Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile Sundaram Monthly Income Plan AGGRESSIVE - DivDEND)
Fund House: Sundaram Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 08-03-2010 |
| 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: W.E.F 25-2-15 - NIL |
13.2482
0.01 (0.0581%)
6.68%
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
There is no value for 2x
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 | 4.91 |
| Sharpe Ratio | 0.6 |
| Alpha | 0.74 |
| Beta | 0.63 |
| 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%
