Sundaram Conservative Hybrid Fund Half Yearly Payout Inc Dist cum Cap Wdrl
AllocationConservative Allocation
19.27
0.01(0.05%)
NAV as on 27 Jun, 2025
CAGR
8.71%
- AUM (Crs.)20.52
- Expense Ratio1.85 %
- Sharpe Ratio / Category Average0.49 / 0.66
- Standard Deviation / Category Average3.66 / 3.66
- Beta / Category Average1.10 / 1.08
- Portfolio Turnover / Category Average101.75 / 102.14
- Top 5 Stocks Wt.81.33
- Top 10 Stocks Wt.90.79
- Top 3 Sectors Wt.13.13
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryS. Bharath, Sandeep Agarwal, Dwijendra Srivastava, Ashish Aggarwal
- Launch Date08 Mar, 2010
- BenchmarkS&P BSE 500
Objective
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Riskometer
More Funds From
| Fund Name | Morningstar Rating | AUM (cr.) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|