Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Holdings
26
Concentrated
Top 10 weight
90%
Concentration
Strategy
Active
Portfolio style
Equity
20%
Asset allocation
Portfolio
14Sectors2Large positions6.0%Top: Banks0.0%Cash
Market-cap allocation
Large cap17%
Mid cap2%
Asset allocation
Equity20%
Top holdings
TREPSDERIVATIVE51.2%
Bharti Airtel LtdEQUITY2.5%
Reliance Industries LtdEQUITY2.1%
HDFC Bank LtdEQUITY2.0%
Cash and Other Net Current Assets^DERIVATIVE1.9%
State Bank of IndiaEQUITY1.3%
ICICI Bank LtdEQUITY1.2%
Infosys LtdEQUITY1.0%
HCL Technologies LtdEQUITY0.99%
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Portfolio read
- 20% equity.
- Large-cap exposure is 17%.
- Largest equity sector is Banks at 6.0%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Conservative Hybrid Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks6.0%
It - Software2.9%
Automobiles1.5%
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