Scheme Overview
Sundaram Conservative Hybrid Fund Regular Plan - Growth
(Erstwhile Sundaram Monthly Income Plan AGGRESSIVE - Growth)
Category: Hybrid: Conservative |
Launch Date: 01-03-2010 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 85+15 Conservative TRI |
Expense Ratio: 2.14% As on ( 30-04-2024) |
Status: Open Ended |
Minimum Investment: 5000.0 |
Minimum Topup: 500.0 |
Total Assets: 30.27 Cr As on ( 30-04-2024) |
Turn over: |
27.3454
0.06 ( 0.2311% )
7.32%
CRISIL Hybrid 85+15 Conservative TRI9.83%
PERFORMANCE of Sundaram Conservative Hybrid Fund Regular Plan - Growth
Scheme Performance (%) Data as on - 16-05-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Sundaram Conservative Hybrid Fund Regular Plan - Growth | 9.19 | 8.84 | 7.05 | 8.25 | 7.32 |
Benchmark | - | - | - | - | - |
Hybrid: Conservative | 12.04 | 9.07 | 8.5 | 8.4 | 8.72 |
Yearly Performance (%)
Fund Managers
Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Ashish Aggarwal
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
RETURNS CALCULATOR for Sundaram Conservative Hybrid Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Sundaram Conservative Hybrid Fund Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Sundaram Conservative Hybrid Fund Regular Plan - Growth | 4.94 | 0.67 | 0.67 | 0.62 | 7.04 | 10.61 |
Hybrid: Conservative | - | - | - | - | - | - |
PEER COMPARISION of Sundaram Conservative Hybrid Fund Regular Plan - Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Sundaram Conservative Hybrid Fund Regular Plan - Growth | 01-03-2010 | 9.19 | 9.0 | 8.84 | 7.05 | 8.25 |
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 16.4 | 13.32 | 0.0 | 0.0 | 0.0 |
Kotak Debt Hybrid - Growth | 02-12-2003 | 15.34 | 13.01 | 10.58 | 11.63 | 10.14 |
HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 15.29 | 13.55 | 10.99 | 10.78 | 9.67 |
HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 14.47 | 11.73 | 8.59 | 8.96 | 8.13 |
ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 13.94 | 11.22 | 9.54 | 9.78 | 10.24 |
Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 13.78 | 11.23 | 8.14 | 8.28 | 8.45 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | 25-03-2001 | 13.72 | 12.13 | 10.65 | 11.07 | 9.85 |
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth | 18-03-2009 | 13.4 | 10.58 | 14.66 | 9.85 | 8.59 |
DSP Regular Savings Fund- Regular Plan - Growth | 11-06-2004 | 13.19 | 10.51 | 7.94 | 8.31 | 7.61 |