Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
SCHEME OVERVIEW
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile Sundaram Monthly Income Plan AGGRESSIVE - Quarterly Dividend)
PERFORMANCE of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
6.39
8.62
9.08
6.44
6.72
Benchmark
-
-
-
-
-
Hybrid: Conservative
7.51
10.17
10.28
7.93
8.76
Yearly Performance (%)
Nav Movement
Fund Managers
FM1- Mr. Dwijendra Srivastava; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Bharath; FM4- Mr. Ashish Agarwal
Investment Objective
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments
RETURNS CALCULATOR for Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period)
on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the
rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand,
measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
PORTFOLIO ANALYSIS of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)