Sundaram Conservative Hybrid Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Sundaram Conservative Hybrid Fund (G) (10968) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Conservative Hybrid Fund (G)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
High Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Below Average
Sundaram Conservative Hybrid Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| 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 | Telecom-Service | 2.15% |
| Powergrid Infrastructure Investment Trust | Power Generation And Supply | 1.28% |
| Infosys Ltd | IT - Software | 1.23% |
Sector Breakdown
Compare against Conservative Hybrid Fund category average
Performance Summary
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
Sundaram Conservative Hybrid Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund-Dir (G) | ₹112.89 | 7.31% | 6.29% | 9.68% |
| Franklin India Conservative Hybrid Fund - Dir (G) | ₹101.43 | 6.42% | 5.65% | 10.19% |
| Canara Robeco Conservative Hybrid Fund (G) | ₹98.09 | 6.68% | 5.07% | 8.40% |
| Franklin India Conservative Hybrid Fund (G) | ₹92.14 | 6.06% | 4.92% | 9.39% |
| LIC MF Conservative Hybrid Fund - Direct (G) | ₹91.49 | 3.80% | 3.58% | 7.03% |
| HDFC Hybrid Debt Fund - Direct (G) | ₹88.50 | 4.97% | 3.28% | 10.51% |
| ICICI Pru Regular Savings Fund - Direct (G) | ₹85.23 | 7.61% | 7.31% | 10.91% |
| HDFC Hybrid Debt Fund (G) | ₹83.06 | 4.66% | 2.69% | 9.93% |
| LIC MF Conservative Hybrid Fund - Regular (G) | ₹82.29 | 3.28% | 2.53% | 6.00% |
| SBI Conservative Hybrid Fund - Direct (G) | ₹80.61 | 7.10% | 5.06% | 10.43% |
Category Average Returns
Dwijendra Srivastava
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.