Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
Expense Ratio: 1.85
Risk: Moderate
Hybrid Scheme - Conservative Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 85+15 - Conservative Index
Inception: 21-01-2010
Exit Load: Nil
Fund Size:₹19.86 Cr
Performance
1Y
Fund-2.14%
Cat. Avg.0.78%
2Y
Fund0.35%
Cat. Avg.2.96%
3Y
Fund4.29%
Cat. Avg.6.72%
5Y
Fund4.08%
Cat. Avg.6.05%
10Y
Fund5.25%
Cat. Avg.6.67%
SI
FundN/A
Cat. Avg.8.04%
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
Tap to expand
Debt Ratings
Tap to expand
Debt Instruments
Tap to expand
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% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59246 | -1.3% | -2.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -0.7% | -0.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.83 L. | +1.6% | +1.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.27 L. | +9.1% | +3.5% |
| 10Y | 07 Nov, 16 | 6 L. | 7.81 L. | +30.1% | +5.2% |
| SI | 07 Apr, 10 | 9.95 L. | 17.25 L. | +73.3% | +6.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 97863 | -2.1% | -2.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.01 L. | +0.7% | +0.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.13 L. | +13.4% | +4.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.22 L. | +22.0% | +4.1% |
| 10Y | 17 Oct, 16 | 1 L. | 1.67 L. | +66.9% | +5.3% |
| SI | 05 Apr, 10 | 1 L. | 2.90 L. | +189.6% | +6.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.