Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth
Expense Ratio: 0.86
Risk: Moderate
Hybrid Scheme - Conservative Hybrid Fund
Plan: Direct
Benchmark: CRISIL Hybrid 85+15 - Conservative Index
Inception: 21-01-2010
Exit Load: Nil
Fund Size:₹19.86 Cr
Performance
1Y
Fund-1.46%
Cat. Avg.1.61%
2Y
Fund1.16%
Cat. Avg.3.82%
3Y
Fund5.21%
Cat. Avg.7.63%
5Y
Fund5.02%
Cat. Avg.6.93%
10Y
Fund6.24%
Cat. Avg.7.62%
SI
FundN/A
Cat. Avg.8.80%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 9.59 | 50.86% |
| 2 | 6.36% Central Government Securities 16/02/2031 | 4.99 | 26.46% |
| 3 | Bharti Airtel Ltd | 0.44 | 2.36% |
| 4 | HDFC Bank Ltd | 0.40 | 2.12% |
| 5 | Reliance Industries Ltd | 0.39 | 2.06% |
| 6 | Cash and Other Net Current Assets | 0.34 | 1.80% |
| 7 | State Bank of India | 0.25 | 1.31% |
| 8 | ICICI Bank Ltd | 0.22 | 1.17% |
| 9 | Infosys Ltd | 0.17 | 0.91% |
| 10 | Axis Bank Ltd | 0.16 | 0.86% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59447 | -0.9% | -1.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.20 L. | -0.0% | -0.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.85 L. | +2.9% | +1.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.35 L. | +11.5% | +4.4% |
| 10Y | 07 Nov, 16 | 6 L. | 8.20 L. | +36.7% | +6.2% |
| SI | 07 Feb, 13 | 8.25 L. | 13.50 L. | +63.7% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 98545 | -1.5% | -1.5% |
| 2Y | 16 Oct, 24 | 1 L. | 1.02 L. | +2.3% | +1.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.16 L. | +16.4% | +5.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.28 L. | +27.6% | +5.0% |
| 10Y | 17 Oct, 16 | 1 L. | 1.83 L. | +83.3% | +6.3% |
| SI | 08 Jan, 13 | 1 L. | 2.70 L. | +170.0% | +7.5% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.