Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Moderately High Risk
Hybrid
3 Star
NAV as of Dec 03, 2025
₹33.01
-0.04%1D Change
Returns since inception
8.19%p.a.
Moderately High Risk
Hybrid
3 Star
NAV as of Dec 03, 2025
₹33.01
-0.04%1D Change
Returns since inception
8.19%p.a.
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Moderately High Risk|Hybrid|3 Star
NAV as of Dec 03, 2025
₹33.01
-0.04%1D
Returns since inception
8.19%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
- Rating3 Star
- Expense ratio0.86%
- Exit Load0% within 0 days
- AUM (Fund size)₹20.57 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 (%) |
|---|---|
| Cash And Other Net Current Assets^ | 25.92% |
| Treps | 23.03% |
| 6.68% Govt Stock 2040 | 19.07% |
| 7.24% Govt Stock 2055 | 10.12% |
| HDFC Bank Ltd | 3.19% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Nippon India Conservative... | ₹ 926 Cr | ₹66.35 | -0.01% | High |
| ICICI Prudential Regular ... | ₹ 3,392 Cr | ₹85.92 | -0.01% | High |
| Aditya Birla Sun Life Reg... | ₹ 1,554 Cr | ₹76.91 | -0.03% | High |
| Axis Conservative Hybrid ... | ₹ 240 Cr | ₹35.89 | -0.08% | Very High |
NAV History - SUNDARAM CONSERVATIVE HYBRID FUND Direct Plan - Growth
FUND | SUNDARAM CONSERVATIVE HYBRID FUND Direct Plan - Growth |
|---|---|
| NAV (Dec 03, 2025) | ₹33.01 |
| 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... | -0.25% | 0.48% | 2.04% | 0.93% | 4.26% | 7.8% |
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)
2.03 Lakhs ₹
Min investment of ₹300 required
