Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Sundaram Mutual Fund

Sundaram Conservative Hybrid Fund Direct Plan-Growth

NAV
returns change indicator
29.5146
as on 22 Apr 2024, 10:46 PM
0.1291(0.44%)
Last Change
loaderloader

Scheme Ratings

2
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,28,630
star
1,32,245
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
32,244
Profit (absolute return)
32.24%
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
1.75%
In the last 6 months
6.57%
In the last 1 year
11.11%
In the last 3 years
32.24%
In the last 5 years
44.91%
In the last 10 years
141.06%
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-Growth
Sundaram Conservative Hybrid Fund Direct Plan-Growth
as of 31 Mar 2024, 05:30 AM
30.51 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.26%
Expense Ratio
Plan
Growth
22.47%
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 31 Mar 2024
Sort By
Financial
8.04%
2.45 Cr
Energy
2.34%
71.32 Lakh
Construction
2.16%
65.87 Lakh
Healthcare
2.15%
65.47 Lakh
Technology
1.79%
54.74 Lakh
Others
83.52%
25.48 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024
Sort By
GOI
53.10%
16.20 Cr
ICICI Bank Ltd.
3.58%
1.09 Cr
Reliance Industries Ltd.
2.34%
71.40 Lakh
Larsen & Toubro Ltd.
2.16%
65.91 Lakh
Others
38.82%
11.85 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Mar 2024
GOI Sec
53.10%
16.20 Cr
Repo
24.35%
7.43 Cr
Cash/NCA
1.17%
35.85 Lakh
InvITs
0.93%
28.41 Lakh
AIF
0.26%
7.82 Lakh
Others
20.19%
6.16 Cr

About Sundaram Conservative Hybrid Fund Direct Plan-Growth

Sundaram Conservative Hybrid Fund Direct Plan-Growth is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers S Bharath, Sandeep Agarwal, Dwijendra Srivastava and Ashish Aggarwal. It has an AUM of ₹30.51 Crores and the latest NAV decalared is ₹29.515 as on 23 Apr 2024 at 11:22 am.
Sundaram Conservative Hybrid Fund Direct Plan-Growth scheme return performance in last 1 year is 11.11%, in last 3 years is 32.24% and 146.21% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:30.51 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
56,229.23 Cr
AUM
106
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237