Sundaram Conservative Hybrid-G

Fund Category: Conservative Hybrid

Fund Category Conservative Hybrid

Moderately High Hybrid G

3 Morning Star

3 Value Research

NAV( 22 May 2025)

₹ 29.7
0.29%

Sundaram Conservative Hybrid-G

Invest now

Performance

8.68%3y Returns

-0.21% 1D Returns

Investment details

  • Min SIP amount

    ₹ 250
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    2.15%
  • Exit load

    NIL
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 27 Cr
  • Plan

    REGULAR
  • Launch date

    25 Jan 2010
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 85+15 Conservative Index
  • ISIN

    INF903J01HB0

Fund allocation

Asset allocation

Company holdings
Company Allocation %
GOI Sec 7.09 05/08/2054 19.01%
GOI Sec 7.30 19/06/2053 19.47%
ICICI Prudential Life Insurance Company Ltd 0.45%
PI Industries Ltd 0.43%
Cash/Net Current Assets 1.48%
Alkem Laboratories Ltd 0.47%
Grasim Industries Ltd 0.45%
HCL Technologies Ltd 1.06%
HDFC Bank Ltd 2.99%
ICICI Bank Ltd 2.19%
Axis Bank Ltd 0.87%
Bajaj Auto Ltd 0.47%
Bharat Petroleum Corporation Ltd 0.57%
Bharti Airtel Ltd 1.71%
Ultratech Cement Ltd 0.53%
United Spirits Ltd 0.51%
GOI Sec 7.10 08/04/2034 3.84%
Powergrid Infrastructure Investment Trust InvITs 0.88%
CDMDF Class A2 0.31%
Bharti Airtel Ltd PPE 0.11%
Jubilant FoodWorks Ltd 0.52%
Repo 35.59%
Reliance Industries Ltd 1.75%
State Bank of India 0.75%
Infosys Ltd 0.96%
ITC Ltd 0.62%
Kotak Mahindra Bank Ltd 0.55%
Larsen & Toubro Ltd 0.49%
Marico Ltd 0.52%
Maruti Suzuki India Ltd 0.45%
Sectors
Company Allocation %
Others 37.38%
Automobile 0.92%
Construction 0.49%
Consumer Staples 1.65%
Materials 0.98%
Financial 7.35%
Chemicals 0.43%
Services 1.40%
Sovereign 42.32%
Energy 2.32%
Technology 2.02%
Insurance 0.45%
Healthcare 0.47%
Communication 1.82%

Risk Associated

Moderately High
  • Investors be aware that principal under this fund will be at Moderately High risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    20
  • AUM

    ₹ 26,954 Cr
  • Highest Return

    15.09%
About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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