Comprehensive analysis of Sundaram Conservative Hybrid Fund (IDCW-Q) (10970) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
Moderate Risk
High Expenses
Balanced Mix
Experienced Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Historical performance consistency
Market exposure level
Fund management costs
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 25.44% |
| GSEC2054 | Govt. Securities | 23.55% |
| TREPS | Debt Others | 23.22% |
| GSEC2034 | Govt. Securities | 4.87% |
| HDFC Bank Ltd | Banks | 3.30% |
| ICICI Bank Ltd | Banks | 2.77% |
| Reliance Industries Ltd | Refineries | 2.21% |
| Bharti Airtel Ltd | Telecomm-Service | 2.15% |
| Powergrid Infrastructure Investment Trust | Power Generation And Supply | 1.28% |
| Infosys Ltd | IT - Software | 1.23% |
Compare against Conservative Hybrid Fund category average
This comparison shows how the fund performs relative to the Conservative Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Conservative Hybrid Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund-Dir (G) | ₹111.88 | 7.31% | 6.29% | 9.68% |
| Franklin India Conservative Hybrid Fund - Dir (G) | ₹99.81 | 6.42% | 5.65% | 10.19% |
| Canara Robeco Conservative Hybrid Fund (G) | ₹97.34 | 6.68% | 5.07% | 8.40% |
| Franklin India Conservative Hybrid Fund (G) | ₹90.73 | 6.06% | 4.92% | 9.39% |
| LIC MF Conservative Hybrid Fund - Direct (G) | ₹90.00 | 3.80% | 3.58% | 7.03% |
| HDFC Hybrid Debt Fund - Direct (G) | ₹86.79 | 4.97% | 3.28% | 10.51% |
| ICICI Pru Regular Savings Fund - Direct (G) | ₹84.05 | 7.61% | 7.31% | 10.91% |
| HDFC Hybrid Debt Fund (G) | ₹81.51 | 4.66% | 2.69% | 9.93% |
| LIC MF Conservative Hybrid Fund - Regular (G) | ₹81.04 | 3.28% | 2.53% | 6.00% |
| SBI Conservative Hybrid Fund - Direct (G) | ₹79.53 | 7.10% | 5.06% | 10.43% |
A seasoned investment professional with over 16 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.