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Sundaram Conservative Hybrid Fund Growth
+4.30%
3Y annualised
-0.12% 1D
NAV: 07 Oct '26
₹29.01
Min. for SIP
₹250
Fund size (AUM)
₹18.31 Cr
Expense ratio
1.89%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,162 | -1.40% | |
| 3 years | ₹1,80,000 | ₹1,82,611 | +1.45% | |
| 5 years | ₹3,00,000 | ₹3,26,318 | +8.77% | |
| 10 years | ₹6,00,000 | ₹7,78,152 | +29.69% |
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| 6.53% GOI 07-Sep-2031 | Entities | GOI Securities | 26.94% |
| GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 | Entities | GOI Securities | 21.42% |
| Repo | Unspecified | Repo | 9.96% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 7.19% |
| POWER FINANCE CORPORATION LIMITED SR 259A 6.96 BD 02MR28 FVRS1LAC | Financial | Debenture | 5.41% |
| BAJAJ HOUSING FINANCE LIMITED 7.64 NCD 01JL30 FVRS1LAC | Financial | Non Convertible Debenture | 5.35% |
| BAJAJ FINANCE LIMITED 8.1167 NCD 10MY27 FVRS1LAC | Financial | Non Convertible Debenture | 2.73% |
| BAJAJ HOUSING FINANCE LIMITED 7.7 NCD 21MY27 FVRS10LAC | Financial | Bonds | 2.72% |
| Bharti Airtel Ltd | Technology | Equity | 2.30% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.94% |
| State Bank of India | Financial | Equity | 1.26% |
| HDFC Bank Ltd | Financial | Equity | 1.16% |
| ICICI Bank Ltd | Financial | Equity | 1.15% |
| Tech Mahindra Ltd | Technology | Equity | 0.83% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.81% |
| Axis Bank Ltd | Financial | Equity | 0.80% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.77% |
| Ultratech Cement Ltd | Materials | Equity | 0.75% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.70% |
| HCL Technologies Ltd | Technology | Equity | 0.67% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.64% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.56% |
| Infosys Ltd | Technology | Equity | 0.55% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.51% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.50% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.50% |
| Marico Ltd | Consumer Staples | Equity | 0.47% |
| Tata Motors Ltd | Industrials | Equity | 0.46% |
| Cummins India Ltd | Industrials | Equity | 0.39% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.31% |
| Lupin Ltd | Healthcare | Equity | 0.22% |
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 | +4.3% | +4.1% | +5.2% | +6.6% |
| Category average (Hybrid Conservative Hybrid) | +6.7% | +6.3% | +7.0% | +9.6% |
| Rank (Hybrid Conservative Hybrid) | 28 | 28 | 21 | -- |
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) | |
|---|---|---|---|---|
 | +2.91% | +8.85% | 3,453.72 | |
 | +1.57% | +7.81% | 3,269.91 | |
 | +3.94% | +7.79% | 10,107.43 | |
 | +4.92% | +7.65% | 977.17 | |
| -- | -- | 130.58 | |
| 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 Growth
Sundaram Conservative Hybrid Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹83,817 Cr and the Latest NAV as of 07 Oct 2026 is ₹29.01.
The Sundaram Conservative Hybrid Fund 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₹83,817.48 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,