Scheme Information
Sundaram Conservative Hyb Qt IDCW-R
as of 29 May 2026, 16:43 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Moderate Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| 6.36% Govt Stock 2031 | - | BT | 26.11% |
| Bharti Airtel Ltd | Communication Services | E | 2.44% |
| Reliance Industries Ltd | Energy | E | 2.14% |
| HDFC Bank Ltd | Financial Services | E | 2.04% |
| State Bank of India | Financial Services | E | 1.23% |
| ICICI Bank Ltd | Financial Services | E | 1.06% |
| Infosys Ltd | Technology | E | 1.02% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 0.88% |
| HCL Technologies Ltd | Technology | E | 0.84% |
| Axis Bank Ltd | Financial Services | E | 0.80% |
| UltraTech Cement Ltd | Basic Materials | E | 0.77% |
| Alkem Laboratories Ltd | Healthcare | E | 0.73% |
| Tech Mahindra Ltd | Technology | E | 0.73% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 0.70% |
| Hindustan Aeronautics Ltd Ordinary Shares | Industrials | E | 0.58% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 0.58% |
| PI Industries Ltd | Basic Materials | E | 0.53% |
| Larsen & Toubro Ltd | Industrials | E | 0.52% |
| Marico Ltd | Consumer Defensive | E | 0.49% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 0.49% |
| Corporate Debt Market Development Fund - Class A2 | - | EX | 0.48% |
| Cummins India Ltd | Industrials | E | 0.43% |
| Tata Motors Ltd | Consumer Cyclical | E | 0.40% |
| Lupin Ltd | Healthcare | E | 0.24% |
| Treps | - | CR | 52.15% |
| Cash And Other Net Current Assets^ | - | C | 1.60% |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
19.65%
Debt
26.11%
Cash
53.76%
Others
0.48%
Equity sector allocation
Basic Materials
1.3%
Communication Services
2.44%
Consumer Cyclical
2.36%
Consumer Defensive
0.49%
Energy
2.14%
Financial Services
5.83%
Healthcare
0.97%
Industrials
1.54%
Technology
2.59%
Others
80.34%
Fund House Contact Details
Asset Management Company
Funds in this Category
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
19.25%
24.24%
3Y Returns
+24.24%
Quant Multi Asset Allocation IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.25%
24.24%
3Y Returns
+24.21%
Quant Multi Asset Allocation IDCW-R
Allocation
Min. Investment
₹5000
Category Returns
19.25%
24.24%
3Y Returns
+24.21%
About Sundaram Conservative Hyb Qt IDCW-R
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+6.12%
Fund Manager
Dwijendra Srivastava
Risk Profile
Moderate Risk
Expense Ratio
1.87%
Fund Size
₹18.93 Cr
FAQ's
What has been the returns generated by Sundaram Conservative Hyb Qt IDCW-R over different time periods?
What is the expense ratio of Sundaram Conservative Hyb Qt IDCW-R?
What is the AUM (Assets Under Management) of Sundaram Conservative Hyb Qt IDCW-R?
What are the top stock holdings of Sundaram Conservative Hyb Qt IDCW-R?
The Sundaram Conservative Hyb Qt IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| 6.36% Govt Stock 2031 | 26.11% |
| Bharti Airtel Ltd | 2.44% |
| Reliance Industries Ltd | 2.14% |
| HDFC Bank Ltd | 2.04% |
| State Bank of India | 1.23% |
| ICICI Bank Ltd | 1.06% |
| Infosys Ltd | 1.02% |
| Bajaj Auto Ltd | 0.88% |
| HCL Technologies Ltd | 0.84% |
| Axis Bank Ltd | 0.80% |
| UltraTech Cement Ltd | 0.77% |
| Alkem Laboratories Ltd | 0.73% |
| Tech Mahindra Ltd | 0.73% |
| Kotak Mahindra Bank Ltd | 0.70% |
| Hindustan Aeronautics Ltd Ordinary Shares | 0.58% |
| Mahindra & Mahindra Ltd | 0.58% |
| PI Industries Ltd | 0.53% |
| Larsen & Toubro Ltd | 0.52% |
| Marico Ltd | 0.49% |
| Jubilant Foodworks Ltd | 0.49% |
| Corporate Debt Market Development Fund - Class A2 | 0.48% |
| Cummins India Ltd | 0.43% |
| Tata Motors Ltd | 0.40% |
| Lupin Ltd | 0.24% |
| Treps | 52.15% |
| Cash And Other Net Current Assets^ | 1.60% |
In which sectors has Sundaram Conservative Hyb Qt IDCW-R invested in?
The Sundaram Conservative Hyb Qt IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 1.30% |
| Communication Services | 2.44% |
| Consumer Cyclical | 2.36% |
| Consumer Defensive | 0.49% |
| Energy | 2.14% |
| Financial Services | 5.83% |
| Healthcare | 0.97% |
| Industrials | 1.54% |
| Real Estate | - |
| Technology | 2.59% |
| Utilities | - |
What is the risk level of Sundaram Conservative Hyb Qt IDCW-R?
Who are the fund managers of Sundaram Conservative Hyb Qt IDCW-R?
Is there a minimum SIP amount to invest in Sundaram Conservative Hyb Qt IDCW-R?
Can I invest in Sundaram Conservative Hyb Qt IDCW-R both in SIP and lump sum?
How to invest in Sundaram Conservative Hyb Qt IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Conservative Hyb Qt IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Conservative Hyb Qt IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Conservative Hyb Qt IDCW-R?
The exit load of Sundaram Conservative Hyb Qt IDCW-R is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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