Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.10 | 6.96 | 2.39 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.36 | 7.42 | 2.85 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Conservative Hybrid Fund(Q-IDCW) | 12.10% | 6.82% | 5.12% |
SBI Conservative Hybrid Fund(A-IDCW Payout) | 15.25% | 10.88% | 7.27% |
ICICI Pru Regular Savings Fund(H-IDCW Payout) | 1.39% | 0.53% | 3.14% |
HDFC Hybrid Debt Fund(Q-IDCW Reinv) | 8.27% | 3.28% | 1.87% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
2.63 %
Holdings
1.91 %
Holdings
1.71 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 67,269.16 Cr.
S. Bharath
AUM: ₹41,489.43 Cr.
|
Exp: 7.11yrs
Ashish Agarwal
AUM: ₹9,813.23 Cr.
|
Exp: 12yrs
Dwijendra Srivastava
AUM: ₹23,849.30 Cr.
|
Exp: 13.2yrs
Sandeep Agarwal
AUM: ₹18,969.95 Cr.
|
Exp: —
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category