₹ 30.27 Cr
2.14%
CRISIL Hybrid 85+15 Conservative TRI
INF903J01HD6
5000.0
500.0
250
Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Ashish Aggarwal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Conservative Hybrid Fund Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) | 9.03 | 8.73 | 6.77 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme aims to generate regular income through investments in fixed income securities. It also aims to generate long term capital appreciation by investing a portion of its assets in equity and equity related instruments
Company | Holdings (%) |
---|---|
7.18% GOI 14/08/2033 | 36.3 |
Others | 23.74 |
7.3% GOI 19/06/2053 | 16.53 |
ICICI Bank Ltd. | 3.8 |
Reliance Industries Ltd. | 2.33 |
HDFC Bank Ltd. | 2.21 |
Larsen & Toubro Ltd. | 2.08 |
Axis Bank Ltd. | 1.83 |
Sun Pharmaceutical Industries Ltd. | 1.55 |
Others | 1.51 |
Sector | Holdings (%) |
---|---|
Sovereign | 52.83 |
Others | 25.51 |
Financial | 8.66 |
Energy | 2.33 |
Construction | 2.08 |
Healthcare | 2.01 |
Consumer Staples | 1.82 |
Technology | 1.65 |
Communication | 1.38 |
Services | 0.97 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Conservative Hybrid Qly IDCW | 6.77 |
Parag Parikh Conservative Hybrid Fund Reg Gr | 0.0 |
Kotak Debt Hybrid Gr | 11.56 |
HDFC Hybrid Debt Gr | 10.7 |
HSBC Conservative Hybrid Fund Gr | 8.79 |
ICICI Pru Reg Savings Gr | 9.72 |
Franklin India Debt Hybrid Gr | 8.18 |
SBI Conservative Hybrid Reg Gr | 10.93 |
BANK OF INDIA Cons Hybrid ECO Gr | 9.74 |
DSP Reg Savings Reg Gr | 8.25 |