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: 1.85% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 20.88 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
29.7443
0.05 (0.1657%)
7.2%
Benchmark: 9.85%
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
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.63 |
| Sharpe Ratio | 0.37 |
| Alpha | 1.06 |
| Beta | 0.08 |
| 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
Others
57.7%
Others
3.31%
Large Cap
36.73%
Mid Cap
2.28%
