Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Moderately High Risk
Hybrid
3 Star
₹32.40
0.22%1D Change
8.23%p.a.
Moderately High Risk
Hybrid
3 Star
₹32.40
0.22%1D Change
8.23%p.a.
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
₹32.40
0.22%1D
8.23%p.a.
Returns Calculator
Investment Type
Fund Overview
- Rating3 Star
- Expense ratio1.16%
- Exit Load0% within 0 days
- AUM (Fund size)₹21.61 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
| Holding Name | Assets (%) |
|---|---|
| Cash And Other Net Current Assets^ | 25.44% |
| 7.09% Govt Stock 2054 | 23.55% |
| Treps | 23.22% |
| 7.1% Govt Stock 2034 | 4.87% |
| HDFC Bank Ltd | 3.3% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life Reg... | ₹ 1,524 Cr | ₹74.96 | 0.13% | Moderately High risk |
| Nippon India Conservative... | ₹ 899 Cr | ₹64.13 | 0.08% | High |
| ICICI Prudential Regular ... | ₹ 3,237 Cr | ₹83.75 | 0.09% | Moderately High risk |
| DSP Regular Saving Fund D... | ₹ 180 Cr | ₹66.15 | 0.13% | Moderate |
NAV History
FUND | Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option |
|---|---|
| NAV (Aug 14, 2025) | ₹32.40 |
| 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 Option |
|---|---|
| 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... | -0.26% | -1.17% | -0.96% | 3.34% | 4.99% | 8.19% |
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
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(as per historical returns)
