SUNDARAM CONSERVATIVE HYBRID FUND REGULAR HALF YEARLY IDCW REINVESTMENT
18.5
0.07
as on 26-Jul-2024
HYBRID
| CONSERVATIVE
10.32
1 YEAR RETURNS
9.04
3 YEAR RETURNS
8.49
5 YEAR RETURNS
5000.0
Minimum Investment250.0
Minimum SIP Investment500.0
Additional PurchaseThree Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| KOTAK DEBT HYBRID FUND - MONTHLY IDCW REINVESTMENT | 5 | 13.2 | 16.97 | 10.54 | 11.71 | Buy |
| SBI CONSERVATIVE HYBRID FUND REGULAR ANNUAL IDCW REINVESTMENT | 5 | 24.27 | 14.69 | 10.59 | 10.96 | Buy |
| SBI CONSERVATIVE HYBRID FUND REGULAR MONTHLY IDCW REINVESTMENT | 5 | 21.14 | 14.69 | 10.59 | 10.96 | Buy |
| SBI CONSERVATIVE HYBRID FUND REGULAR QUARTERLY IDCW REINVESTMENT | 5 | 19.84 | 14.69 | 10.59 | 10.96 | Buy |
| HDFC HYBRID DEBT FUND - QUARTERLY IDCW REINVESTMENT | 4 | 15.55 | 15.77 | 10.51 | 10.56 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Reliance Jio Infocomm Ltd | 10.8 |
| 2 | Oriental Nagpur Betul Highway Pvt Ltd | 10.66 |
| 3 | Cholamandalam Investment & Finance Company Ltd | 9.88 |
| 4 | Housing Development Finance Corporation Ltd | 8.79 |
| 5 | Housing & Urban Development Corporation Ltd | 5.73 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Finance | 27.27 |
| 2 | Finance & Investments | 11.29 |
| 3 | Banks - Private Sector | 10.97 |
| 4 | Telecommunications - Service Provider | 10.8 |
| 5 | Construction | 10.66 |