Sundaram Conservative Hybrid Fund-Growth
Hybrid
Conservative Hybrid
₹0.19% 1D
NAV on
Fund Summary
Ionic Wealth AI
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Fund Overview
- Rating
2 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹19 Cr
- Created on1 March 2010
Fund Ranking
#28
/ 28 in Conservative Hybrid
Risk Level
Moderate
Returns
Trailing Return
Rolling Return
- 6 Month-1.0%
- 1 Year-0.9%
- 3 Year (CAGR)4.9%
- All Time (CAGR)6.8%
Category Return
- 6 Month1.9%
- 1 Year2.8%
- 3 Year (CAGR)7.7%
- All Time (CAGR)-
Asset Allocation
- Equity19.7%
- Debt27.2%
- Other53.1%
Top 5 Holdings
Top 5 Sectors
- Cummins India0.45%
- HDFC Bank2.14%
- ICICI Bank1.18%
- Infosys0.91%
- Kotak Mahindra Bank0.71%
Fund Information
- Expense Ratio1.87%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Managed By
Dwijendra Srivastava
July 2010 - Present
Bharath S
May 2022 - Present
Ashish Aggarwal
Jan 2022 - Present
Sandeep Agarwal
Jan 2013 - Present
Kumaresh Ramakrishnan
June 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. -0.22 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 4.15 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00