Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Holdings
26
Concentrated
Top 10 weight
90%
Concentration
Strategy data
N/A
Not reported
Equity
20%
Asset allocation
Portfolio
14Sectors
2Large positions
6.0%Top: Banks
0.0%Cash
Market-cap allocation
Large cap17%
Mid cap2%
Asset allocation
Equity20%
Debt26%
Top holdings
TREPSDERIVATIVE
51.2%Bharti Airtel LtdEQUITY
2.5%Reliance Industries LtdEQUITY
2.1%HDFC Bank LtdEQUITY
2.0%Cash and Other Net Current Assets^DERIVATIVE
1.9%State Bank of IndiaEQUITY
1.3%ICICI Bank LtdEQUITY
1.2%Infosys LtdEQUITY
1.0%HCL Technologies LtdEQUITY
0.99%Tech Mahindra LtdEQUITY
0.87%Bajaj Auto LtdEQUITY
0.83%Ultratech Cement LtdEQUITY
0.78%Axis Bank LtdEQUITY
0.78%Alkem Laboratories LtdEQUITY
0.76%Kotak Mahindra Bank LtdEQUITY
0.69%Mahindra & Mahindra LtdEQUITY
0.63%0.61%
Larsen & Toubro LtdEQUITY
0.52%Marico LtdEQUITY
0.51%0.48%
PI Industries LtdEQUITY
0.46%Jubilant Foodworks LtdEQUITY
0.46%TATA Motors LtdEQUITY
0.46%Cummins India LtdEQUITY
0.44%Lupin LtdEQUITY
0.25%AI Smart summary
Portfolio read
- 20% equity, 26% debt.
- 26 disclosed positions across 14 classified equity sectors.
- Largest equity sector is Banks at 6.0% of the portfolio.
Watchpoints
- Top 10 positions account for 90%, indicating high portfolio concentration.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Conservative Hybrid Fund.
ICICI Prudential Regular Savings Fund142 holdings · 26% top 10 · 80% AS
Kotak Debt Hybrid128 holdings · 44% top 10 · 76% AS
UTI Conservative Hybrid Fund112 holdings · 31% top 10
HDFC Hybrid Debt Fund112 holdings · 27% top 10 · 77% AS
BARODA BNP PARIBAS Conservative Hybrid Fund108 holdings · 33% top 10
SBI Conservative Hybrid Fund105 holdings · 27% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
6.0%
2.9%
2.5%
2.1%
1.5%
1.0%
0.8%
0.6%
0.5%
0.5%
0.5%
0.5%
0.5%
0.4%