Sundaram Conservative Hybrid Fund
Sundaram Mutual Fund
Conservative Hybrid Fund Active Stock Picker As of 2026-05-31
Holdings
24
Concentrated
Top 10 weight
39%
Concentration
Active share
63%
Active Stock Picker
Equity
-
Asset allocation
Portfolio
16Sectors
4High-conviction bets
26%Top sector wt.
-Cash
Market-cap allocation
Large cap17%
Mid cap2%
Asset allocation
Asset mix not available.
Top holdings
TREPSCASH_EQUIVALENT
51.6%Bharti Airtel LtdEQUITY
2.4%Reliance Industries LtdEQUITY
2.1%HDFC Bank LtdEQUITY
2.0%Cash and Other Net Current Assets^CASH_EQUIVALENT
1.6%State Bank of IndiaEQUITY
1.2%ICICI Bank LtdEQUITY
1.1%Infosys LtdEQUITY
1.1%Bajaj Auto LtdEQUITY
0.9%HCL Technologies LtdEQUITY
0.9%Axis Bank LtdEQUITY
0.8%Tech Mahindra LtdEQUITY
0.8%Ultratech Cement LtdEQUITY
0.8%Alkem Laboratories LtdEQUITY
0.7%Kotak Mahindra Bank LtdEQUITY
0.7%0.6%
Mahindra & Mahindra LtdEQUITY
0.6%Larsen & Toubro LtdEQUITY
0.5%0.5%
Marico LtdEQUITY
0.5%PI Industries LtdEQUITY
0.5%Cummins India LtdEQUITY
0.5%Jubilant Foodworks LtdEQUITY
0.5%TATA Motors LtdEQUITY
0.4%Lupin LtdEQUITY
0.2%AI Smart summary
Pros
- Low top-10 concentration (39%).
Cons
- Compact 24-stock portfolio - higher single-stock impact.
- Concentrated in Sovereign - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Conservative Hybrid Fund.
ICICI Prudential Regular Savings Fund138 holdings · 80% AS
ADITYA BIRLA SUN LIFE REGULAR SAVINGS FUND125 holdings · 81% AS
Kotak Debt Hybrid Fund123 holdings · 76% AS
UTI Conservative Hybrid Fund111 holdings · 80% AS
HDFC Hybrid Debt Fund108 holdings · 77% AS
Baroda BNP Paribas Conservative Hybrid Fund105 holdings · 84% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
26.4%
5.9%
2.8%
2.4%
2.1%
1.5%
1.0%
0.8%
0.6%
0.5%
0.5%
0.5%
0.5%
0.5%