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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth

Hybrid: Conservative Open Ended Scheme
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NAV
₹ 29.0586 ₹ -0.06 (-0.21 %)
as on 03-04-2025
Asset Size (AUM)
26.7 Cr
Launch Date
Mar 01, 2010
Invest in this scheme
Investment Objective
The scheme aims to generate regular income through investments in fixed income securities. It also aims to generate long term capital appreciation by investing a portion of its assets in equity and equity related instruments
Minimum Investment 5000.0
Minimum Top-up 500.0
Investment Returns Since Launch in Mar 01, 2010
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7.31

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
-0.01 %
Expense Ratio
2.19%
Volatility
4.91 %
Fund House
Sundaram Mutual Fund
Fund Manager
Dwijendra Srivastava, Bharath S., Sandeep Agarwal, Ashish Aggarwal
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give better returns than fixed income instruments as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 3 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsDebtMutual FundsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10681
FD₹ 10600
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 03-04-2025
Created with Highcharts 4.1.4ReturnsSundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - GrowthAK Hybrid Conservative TRIHybrid: ConservativeYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-5051015

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesSundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - GrowthAK Hybrid Conservative TRIHybrid: Conservative2016201720182019202020212022202320242025-50510152025

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000122,7982,7985.15
Benchmark10,00010,14414420.47
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 01-03-2010 6.81 9.02 7.1 10.07 6.87
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 10.54 12.28 8.98 10.88 7.05
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 9.95 12.09 9.01 12.61 8.07
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.93 13.61 11.13 0.0 0.0
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 9.68 12.21 8.35 10.31 7.31
Portfolio Analysis
Portfolio as on 28-02-2025
Sector Allocation
SectorAllocation (%)
N/A82.31
Financial Services6.97
Information Technology2.2
Oil, Gas & Consumable Fuels1.97
Telecommunication1.56
Fast Moving Consumer Goods1.47
Automobile and Auto Components0.92
Construction Materials0.86
Construction0.47
Consumer Services0.47
Healthcare0.44
Chemicals0.36
Portfolio Holdings
CompanyHoldings (%)
7.10% Central Government Securities 08/04/203442.07
7.30% Government Securities - 19/06/205319.13
TREPS17.86
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.76
Cash and Other Net Current Assets^2.02
ICICI BANK LIMITED EQ NEW FV RS. 2/-1.89
RELIANCE INDUSTRIES LIMITED EQ1.53
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-1.47
INFOSYS LIMITED EQ FV RS 51.11
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-1.09
AXIS BANK LIMITED EQ NE FV RS. 2/-0.76
STATE BANK OF INDIA EQ NEW RE. 1/-0.67
ITC LIMITED EQ NEW FV RE.1/-0.59
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-0.48
ULTRATECH CEMENT LIMITED EQ0.47
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-0.47
BAJAJ AUTO LIMITED EQ0.47
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-0.47
MARICO LIMITED NEW EQ RE.10.45
MARUTI SUZUKI INDIA LIMITED EQ0.45
ALKEM LABORATORIES LIMITED EQ0.44
BHARAT PETROLEUM CORPORATION LTD. EQ0.44
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-0.43
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD EQ0.41
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-0.39
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-0.36
Corporate Debt Market Development Fund - Class A20.32
BHARTI AIRTEL LIMITED EQ PP RS. 1.25/-0.09
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesInformation TechnologyOil, Gas & Consumable FuelsTelecommunicationFast Moving Consumer GoodsAutomobile and Auto ComponentsConstruction MaterialsConstructionConsumer ServicesOthers
Portfolio Holdings
Created with Highcharts 4.1.47.10% Central Government Securities 08/04/20347.30% Government Securities - 19/06/2053TREPSHDFC BANK LIMITED EQ NEW FV RE. 1/-Cash and Other Net Current Assets^ICICI BANK LIMITED EQ NEW FV RS. 2/-RELIANCE INDUSTRIES LIMITED EQBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-INFOSYS LIMITED EQ FV RS 5Others