Sundaram Mutual Fundimage

Sundaram Conservative Hybrid Fund

HybridConservativeGrowthQuarterly IDCW ReinvestmentIDCW-Half YearlyIDCW-QuarterlyIDCW-MonthlyMonthly IDCW ReinvestmentHalfyearly IDCW Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 28.68

AUM (in Cr)

₹ 27.48

5 Years CAGR

% 8.31

Risk Level 

Moderately High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Conservative Hybrid Fund
0.86
-0.38
3.44
8.46
6.81
8.31
Nifty 50 Hybrid Composite Debt 15:85 Index
0.76
0.43
3.88
9.43
7.28
8.66
Conservative
1.19
3.99
7.11
14.51
9.30
10.11

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

The primary objective of the scheme is to generate regular income through investments in fixed income securities and the secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.

Expense Ratio
% 2.14
Benchmark
Nifty 50 Hybrid Composite Debt 15:85 Index
AUM
₹ 27.48
Inception Date
25 Jan 2010
Turnover Ratio
-
Exit Load
Nil
Asset Class
Hybrid
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