Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
3Y Annualised
7.99%
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.22%
0.09% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years
5 years 4 months
9 years 7 months
Fund info
Fund size
₹19.92 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Regular Savings Fund Direct Plan Bonus
2nd
ICICI Prudential Regular Savings Fund Bonus
3rd
Kotak Debt Hybrid Direct Quarterly Payout of Income Distribution cum Cap Wdrl
4th
Kotak Debt Hybrid Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
5th
Kotak Debt Hybrid Quarterly Payout of Income Distribution cum Cap Wdrl
167th
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Fund Managers
About Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option has ₹19.92 Cr worth of assets under management (AUM) as of Mon Jan 19 2026. The latest Net Asset Value (NAV) of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option as of Fri Jan 16 2026 is ₹32.9914. The fund has an expense ratio of 0.86%, which is medium comparable to most other Allocation funds.
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option returns for the last 1 year are 5.21%. Since launch, it has delivered 8.10% average annual returns.
The Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option has the majority of its money invested in null, Financial Services, Energy, Communication Services, Technology sectors.
Top 5 Holdings of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option.
- 6.48% Govt Stock 2035: 44.79%
- 7.24% Govt Stock 2055: 25.03%
- HDFC Bank Ltd: 3.31%
- Reliance Industries Ltd: 2.60%
- Bharti Airtel Ltd: 2.54%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


