Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW)
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
Fund6.17%
Cat. Avg.3.68%
2Y
Fund8.68%
Cat. Avg.5.80%
3Y
Fund8.88%
Cat. Avg.8.64%
5Y
Fund8.16%
Cat. Avg.8.21%
10Y
Fund6.92%
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 | 08 Jul, 24 | 60000 | 62163 | +3.6% | +7.1% |
| 2Y | 07 Jul, 23 | 1.20 L. | 1.30 L. | +8.2% | +8.0% |
| 3Y | 07 Jul, 22 | 1.80 L. | 2.04 L. | +13.2% | +8.4% |
| 5Y | 07 Jul, 20 | 3 L. | 3.66 L. | +22.0% | +8.0% |
| 10Y | 01 Jul, 16 | 6 L. | 8.15 L. | +35.9% | +6.1% |
| SI | 07 Feb, 13 | 7.45 L. | 10.59 L. | +42.1% | +5.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 27 Jun, 24 | 1 L. | 1.06 L. | +6.2% | +6.2% |
| 2Y | 27 Jun, 23 | 1 L. | 1.18 L. | +18.1% | +8.7% |
| 3Y | 27 Jun, 22 | 1 L. | 1.29 L. | +29.1% | +8.9% |
| 5Y | 29 Jun, 20 | 1 L. | 1.48 L. | +48.3% | +8.2% |
| 10Y | 01 Jul, 16 | 1 L. | 1.58 L. | +58.0% | +5.2% |
| SI | 08 Jan, 13 | 1 L. | 1.78 L. | +77.9% | +4.7% |
SIP Planner
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%
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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.