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Sundaram Conservative Hybrid Fund

Sundaram Conservative Hybrid Fund

Formerly known as Sundaram Debt Oriented Hybrid Fund

An open-ended hybrid scheme investing predominantly in debt instruments

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About This Fund

Aims to provide regular income.
Seeks to generate capital gains through investments in equity (up to 30% of the portfolio) and accrual income through the remaining fixed income portion.
Fixed income portfolio consists of high quality short/ medium term instruments. Some of these may also provide capital appreciation as the average maturity of the portfolio tends to be in 3+ years range.

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Total Investors

3,58,030+

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Aims to provide regular income.
Seeks to generate capital gains through investments in equity (up to 30% of the portfolio) and accrual income through the remaining fixed income portion.
Fixed income portfolio consists of high quality short/ medium term instruments. Some of these may also provide capital appreciation as the average maturity of the portfolio tends to be in 3+ years range.

Ideal For

Seek to invest in high credit quality papers to generate regular accrual income and some capital appreciation
Dislike the high volatility of a pure equity fund but at the same time would also like to benefit from the higher returns usually provided by equities
Have a 3+ years investment horizon
Income over medium to long term
Regular income through investment in fixed income securities and long term capital appreciation by investing a portion of the assets in equity and equity related instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SIP/STP

Minimum Investment Amount

₹ 5000

Entry Load

Nil

Portfolio YTM

Average Maturity

Macaulay Duration

Exit Load

Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

Application Form

Scheme Information Document

Statement of Additional Information