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Sundaram Conservative Hybrid Fund Growth INF903J01HB0

NAV / 1-Day Return
28.58 / 0.16%
Total Assets
271.4 Mil
Inception Date
Mar 08, 2010
Expense Ratio
2.140%
Fee Level
Load
Multiple
Category
India Fund Conservative Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Moderate
Status
Open
TTM Yield
0.00%
Turnover
329%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
8.68 9.94 12.11 -1.16 0.92 7.34 14.49 2.77 9.19 8.02 -0.59
Category
4.92 8.66 10.03 0.27 4.82 9.03 10.16 4.25 9.79 9.81 -0.65
Index
7.42 11.94 8.85 5.28 10.76 14.19 7.07 3.11 9.83 9.88 -0.13
Quartile Rank
Quartile Rank is first Quartile Rank is third Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is first Quartile Rank is third Quartile Rank is third Quartile Rank is third Quartile Rank is third
Percentile Rank
24 70 85 77 9 68 62 73 54
# of Invest. in Cat.
344 337 483 253 241 245 229 215 215 205 205
Category Name
IN052 India Fund Multi Asset Allocation
IN052 India Fund Multi Asset Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation


Asset Allocation

Asset Class Investment Category Index
Equity 20.74 25.36 0.00
Fixed Income 41.38 68.87 99.20
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 37.57 5.44 0.80
Other 0.31 0.39 0.00

Stock Style

People

Inception Date
Mar 08, 2010
Number of Managers
4
Longest Tenure
12.6 Years
Average Tenure
7.7 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Jun 01, 2012 –Present
Sep 30, 2012 –Present
Jan 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
No.
%
Equity Holding
28 84.85
Bond Holding
2 6.06
Other Holding
3 9.09
Equity Holdings
28
Bond Holdings
2
Other Holdings
3
% Assets in Top 10 Holdings
53
Reported Turnover %
329.36
As of 03/31/24
Women Directors %
20
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 15, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
2.57 Feb 28, 2019 6,982,962
INR Indian Rupee
14.61 Financial Services
ICICI Bank Ltd
1.92 Aug 31, 2018 5,200,650
INR Indian Rupee
21.14 16.81 Financial Services
Bharti Airtel Ltd
1.48 Oct 31, 2019 4,018,625
INR Indian Rupee
45.76 Communication Services
Reliance Industries Ltd
1.38 Aug 31, 2018 3,756,600
INR Indian Rupee
-6.24 19.65 Energy
Infosys Ltd
1.26 Feb 29, 2020 3,411,888
INR Indian Rupee
14.84 24.81 Narrow Technology
HCL Technologies Ltd
1.24 Jun 30, 2020 3,373,894
INR Indian Rupee
20.39 Technology
POWERGRID Infrastructure Investment Trust Units
0.90 Mar 15, 2024 2,435,100
INR Indian Rupee
Larsen & Toubro Ltd
0.77 Sep 30, 2019 2,100,840
INR Indian Rupee
-2.74 Industrials
Axis Bank Ltd
0.76 Feb 28, 2019 2,053,600
INR Indian Rupee
-13.90 Financial Services
State Bank of India
0.72 Jun 30, 2021 1,959,620
INR Indian Rupee
22.21 9.17 Financial Services
Holdings as of Jan 15, 2025 | The top 33 largest holdings are available for display across Equity, Bond and Other.


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