Category: Hybrid: Conservative |
Launch Date: 08-03-2010 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 85+15 Conservative Index |
Expense Ratio: 2.19% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 500.0 |
Total Assets: 27.07 Cr As on (31-03-2025) |
Turn over: |
Dwijendra Srivastava, Bharath S., Sandeep Agarwal, Ashish Aggarwal
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
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) | 9.34 | 8.05 | 9.83 | 6.52 | 6.83 |
Benchmark | - | - | - | - | - |
Hybrid: Conservative | 9.35 | 8.89 | 10.65 | 7.75 | 8.77 |
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) | 4.91 | 0.6 | 0.74 | 0.63 | 6.85 | 11.73 |
Hybrid: Conservative | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Sundaram Conservative Hybrid Qly IDCW | 08-03-2010 | 9.34 | 9.6 | 8.05 | 9.83 | 6.52 |
UTI Conservative Hybrid Fund Reg Gr | 16-12-2003 | 11.78 | 12.6 | 9.98 | 12.51 | 8.37 |
DSP Reg Savings Reg Gr | 11-06-2004 | 11.57 | 12.52 | 9.69 | 10.58 | 7.25 |
Parag Parikh Conservative Hybrid Fund Reg Gr | 05-05-2021 | 10.94 | 13.55 | 11.55 | 0.0 | 0.0 |
ABSL Reg Savings Gr Payment Reg | 22-05-2004 | 10.8 | 10.96 | 8.62 | 12.59 | 8.56 |
Kotak Debt Hybrid Gr | 02-12-2003 | 10.57 | 13.29 | 10.75 | 12.69 | 9.62 |
HSBC Conservative Hybrid Fund Gr | 24-02-2004 | 10.49 | 12.64 | 9.65 | 10.01 | 7.6 |
Axis Conservative Hybrid Reg Gr | 16-07-2010 | 10.02 | 9.64 | 7.16 | 9.44 | 6.99 |
Franklin India Debt Hybrid Gr | 28-09-2000 | 9.84 | 12.01 | 9.61 | 9.99 | 7.55 |
ICICI Pru Reg Savings Gr | 10-03-2004 | 9.8 | 12.28 | 9.89 | 10.99 | 9.33 |
Portfolio as on