1M
6M
1Y
3Y
5Y
All
| NAV: 13 Jan 2025 | ₹20.58 |
| Min. SIP amount | ₹250 |
| Rating | 3 |
| Fund size | ₹28.02Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.6% | 7.0% | 9.0% | 8.3% |
| Category average | 9.7% | 8.0% | 8.6% | NA |
| Rank with in category | 27 | 25 | 19 | NA |
Understand terms
Peer Comparison
| Hybrid, Conservative Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
UTI Conservative Hybrid Fund Direct IDCW Monthly | 3 | 10.5% | 8.6% | 1,665.27 |
UTI Conservative Hybrid Fund Direct Flexi IDCW | 3 | 10.5% | 8.6% | 1,665.27 |
UTI Conservative Hybrid Fund Direct Monthly Payment | 3 | 10.5% | 8.6% | 1,665.27 |
Canara Robeco Conservative Hybrid Fund Direct IDCW Quarterly | 4 | 9.4% | 7.9% | 978.94 |
Canara Robeco Conservative Hybrid Fund Direct IDCW Monthly | 4 | 9.4% | 7.9% | 978.94 |
Holdings (29)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 22.19% |
GOI | Sovereign | GOI Sec | 18.74% |
HDFC Bank Ltd. | Financial | Equity | 2.73% |
ICICI Bank Ltd. | Financial | Equity | 1.95% |
Bharti Airtel Ltd. | Communication | Equity | 1.44% |
Reliance Industries Ltd. | Energy | Equity | 1.32% |
HCL Technologies Ltd. | Technology | Equity | 1.28% |
Infosys Ltd. | Technology | Equity | 1.19% |
Powergrid Infrastructure Investment Trust | Services | InvITs | 0.92% |
Larsen & Toubro Ltd. | Construction | Equity | 0.78% |
Axis Bank Ltd. | Financial | Equity | 0.77% |
State Bank of India | Financial | Equity | 0.75% |
ITC Ltd. | Consumer Staples | Equity | 0.70% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.68% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.58% |
United Spirits Ltd. | Consumer Staples | Equity | 0.53% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.53% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.52% |
Ultratech Cement Ltd. | Construction | Equity | 0.52% |
Alkem Laboratories Ltd. | Healthcare | Equity | 0.51% |
Bajaj Auto Ltd. | Automobile | Equity | 0.51% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.47% |
Marico Ltd. | Consumer Staples | Equity | 0.46% |
PI Industries Ltd. | Chemicals | Equity | 0.43% |
Grasim Industries Ltd. | Construction | Equity | 0.40% |
Maruti Suzuki India Ltd. | Automobile | Equity | 0.39% |
Apollo Tyres Ltd. | Automobile | Equity | 0.38% |
Bank Of Baroda | Financial | Equity | 0.35% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 0.09% |
See All
Pros and cons
Category: Hybrid Conservative Hybrid
Pros
Exit load is zero
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
5Y and 10Y annualised returns higher than category average
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher expense ratio: 1.16%
Expense ratio, exit load and tax
Expense ratio: 1.16%
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 SrivastavaJan 2013 - PresentView details
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
Bharath S.May 2022 - PresentView details
Bharath S.
May 2022 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sandeep AgarwalJan 2013 - PresentView details
Sandeep Agarwal
Jan 2013 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
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Sundaram Conservative Hybrid Fund Direct Plan IDCW Quarterly
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