Sundaram Conservative Hybrid Fund Growth

Hybrid
Conservative Hybrid
Moderate Risk
+6.85%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Dec 2025
₹29.86
Rating
2
Min. SIP amount
Not Supported
Fund size
₹20.52Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (22)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec19.04%
GOI
SovereignGOI Sec10.03%
FinancialEquity3.27%
EnergyEquity2.52%
CommunicationEquity2.46%
FinancialEquity1.69%
TechnologyEquity1.33%
FinancialEquity1.24%
TechnologyEquity1.11%
FinancialEquity0.75%
AutomobileEquity0.71%
ConstructionEquity0.71%
EnergyEquity0.70%
FinancialEquity0.70%
HealthcareEquity0.69%
AutomobileEquity0.60%
ServicesEquity0.59%
TechnologyEquity0.55%
Capital GoodsEquity0.55%
ChemicalsEquity0.53%
Consumer StaplesEquity0.52%
ConstructionEquity0.50%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns6.8%7.7%6.7%7.2%
Category average8.9%8.0%7.9%NA
Rank with in category271419NA
Understand terms

Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
5
7.1%11.0%3,096.58
5
5.9%9.7%9,977.35
5
9.5%9.1%922.56
4
6.8%8.9%1,549.13
5
5.1%8.8%130.58

Expense ratio, exit load and tax

Expense ratio: 1.82%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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