Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Sundaram Mutual Fund
Conservative Hybrid Fund As of 2026-06-30
Holdings
26
Concentrated
Top 10 weight
91%
Concentration
Strategy data
N/A
Not reported
Equity
20%
Asset allocation
Portfolio
14Sectors
2Large positions
6.2%Top: Banks
53.1%Cash
Market-cap allocation
Large cap17%
Mid cap2%
Asset allocation
Equity20%
Debt27%
Cash53%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 20% equity, 27% debt, 53% cash.
- 26 disclosed positions across 14 classified equity sectors.
- Largest equity sector is Banks at 6.2% of the portfolio.
Watchpoints
- Top 10 positions account for 91%, indicating high portfolio concentration.
- Cash and cash equivalents are 53%, which can create performance drag when markets rise.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Conservative Hybrid Fund.
ICICI Prudential Regular Savings Fund142 holdings · 25% top 10
Aditya Birla Sun Life Regular Savings Fund128 holdings · 26% top 10
UTI Conservative Hybrid Fund115 holdings · 31% top 10
HDFC Hybrid Debt Fund111 holdings · 28% top 10
BARODA BNP PARIBAS Conservative Hybrid Fund106 holdings · 28% top 10
SBI Conservative Hybrid Fund103 holdings · 27% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
6.2%
2.5%
2.4%
2.1%
1.4%
1.0%
0.8%
0.6%
0.6%
0.5%
0.5%
0.5%
0.4%
0.4%