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Sundaram Conservative Hybrid Fund - Portfolio Analysis
- Hybrid
- Conservative
- Moderately High
-
₹29.18
(-0.3%)
Current NAV 29-08-2025
-
2.31%
Returns
-
Min. SIP ₹250
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 22.51%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 18.89 |
| Mid Cap | 2.33 |
| Others | 1.28 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Energy
Technology
Communication Services
Basic Materials
Consumer Cyclical
Utilities
Consumer Defensive
Healthcare
Industrials
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 08-Aug-2025 |
Holdings | PE Ratio 08-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (20.05) | 3.3% | 21.46 | 20.15% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.05) | 2.77% | 19.39 | 23.34% |
| Reliance Industries Ltd | Large Cap | Energy (33.78) | 2.21% | 22.71 | -5.51% |
| Bharti Airtel Ltd | Large Cap | Communication Services (47.08) | 2.15% | 31 | 20.63% |
| POWERGRID Infrastructure Investment Trust Units | Utilities (9.76) | 1.28% | 7.06 | -3.39% | |
| Infosys Ltd | Large Cap | Technology (27.49) | 1.23% | 21.69 | -18.23% |
| State Bank of India | Large Cap | Financial Services (8.72) | 0.97% | 9.57 | -0.38% |
| HCL Technologies Ltd | Large Cap | Technology (27.93) | 0.96% | 23.28 | -16.86% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.72% | 44.61 | 34.3% |
| PI Industries Ltd | Mid Cap | Basic Materials (32.53) | 0.64% | 34.76 | -17.21% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 0.62% | 26.45 | -0.13% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (33.78) | 0.62% | 10.4 | -5.53% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (72.72) | 0.61% | 167.41 | -3.86% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (33.77) | 0.6% | 31.74 | -20.15% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (30.31) | 0.59% | 27.17 | -0.2% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.59% | 57.92 | -8.63% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.58) | 0.58% | 45.11 | 5.74% |
| ITC Ltd | Large Cap | Consumer Defensive (14.86) | 0.58% | 15.09 | -8.76% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 0.57% | 28.68 | 29.81% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 0.5% | 23.47 | -0.76% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.29) | 0.43% | 32.01 | 1.65% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (18.43) | 0% | 68.65 | -19.24% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0% | 0 | 0% |
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Chat with usFrequently Asked Questions
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.
Top 5 holdings for Sundaram Conservative Hybrid Fund ?
The top holdings of this fund are
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.
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.
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 Sector for Sundaram Conservative Hybrid Fund ?
The major sectors of this fund are .
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 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.
