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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

  • Hybrid
  • Conservative
  • Moderately High
  • Current NAV

    ₹27.04 0.0189%

    15-04-2024
  • Annual Returns

    9.97%

  • Min. SIP ₹250

    Min. Investment ₹5000

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  • Equity 20.71%
  • Debt 46.57%
  • Others 32.46%

Market Cap

Allocation
Large Cap 20.66
Others 0.05

Sector Allocation

Financial

Technology

Consumer Staples

Energy

Healthcare

Construction

Communication

Materials

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
15-Apr-2024
Holdings PE Ratio
15-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (25.02) 3.46% 17.84 19.88%
Reliance Industries Ltd. Large Cap Energy (39.82) 2.31% 28.33 24.38%
HDFC Bank Ltd. Large Cap Financial (25.02) 2.03% 19.21 -11.83%
Larsen & Toubro Ltd. Large Cap Construction (47.96) 2% 40.08 59.71%
Varun Beverages Ltd. Large Cap Consumer Staples (101.46) 1.97% 87.23 92.95%
Axis Bank Ltd. Large Cap Financial (24.43) 1.68% 28.68 29.81%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.75) 1.62% 41.32 52.79%
HCL Technologies Ltd. Large Cap Technology (33.95) 1.01% 26.1 40.88%
Infosys Ltd. Large Cap Technology (33.95) 0.96% 24.96 5.62%
Bharti Airtel Ltd. Large Cap Communication (66.77) 0.92% 84.22 60.09%
State Bank of India Large Cap Financial (16.19) 0.74% 10.42 42.13%
Cipla Ltd. Large Cap Healthcare (54.75) 0.49% 30.2 51.34%
Ultratech Cement Ltd. Large Cap Materials (55.96) 0.41% 44.61 34.3%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.39% 33.85 6.16%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 0.35% 0 0%
Grasim Industries Ltd. Large Cap Materials (57.02) 0.32% 26.42 31.51%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication (98.44) 0.05% 9.63 68%

Market Cap

Allocation
Others 46.57

Sector Allocation

Sovereign

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 14/08/2033 Sovereign 29.83% 0%
7.3% GOI 19/06/2053 Sovereign 16.74% 0%

Market Cap

Allocation
Others 32.46

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 31.68% 0%
Others Others 0.78% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan?

The top holdings of this fund are ICICI Bank Ltd., Reliance Industries Ltd., HDFC Bank Ltd., Larsen & Toubro Ltd., Varun Beverages Ltd.

Top 5 Sector for SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan?

The major sectors of this fund are Financial, Technology, Consumer Staples, Energy, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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