DS
Dwijendra SrivastavaFund Manager Since 1 Jun 2012
AllocationConservative Allocation
Sundaram Conservative Hybrid Fund Growth
3Y Annualised
6.59%
-0.41% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.43%
-0.41% 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
10 years 10 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹19.77 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Moderate 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 Reinvestment of Income Distribution cum Cap Wdrl
3.26%
213rd
Sundaram Conservative Hybrid Fund Growth
-1.43%
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 Growth
Sundaram Conservative Hybrid Fund Growth is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 16 years, having been launched on 2010-03-08. Sundaram Conservative Hybrid Fund Growth has ₹19.77 Cr worth of assets under management (AUM) as of Thu Mar 12 2026. The latest Net Asset Value (NAV) of Sundaram Conservative Hybrid Fund Growth as of Thu Mar 12 2026 is ₹29.3054. The fund has an expense ratio of 1.14%, which is medium comparable to most other Allocation funds.
Sundaram Conservative Hybrid Fund Growth returns for the last 1 year are 3.23%. Since launch, it has delivered 6.96% average annual returns.
The Sundaram Conservative Hybrid Fund Growth has the majority of its money invested in null, Communication Services, Financial Services, Energy, Technology sectors.
Top 5 Holdings of Sundaram Conservative Hybrid Fund Growth.
- India (Republic of) 6.36%: 25.52%
- 7.24% Gs 2055: 25.13%
- Bharti Airtel Ltd: 2.30%
- HDFC Bank Ltd: 2.26%
- Reliance Industries Ltd: 2.13%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2010-03-08 |
| 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 Growth
| 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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Sundaram Banking & PSU Fund Regular Growth
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3Y CAGR
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expense ratio
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fund size
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
