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Sundaram Mutual Fund

Sundaram Conservative Hybrid Fund Direct Plan-IDCW Monthly Reinvestment

NAV
returns change indicator
13.4919
as on 09 Oct 2024, 11:13 PM
0.0228(0.17%)
Last Change
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Scheme Ratings

2
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,21,661
star
1,25,176
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
25,176
Profit (absolute return)
25.18%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
2.63%
In the last 6 months
6.58%
In the last 1 year
14.18%
In the last 3 years
25.18%
In the last 5 years
61.51%
In the last 10 years
127.74%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Conservative Hybrid Fund Direct Plan-IDCW Monthly Reinvestment
Sundaram Conservative Hybrid Fund Direct Plan-IDCW Monthly Reinvestment
as of 30 Sep 2024, 05:30 AM
28.02 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.10%
Expense Ratio
Plan
Dividend
18.58%
Cash Holding
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Scheme Document
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2024
Sort By
Financial
6.10%
1.71 Cr
Energy
2.78%
77.76 Lakh
Technology
2.44%
68.33 Lakh
Consumer Staples
2.13%
59.73 Lakh
Communication
1.85%
51.72 Lakh
Others
84.71%
23.74 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2024
Sort By
GOI
61.22%
17.15 Cr
ICICI Bank Ltd.
4.52%
1.27 Cr
Reliance Industries Ltd.
2.83%
79.30 Lakh
HDFC Bank Ltd.
2.79%
78.18 Lakh
Others
28.64%
8.03 Cr
View All
View All

About Sundaram Conservative Hybrid Fund Direct Plan-IDCW Monthly Reinvestment

Sundaram Conservative Hybrid Fund Direct Plan-IDCW Monthly Reinvestment is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹28.02 Crores and the latest NAV decalared is ₹13.492 as on 10 Oct 2024 at 5:19 pm.
Sundaram Conservative Hybrid Fund Direct Plan-IDCW Monthly Reinvestment scheme return performance in last 1 year is 14.18%, in last 3 years is 25.18% and 87.08% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:28.02 Cr
Category:Hybrid: Conservative Hybrid
Launch Date:Invalid date
Fund Type:Open-End

About Fund Category

Conservative Hybrid Funds invest between 75% and 90% of their total assets in debt securities and the remaining in equity and equity related instruments. Investors who have a moderately high risk appetite and who want equity exposure may consider these funds to earn higher returns than pure debt funds.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
67,442.81 Cr
AUM
102
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237