Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Moderately High Risk
Hybrid
4 Star
NAV as of Jun 30, 2025
₹32.73
-0.04%1D Change
Returns since inception
8.41%p.a.
Moderately High Risk
Hybrid
4 Star
NAV as of Jun 30, 2025
₹32.73
-0.04%1D Change
Returns since inception
8.41%p.a.
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Moderately High Risk|Hybrid|4 Star
NAV as of Jun 30, 2025
₹32.73
-0.04%1D
Returns since inception
8.41%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.16%
- Exit Load0% within 0 days
- AUM (Fund size)₹27.03 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹5000
- RiskModerately High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
19.73%
Debt
62.11%
Others
18.16%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| 7.09% Govt Stock 2054 | 37.28% |
| Treps | 36.06% |
| 7.1% Govt Stock 2034 | 3.87% |
| HDFC Bank Ltd | 3.02% |
| ICICI Bank Ltd | 2.2% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life Reg... | ₹ 1,378 Cr | ₹74.89 | 0.07% | Moderately High risk |
| ICICI Prudential Regular ... | ₹ 3,188 Cr | ₹83.22 | 0.14% | High |
| DSP Regular Saving Fund D... | ₹ 180 Cr | ₹54.29 | 0.32% | Moderately High risk |
| Nippon India Hybrid Bond ... | ₹ 888 Cr | ₹63.83 | 0.05% | High |
NAV History - SUNDARAM CONSERVATIVE HYBRID FUND Direct Plan - Growth
FUND | SUNDARAM CONSERVATIVE HYBRID FUND Direct Plan - Growth |
|---|---|
| NAV (Jun 30, 2025) | ₹32.73 |
| Class | Hybrid | Conservative |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, S. Bharath, Sandeep Agarwal, Ashish Aggarwal |
FUND | SUNDARAM CONSERVATIVE HYBRID FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM CONSERVATIV... | 0.47% | -0.15% | 2.79% | 3.84% | 6.94% | 9.75% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.1 Lakhs ₹
Min investment of ₹300 required
