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Sundaram Conservative Hybrid Fund Direct Plan Growth
+5.72%
3Y annualised
-0.04% 1D
NAV: 20 Jul '26
₹32.73
Min. for SIP
₹250
Fund size (AUM)
₹18.69 Cr
Expense ratio
1.13%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,239 | +0.40% | |
| 3 years | ₹1,80,000 | ₹1,89,779 | +5.43% | |
| 5 years | ₹3,00,000 | ₹3,43,142 | +14.38% | |
| 10 years | ₹6,00,000 | ₹8,40,405 | +40.07% |
Holdings (26)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 51.29% |
| GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 | Entities | GOI Securities | 26.69% |
| Bharti Airtel Ltd | Technology | Equity | 2.38% |
| HDFC Bank Ltd | Financial | Equity | 2.14% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.08% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 1.81% |
| State Bank of India | Financial | Equity | 1.32% |
| ICICI Bank Ltd | Financial | Equity | 1.18% |
| Infosys Ltd | Technology | Equity | 0.91% |
| Axis Bank Ltd | Financial | Equity | 0.86% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.83% |
| HCL Technologies Ltd | Technology | Equity | 0.80% |
| Ultratech Cement Ltd | Materials | Equity | 0.75% |
| Tech Mahindra Ltd | Technology | Equity | 0.75% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.75% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.71% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.59% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.57% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.55% |
| Marico Ltd | Consumer Staples | Equity | 0.49% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.49% |
| Cummins India Ltd | Industrials | Equity | 0.45% |
| Tata Motors Ltd | Industrials | Equity | 0.45% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.45% |
| PI Industries Ltd | Materials | Equity | 0.44% |
| Lupin Ltd | Healthcare | Equity | 0.26% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹250
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +5.7% | +7.3% | +7.0% | +7.7% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 28 | 25 | 20 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.33% | +10.85% | 3,418.90 | |
 | +4.95% | +9.55% | 3,347.77 | |
 | +4.07% | +9.11% | 179.41 | |
 | +4.93% | +8.98% | 10,144.75 | |
 | +7.20% | +8.71% | 967.48 | |
| Compare | ||||
Fund management
BSBharath SMay 2022 - PresentView details
BS
Bharath S
May 2022 - Present
View details
KRKumaresh RamakrishnanJun 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jun 2026 - Present
View details
About Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S is the Current Fund Manager of Sundaram Conservative Hybrid Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 20 Jul 2026 is ₹32.73.
The Sundaram Conservative Hybrid Fund Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000.
;
Investment Objective
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,991.28 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,