Sundaram Conservative Hybrid Fund Direct Plan IDCW Monthly

Hybrid
Conservative Hybrid
Moderately High Risk
Payout
9.59%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Apr 2024₹13.45
Min. SIP amount₹250
Rating2
Fund size₹30.51Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.6%9.6%7.5%8.3%
Category average12.9%8.4%7.9%NA
Rank with in category261120NA
Understand terms

Holdings (19)

NameSectorInstrumentAssets
SovereignGOI Sec36.36%
SovereignGOI Sec16.74%
FinancialEquity3.58%
EnergyEquity2.34%
ConstructionEquity2.16%
FinancialEquity2.09%
HealthcareEquity1.65%
FinancialEquity1.63%
Consumer StaplesEquity1.38%
CommunicationEquity1.21%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Cons

Exit load is zero
1Y and 5Y annualised returns lower than category average
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher expense ratio: 1.2%
3Y and 10Y annualised returns higher than category average
Low rating: 2
Higher alpha: 1.95 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 1.20%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹250

Fund management

Dwijendra Srivastava
Jan 2013 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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