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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Portfolio Analysis

  • ₹28.88 (-0.3%)

    Current NAV 17-12-2024

  • 8.99%

    Returns

  • Min. SIP ₹250

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 21.34%
  • Debt 59.46%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 17.53
Mid Cap 2.83
Small Cap 0.98

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

IT - Software

Petroleum Products

Telecom - Services

Pharmaceuticals & Biotechnology

Beverages

Power

Automobiles

Cement & Cement Products

Construction

Diversified FMCG

Insurance

Fertilizers & Agrochemicals

Agricultural Food & other Products

Leisure Services

Auto Components

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
18-Dec-2024
Holdings PE Ratio
18-Dec-2024
1Y Return
HDFC Bank Ltd Large Cap Banks (19.42) 2.68% 20.02 9.41%
ICICI Bank Ltd Large Cap Banks (19.42) 1.97% 19.17 28.85%
Reliance Industries Ltd Large Cap Petroleum Products (16.48) 1.57% 24.98 -0.51%
Bharti Airtel Ltd Large Cap Telecom - Services (171.88) 1.46% 75.68 61.8%
HCL Technologies Ltd Large Cap IT - Software (39.45) 1.18% 31.58 30.16%
Infosys Ltd Large Cap IT - Software (39.45) 1.12% 30.51 26.61%
Power Grid Infrastructure Investment Trust(InvIT) Small Cap Power (10.58) 0.98% 0.85 -8.57%
Larsen & Toubro Ltd Large Cap Construction (44.29) 0.79% 39.12 7.76%
State Bank of India Large Cap Banks (11.59) 0.77% 10.49 29.6%
ITC Ltd Large Cap Diversified FMCG (28.67) 0.71% 28.71 4.39%
Sun Pharmaceutical Industries Ltd Large Cap Pharmaceuticals & Biotechnology (48.16) 0.67% 39.09 43.88%
Axis Bank Ltd Large Cap Banks (24.43) 0.67% 28.68 29.81%
Bajaj Auto Ltd Large Cap Automobiles (33.82) 0.57% 33.94 38.87%
Bharat Petroleum Corporation Ltd Large Cap Petroleum Products (16.48) 0.56% 9.56 29.27%
Varun Beverages Ltd Large Cap Beverages 0.54% - 0%
ICICI Prudential Life Insurance Company Ltd Mid Cap Insurance (21.22) 0.54% 109.56 27.39%
Alkem Laboratories Ltd Mid Cap Pharmaceuticals & Biotechnology (38.82) 0.52% 57.92 -8.63%
PI Industries Ltd Mid Cap Fertilizers & Agrochemicals (36.1) 0.52% 33.21 13.79%
Ultratech Cement Ltd Large Cap Cement & Cement Products (55.96) 0.5% 44.61 34.3%
United Spirits Ltd Large Cap Beverages (30.79) 0.47% 0 0%
Marico Ltd Mid Cap Agricultural Food & other Products (101.43) 0.46% 23.47 -0.76%
Grasim Industries Ltd Large Cap Cement & Cement Products (53.7) 0.44% 38.64 22.68%
Jubilant Foodworks Ltd Mid Cap Leisure Services (86.71) 0.42% 113.39 20.97%
Maruti Suzuki India Ltd Large Cap Automobiles (29.16) 0.4% 24.67 6.58%
Apollo Tyres Ltd Mid Cap Auto Components (30.44) 0.37% 20.64 -6.8%
Bank of Baroda Large Cap Banks (11.59) 0.36% 6.49 11.93%
Bharti Airtel Ltd - Partly Paid Right Shares Large Cap Telecom - Services (98.44) 0.1% 9.63 68%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 59.46

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.10% Central Government Securities 08/04/2034 40.6% - 0%
7.30% Government Securities - 19/06/2053 18.86% - 0%

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  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently 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 Regular Plan ?

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 Regular Plan ?

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.

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