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Sundaram Conservative Hyb Dir Qt IDCW-R (0P0001BBB4.BO)

19.57 +0.09 (+0.44%)
At close: April 23 at 1:30 AM GMT+5:30

Fund Summary

Sundaram Conservative Hyb Dir Qt IDCW-R

2nd Floor, 46 Whites Road,
Sundaram Towers,
+91 44 28583362/3367

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets --
YTD Return 2.58%
Yield 0.76%
Morningstar Rating
Inception Date Mar 08, 2010

Fund Operations

Last Dividend 0.08
Last Cap Gain --
Holdings Turnover 534.00%
Average for Category --

Fees & Expenses

Expense 0P0001BBB4.BO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Ashish Aggarwal, aged 41 years, is a BE and PGDM by qualification and has an overall work experience of 11 years mostly in the investment management function. He is appointed as Associate Fund Manager - Equity and is a Key Personnel with effect from January 01, 2022. Mr. Ashish joined Principal AMC as Associate Fund Manager Equity on 18th August 2015. Prior to joining Principal AMC, he was associated with Antique Stock Broking as Analyst/Associate Fund Manager

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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