Sundaram Conservative Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation3.9%
Sharpe Ratio-0.77
Beta0.99
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash And Other Net Current Assets^Utilities25.87%
7.09% Govt Stock 2054Utilities23.44%
TrepsUtilities19.09%
7.1% Govt Stock 2034Utilities4.84%
HDFC Bank LtdFinancial Services3.93%
ICICI Bank LtdFinancial Services2.78%
Reliance Industries LtdEnergy & Infra2.34%
Bharti Airtel LtdServices2.24%
HCL Technologies LtdTechnology1.34%
Infosys LtdTechnology1.28%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.15%
Regulatory & Tax Information
INF903J01HF1
ISINDailyDealing Frequency
CRISIL Hybrid 85+15 - ConservativeTR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)