Sundaram Conservative Hybrid Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 32.6602 0.0138(0.042 %) NAV as on 02 May 2025
Scheme Objective: To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Performance (As on 02 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 4.01 % | 9.92 % | 9.16 % | 10.57 % | 8.48 % |
Portfolio
Conservative hybrid funds invest 75-90% of their portfolio in debt instruments with the remaining in equity. These funds aim to generate returns higher than pure debt funds through the equity allocation. In their debt investments, funds can change strategies based on market movements and don't have to follow a steady strategy. They can, for instance, go in for low-rated debt to earn higher coupon.
These funds suit investors who wish for debt-plus returns without taking on high equity exposure. These funds need to be held for at least 2 years.