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Sundaram Conservative Hybrid Fund(IDCW)

Ticker: mf17762
Decent 75/100

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Kotak Nifty G-Sec July 2033 Index Fund(IDCW)
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The Kotak Nifty G-Sec July 2033 Index Fund is a decent investment for conservative investors seeking stability, but it lacks significant growth potential.
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Kotak Nifty G-Sec July 2033 Index Fund(IDCW Payout)
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The Kotak Nifty G-Sec July 2033 Index Fund is a decent investment for conservative investors seeking stability, but it lacks significant growth potential.
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Kotak Nifty 50 Equal Weight Index Fund(IDCW Payout)
Score 70/100 Decent
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Kotak Nifty 50 Equal Weight Index Fund(IDCW)
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ICICI Pru Nifty200 Quality 30 Index Fund(IDCW)
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The ICICI Pru Nifty200 Quality 30 Index Fund shows decent potential with a balanced portfolio of quality stocks, but investors should be cautious of execution risks.
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ICICI Pru Nifty200 Quality 30 Index Fund(IDCW Payout)
Score 68/100 Decent
The fund is positioned well with quality stocks and consistent growth, making it a decent investment option.
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K
Kotak Nifty Top 10 Equal Weight Index Fund(IDCW)
Score 56/100 Decent
The fund shows decent potential with a diversified portfolio, but faces challenges in governance and execution risks.
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Kotak Nifty Top 10 Equal Weight Index Fund(IDCW Payout)
Score 70/100 Decent
The fund is well-positioned with a diversified portfolio of strong companies, making it a decent investment option.
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B
Bandhan Asset Alloc FoF-Aggr(IDCW)
Score 66/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and profitability pressures.
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B
Bandhan Asset Alloc FoF-Aggr(IDCW Reinvest)
Score 75/100 Decent
The fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
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K
Kotak Nifty 100 Equal Weight Index Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Nifty 100 Equal Weight Index Fund shows decent potential with a diversified portfolio and consistent growth, but investors should be cautious of valuation and execution risks.
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Kotak Nifty 100 Equal Weight Index Fund(IDCW)
Score 73/100 Decent
The Kotak Nifty 100 Equal Weight Index Fund shows a decent investment potential with a balanced approach across sectors, though some risks remain.
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B
Bandhan Asset Alloc FoF-Mod-(IDCW)
Score 66/100 Decent
The fund shows potential but has several areas of concern that need addressing for better performance.
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A
Aditya Birla SL Multi - Asset Passive FoF(IDCW)
Score 66/100 Decent
The fund shows decent potential but lacks strong growth drivers and consistency in profitability.
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A
Aditya Birla SL Multi - Asset Passive FoF(IDCW Reinv)
Score 66/100 Decent
The fund shows decent potential with a diversified approach, but faces challenges in profitability and execution risks.
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K
Kotak BSE Housing Index Fund(IDCW Payout)
Score 68/100 Decent
The Kotak BSE Housing Index Fund shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
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Business Overview

Sundaram Conservative Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to wealth creation with moderate risk. This fund invests in a mix of equity and fixed income, making it suitable for conservative investors looking for stability and growth. It aims to provide regular income while preserving capital, appealing to individuals planning for long-term financial goals. With a seasoned management team and a focus on quality investments, this fund stands out as a reliable choice in the hybrid category.

  • Balanced investment in equity and debt
  • Ideal for conservative investors
  • Focus on capital preservation
  • Regular income generation
  • Managed by experienced professionals
  • Supports long-term financial goals

Investment Thesis

Sundaram Conservative Hybrid Fund stands out due to its credible promoter group, robust digital services growth potential, and attractive valuation compared to peers. This fund is poised to deliver steady returns, making it a compelling choice for conservative investors seeking stability and growth.

  • Backed by a reputable promoter group with a strong track record.
  • Capitalizes on the growing trend of digital services in India.
  • Offers an attractive valuation, providing a competitive edge over peers.
  • Focuses on a balanced approach, ensuring capital preservation and growth.
  • Ideal for conservative investors looking for reliable income and moderate growth.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment across asset classes
  • Potential for capital appreciation
  • Regular income through dividends
Risks ⚠️
  • Market fluctuations affect returns
  • Interest rate changes impact bonds
  • Inflation may erode purchasing power
  • Limited growth compared to equities

Peer Perspective

Sundaram Conservative Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Sundaram Conservative Hybrid Fund(IDCW) • Updated: 2025-10-01 07:19:44
  • 10
    Business
    High
    The fund operates in a sector that is adapting to changing market conditions, but lacks a significant competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, with fluctuations in performance.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with operating cash flow showing some volatility.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 8
    Balance
    High
    The balance sheet shows manageable debt levels, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is stable, but there are some concerns regarding disclosures.
  • 8
    Drivers
    High
    There are potential growth drivers, but execution risks remain significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity affecting price action.
Final Score & Verdict
Score 75 / 100 • Decent
The Sundaram Conservative Hybrid Fund shows potential but faces challenges in growth consistency and execution risks. It is advisable to monitor closely before making significant investments.