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-0.42%
Cat. Avg.3.68%
2Y
Fund2.98%
Cat. Avg.5.80%
3Y
Fund5.89%
Cat. Avg.8.64%
5Y
Fund7.16%
Cat. Avg.8.21%
10Y
Fund6.99%
Cat. Avg.8.23%
SI
FundN/A
Cat. Avg.9.09%
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 | 5.19 | 27.44% |
| 2 | Cash and Other Net Current Assets | 4.99 | 26.41% |
| 3 | 6.36% Central Government Securities 16/02/2031 | 4.92 | 26.03% |
| 4 | Bharti Airtel Ltd | 0.43 | 2.26% |
| 5 | Reliance Industries Ltd | 0.40 | 2.13% |
| 6 | HDFC Bank Ltd | 0.37 | 1.93% |
| 7 | State Bank of India | 0.24 | 1.24% |
| 8 | Infosys Ltd | 0.21 | 1.13% |
| 9 | ICICI Bank Ltd | 0.19 | 1.02% |
| 10 | HCL Technologies Ltd | 0.19 | 0.99% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60098 | +0.2% | +0.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.6% | +1.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.90 L. | +5.4% | +3.6% |
| 5Y | 09 Aug, 21 | 3 L. | 3.43 L. | +14.5% | +5.5% |
| 10Y | 08 Aug, 16 | 6 L. | 8.42 L. | +40.3% | +6.7% |
| SI | 07 Feb, 13 | 8.10 L. | 13.49 L. | +66.5% | +7.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99578 | -0.4% | -0.4% |
| 2Y | 16 Jul, 24 | 1 L. | 1.06 L. | +6.0% | +3.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.18 L. | +18.4% | +5.8% |
| 5Y | 16 Jul, 21 | 1 L. | 1.41 L. | +41.3% | +7.2% |
| 10Y | 18 Jul, 16 | 1 L. | 1.97 L. | +96.5% | +7.0% |
| SI | 08 Jan, 13 | 1 L. | 2.73 L. | +172.7% | +7.7% |
SIP Planner
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.