

FAQs