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Sundaram Conservative Hybrid Fund Direct Plan Growth

Sundaram Conservative Hybrid Fund Direct Plan Growth

Hybrid
Conservative Hybrid
Moderately High Risk
+7.98%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹32.99
Min. SIP amount
₹250
Fund size
₹19.92 Cr
Expense ratio
0.83%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,966
+1.61%
3 years₹1,80,000₹1,97,685
+9.83%
5 years₹3,00,000₹3,59,184
+19.73%
10 years₹6,00,000₹8,78,529
+46.42%

Holdings (22)

NameSectorInstrumentsAssets
GOISovereignGOI Sec44.79%
GOISovereignGOI Sec25.03%
HDFC Bank Ltd.FinancialEquity3.31%
Reliance Industries Ltd.EnergyEquity2.60%
Bharti Airtel Ltd.CommunicationEquity2.54%
ICICI Bank Ltd.FinancialEquity1.69%
Infosys Ltd.TechnologyEquity1.38%
State Bank of IndiaFinancialEquity1.28%
HCL Technologies Ltd.TechnologyEquity1.14%
Bharat Petroleum Corporation Ltd.EnergyEquity0.77%
Axis Bank Ltd.FinancialEquity0.76%
Bajaj Auto Ltd.AutomobileEquity0.75%
Kotak Mahindra Bank Ltd.FinancialEquity0.75%
Ultratech Cement Ltd.ConstructionEquity0.74%
Alkem Laboratories Ltd.HealthcareEquity0.69%
Mahindra & Mahindra Ltd.AutomobileEquity0.61%
Tech Mahindra Ltd.TechnologyEquity0.60%
Marico Ltd.Consumer StaplesEquity0.57%
Jubilant FoodWorks Ltd.ServicesEquity0.56%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.55%
PI Industries Ltd.ChemicalsEquity0.52%
Larsen & Toubro Ltd.ConstructionEquity0.51%
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
Name3Y5Y10YAll
Fund returns+8.0%+8.3%+7.7%+8.1%
Category average (Hybrid Conservative Hybrid)+9.1%+8.0%+7.8%--
Rank (Hybrid Conservative Hybrid)261618--

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

Name1Y3YFund Size(Cr)
Parag Parikh Conservative Hybrid Fund Direct Growth
Parag Parikh Conservative Hybrid Fund Direct Growth
+7.52%+11.32%3,212.39
ICICI Prudential Regular Savings Fund Direct Growth
ICICI Prudential Regular Savings Fund Direct Growth
+8.58%+10.87%3,358.65
DSP Regular Savings Fund Direct Growth
DSP Regular Savings Fund Direct Growth
+8.02%+10.52%183.97
HDFC Hybrid Debt Fund Direct Growth
HDFC Hybrid Debt Fund Direct Growth
+6.08%+10.21%3,354.01
Nippon India Conservative Hybrid Fund Direct Growth
Nippon India Conservative Hybrid Fund Direct Growth
+10.44%+10.03%932.60
Compare

Fund management

DS
Dwijendra Srivastava
Jan 2013 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Multi Factor Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

BS
Bharath S.
May 2022 - Present
View details

SA
Sandeep Agarwal
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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Conservative Hybrid Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹32.99. The Sundaram Conservative Hybrid Fund Direct Plan Growth is rated Moderately High 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
Scheme Information Document(SID)

Fund house

AMC Image
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Websitehttp://www.sundarammutual.com
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
Email[email protected]
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka
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