Hybrid | Conservative Hybrid Fund
3Y Returns
7.77%
Min SIP
₹250
Min Lumpsum
₹5000
Expense Ratio
1.26%
Fund Size
₹28 Cr
Inception Date
08-Jan-13
Fund Manager
S. Bharath
Exit Load
Nil.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
22.90%
Debt & Others
77.10%
Market Cap Allocation
Large Cap
22.05%
Mid Cap
0.85%
Small Cap
0.00%
Other Cap
77.10%
Investment Objective
To Generate Income And Capital Appreciation Through Investments Predominantly In Fixed Income Securities And In Equity And Equity Related Instruments.
Fund House Detail
AMC Name
Sundaram Asset Management Company Limited
Scheme Document
https://www.sundarammutual.com/DownloadsAddress
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
Sundaram Debt Oriented Hybrid Fund Direct Growth
1Y
11.46%
3Y
7.83%
5Y
9.3%
Nippon India Asset Allocator Fof - Direct Plan - Growth
1Y
24.03%
3Y
19.25%
5Y
NA
Kotak Multi Asset Allocator Fund Of Fund - Dynamic - Direct Plan - Growth
1Y
25.62%
3Y
18.91%
5Y
21.55%
Icici Prudential Asset Allocator Fund (Fof) - Direct Plan - Growth
1Y
17.88%
3Y
14.62%
5Y
15.41%
Bank Of India Conservative Hybrid Fund Direct Plan - Growth
1Y
10.62%
3Y
13.95%
5Y
12.61%
Icici Prudential Income Optimizer Fund (Fof) - Direct Plan - Growth
1Y
14.13%
3Y
11.77%
5Y
11.39%
Parag Parikh Conservative Hybrid Fund - Direct Plan Growth
1Y
15.09%
3Y
11.46%
5Y
NA
Kotak Debt Hybrid Fund - Direct Plan - Growth
1Y
15.98%
3Y
11.32%
5Y
12.84%
Hdfc Hybrid Debt Fund - Direct Plan - Growth Option
1Y
13.87%
3Y
10.76%
5Y
11.31%
Icici Prudential Regular Savings Fund - Direct Plan - Growth
1Y
13.86%
3Y
10.12%
5Y
10.64%
Hsbc Conservative Hybrid Fund -Growth Direct Plan
1Y
17.57%
3Y
9.99%
5Y
10.42%
Sbi Conservative Hybrid Fund Direct Growth
1Y
13.85%
3Y
9.93%
5Y
11.77%
Dsp Regular Savings Fund - Direct Plan - Growth
1Y
13.61%
3Y
9.69%
5Y
9.83%
Uti Regular Savings Fund -Direct Growth Plan-Growth
1Y
15.04%
3Y
9.51%
5Y
10.65%
Aditya Birla Sun Life Regular Savings Fund- Monthly Payment-Direct Plan
1Y
13.54%
3Y
9.5%
5Y
10.56%
Aditya Birla Sun Life Regular Savings Fund- Growth-Direct Plan
1Y
13.54%
3Y
9.5%
5Y
10.56%
Franklin India Debt Hybrid Fund - Direct - Plan A Growth
1Y
13.78%
3Y
9.45%
5Y
9.03%
Canara Robeco Conservative Hybrid Fund Direct Growth
1Y
13.57%
3Y
8.88%
5Y
10.6%
Nippon India Hybrid Bond Fund - Direct Growth Plan Growth Option
1Y
9.81%
3Y
8.43%
5Y
5.37%
Navi Regular Saving Fund - Direct Plan Growth
1Y
10.06%
3Y
7.49%
5Y
7.49%
Axis Regular Saver Fund - Direct Plan - Growth Option
1Y
11.25%
3Y
6.99%
5Y
9.49%
Bandhan Regular Savings Fund-Growth-(Direct Plan)
1Y
11.6%
3Y
6.92%
5Y
7.34%
Lic Mf Conservative Hybrid Fund-Direct Plan-Growth
1Y
11.68%
3Y
6.65%
5Y
7.74%
Iti Conservative Hybrid Fund -Direct - Growth
1Y
1.72%
3Y
NA
5Y
NA
Baroda Bnp Paribas Conservative Hybrid Fund Direct Growth
1Y
12.99%
3Y
NA
5Y
NA
Franklin India Life Stage Fund Of Funds - 50S Plus Floating Rate Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
Franklin India Life Stage Fund Of Funds - 40S Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
Franklin India Life Stage Fund Of Funds - 50S Plus Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
BSE Member code: 58371
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