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Sundaram Conservative Hybrid Fund Direct Plan Growth
+5.86%
3Y annualised
-0.09% 1D
NAV: 10 Jun '26
₹32.26
Min. for SIP
₹250
Fund size (AUM)
₹18.56 Cr
Expense ratio
1.14%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,187 | -1.35% | |
| 3 years | ₹1,80,000 | ₹1,88,575 | +4.76% | |
| 5 years | ₹3,00,000 | ₹3,41,764 | +13.92% | |
| 10 years | ₹6,00,000 | ₹8,36,777 | +39.46% |
Holdings (26)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 52.20% |
| GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 | Entities | GOI Securities | 25.98% |
| Bharti Airtel Ltd | Technology | Equity | 2.39% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.27% |
| HDFC Bank Ltd | Financial | Equity | 2.04% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 1.44% |
| State Bank of India | Financial | Equity | 1.35% |
| ICICI Bank Ltd | Financial | Equity | 1.07% |
| Infosys Ltd | Technology | Equity | 1.07% |
| HCL Technologies Ltd | Technology | Equity | 0.89% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.84% |
| Axis Bank Ltd | Financial | Equity | 0.80% |
| Tech Mahindra Ltd | Technology | Equity | 0.78% |
| Ultratech Cement Ltd | Materials | Equity | 0.77% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.71% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.68% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.57% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.57% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.53% |
| PI Industries Ltd | Materials | Equity | 0.52% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.51% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.48% |
| Marico Ltd | Consumer Staples | Equity | 0.45% |
| Tata Motors Ltd | Industrials | Equity | 0.43% |
| Cummins India Ltd | Industrials | Equity | 0.42% |
| Lupin Ltd | Healthcare | Equity | 0.24% |
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 | +5.9% | +7.1% | +7.0% | +7.7% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 28 | 21 | 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) | |
|---|---|---|---|---|
 | +3.90% | +10.59% | 3,344.68 | |
 | +3.94% | +9.88% | 3,302.00 | |
 | +2.94% | +9.26% | 178.55 | |
 | +4.42% | +9.22% | 9,792.72 | |
 | +6.64% | +8.75% | 951.13 | |
| Compare | ||||
Fund management
SASandeep AgarwalJan 2013 - PresentView details
SA
Sandeep Agarwal
Jan 2013 - Present
View details
BSBharath SMay 2022 - PresentView details
BS
Bharath S
May 2022 - Present
View details
DSDwijendra SrivastavaJan 2013 - PresentView details
DS
Dwijendra Srivastava
Jan 2013 - 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. Sandeep Agarwal is the Current Fund Manager of Sundaram Conservative Hybrid Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 10 Jun 2026 is ₹32.26.
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₹75,523.60 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,