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Sundaram Conservative Hybrid Fund - Direct Plan

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Suitability

This product is suitable for investors who are seeking

• Income over medium to long term,

• regular income through investment in fixed income securities and long term capital appreciation by investing a portion of the assets in equity and equity related instruments

Fund Info

Scheme Class	Hybrid
Scheme Category	Conservative Allocation
Expense Ratio	1.1%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 27
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 500

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

No Exit load, if redeemed after 0 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Regular Savings Fund - Direct Plan	1000	1000	11.11%
Axis Conservative Hybrid Fund - Direct Plan	100	100	9.8%
Axis Conservative Hybrid Fund - Direct Plan	100	100	9.8%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	12.96%
Baroda BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	11.08%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	11.69%
Sundaram Conservative Hybrid Fund - Direct Plan	500	500	9.56%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	36
7.3% Govt Stock 2053	Bond - Gov't Treasury	19
7.09% Govt Stock 2054	Bond - Gov't Treasury	19
7.1% Govt Stock 2034	Bond - Gov't Treasury	4
HDFC Bank Ltd	Equity	3
ICICI Bank Ltd	Equity	2
Reliance Industries Ltd	Equity	2
Bharti Airtel Ltd	Equity	2
Cash And Other Net Current Assets^	Cash - Collateral	1
HCL Technologies Ltd	Equity	1

Asset Allocation(%)

Asset	Percent
Bond - Gov't Treasury	42
Cash - Repurchase Agreement	36
Equity	20
Cash - Collateral	1
Mutual Fund - Open End	0

Sector Allocation(%)

Sector	Percent
Bond - Gov't Treasury	42
Cash - Repurchase Agreement	36
Financial Services	8
Consumer Defensive	2
Communication Services	2

Fund Manager

Dwijendra Srivastava

12+ years of experience

S. Bharath

2+ years of experience

Sandeep Agarwal

12+ years of experience

Ashish Aggarwal

3+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m