DS
Dwijendra SrivastavaFund Manager Since 1 Jun 2012
AllocationConservative Allocation
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)
This Fund
9 years
NIFTY 50
5 years 4 months
FD
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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Regular Savings Fund Direct Plan Bonus
4.01%
2nd
ICICI Prudential Regular Savings Fund Bonus
3.96%
3rd
Kotak Debt Hybrid Direct Quarterly Payout of Income Distribution cum Cap Wdrl
3.38%
4th
Kotak Debt Hybrid Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
3.38%
5th
Kotak Debt Hybrid Quarterly Payout of Income Distribution cum Cap Wdrl
3.26%
167th
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
-0.22%
Fund Managers
SC
Siddharth ChaudharyFund Manager Since 1 Jun 2012
SA
Sandeep AgarwalFund Manager Since 30 Sept 2012
RB
Rahul BaijalFund Manager Since 1 Apr 2019
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
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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expense ratio
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Sundaram Banking & PSU Fund Regular Growth
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3Y CAGR
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expense ratio
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fund size
₹376.88 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
