Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
(Erstwhile Sundaram Monthly Income Plan AGGRESSIVE - Growth)
Fund House: Sundaram Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 01-03-2010 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 85+15 Conservative Index |
| TER: 2.16% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 27.57 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
28.603
0.11 (0.3807%)
7.38%
Benchmark: 9.9%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.51 |
| Sharpe Ratio | -0.05 |
| Alpha | -0.64 |
| Beta | 0.69 |
| Yield to Maturity | 6.85 |
| Average Maturity | 11.73 |
PEER COMPARISON
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.95%
Others
78.75%
Large Cap
18.21%
Mid Cap
2.88%
