Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW

Q: How to check the XIRR of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW?

You can track the exact XIRR and portfolio overlapping of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

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

Fund-0.19%

Cat. Avg.3.68%

Fund0.46%

Cat. Avg.5.80%

Fund1.29%

Cat. Avg.8.64%

Fund2.31%

Cat. Avg.8.21%

10Y

FundN/A

Cat. Avg.8.23%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.61%	5.19	27.44%
2	Cash and Other Net Current Assets	CASH	Others		Others		4.99	26.41%
3	6.36% Central Government Securities 16/02/2031	DEBT	G-Sec		Sovereign	6.86%	4.92	26.03%
4	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		0.43	2.26%
5	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		0.40	2.13%
6	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks		0.37	1.93%
7	State Bank of India	Equity	Listed	Large Cap	Banks		0.24	1.24%
8	Infosys Ltd	Equity	Listed	Large Cap	It - Software		0.21	1.13%
9	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks		0.19	1.02%
10	HCL Technologies Ltd	Equity	Listed	Large Cap	It - Software		0.19	0.99%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	08 Jul, 24	60000	60490	+0.8%	+1.6%
2Y	07 Jul, 23	1.20 L.	1.21 L.	+0.7%	+0.7%
3Y	07 Jul, 22	1.80 L.	1.81 L.	+0.8%	+0.5%
5Y	07 Jul, 20	3 L.	3.08 L.	+2.8%	+1.1%
SI	07 Sep, 16	5.30 L.	5.36 L.	+1.1%	+0.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	27 Jun, 24	1 L.	99811	-0.2%	-0.2%
2Y	27 Jun, 23	1 L.	1.01 L.	+0.9%	+0.5%
3Y	27 Jun, 22	1 L.	1.04 L.	+3.9%	+1.3%
5Y	29 Jun, 20	1 L.	1.12 L.	+12.3%	+2.4%
SI	09 Aug, 16	1 L.	98436	-1.6%	-0.2%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.