Sundaram Conservative Hybrid-G

Fund Category: Conservative Hybrid

Fund Category Conservative Hybrid

Moderately High Hybrid G

3 Morning Star

3 Value Research

NAV( 21 Nov 2024)

₹ 28.49

-0.91%

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Sundaram Conservative Hybrid-G

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Performance

6.23%3y Returns

0.06% 1D Returns

Investment details

Min SIP amount

₹ 1000
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.16%
Exit load

NIL

L After 365 days

Fund details

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Fund size

₹ 28 Cr
Plan

REGULAR
Launch date

25 Jan 2010
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 85+15 Conservative Index
ISIN

INF903J01HB0

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Powergrid Infrastructure Investment Trust InvITs	0.98%
CDMDF Class A2	0.29%
GOI Sec 7.30 19/06/2053	18.86%
GOI Sec 7.10 08/04/2034	40.6%
Repo	17.65%
Cash/Net Current Assets	1.24%
Bharti Airtel Ltd PPE	0.1%
Alkem Laboratories Ltd	0.52%
Varun Beverages Ltd	0.54%
ICICI Prudential Life Insurance Company Ltd	0.54%
Reliance Industries Ltd	1.57%
State Bank of India	0.77%
Sun Pharmaceutical Industries Ltd	0.67%
Ultratech Cement Ltd	0.5%
United Spirits Ltd	0.47%
Jubilant FoodWorks Ltd	0.42%
Infosys Ltd	1.12%
ITC Ltd	0.71%
Larsen & Toubro Ltd	0.79%
Marico Ltd	0.46%
Maruti Suzuki India Ltd	0.4%
PI Industries Ltd	0.52%
Bharat Petroleum Corporation Ltd	0.56%
Bharti Airtel Ltd	1.46%
Grasim Industries Ltd	0.44%
HCL Technologies Ltd	1.18%
HDFC Bank Ltd	2.68%
ICICI Bank Ltd	1.97%
Apollo Tyres Ltd	0.37%
Axis Bank Ltd	0.67%
Bajaj Auto Ltd	0.57%
Bank Of Baroda	0.36%

Sectors

Company	Allocation %
Others	19.18%
Construction	0.79%
Automobile	1.34%
Consumer Staples	2.18%
Materials	0.94%
Financial	6.45%
Chemicals	0.52%
Services	1.40%
Sovereign	59.46%
Energy	2.13%
Technology	2.30%
Insurance	0.54%
Healthcare	1.19%
Communication	1.56%

Risk Associated

Moderately High

Investors be aware that principal under this fund will be at Moderately High risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 68,102 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Dwijendra Srivastava

Funds Offered

20
AUM

₹ 26,209 Cr
Highest Return

10.67%

About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now