Name	Sector	Instruments	Assets
GOI	Sovereign	GOI Sec	44.79%
GOI	Sovereign	GOI Sec	25.03%
HDFC Bank Ltd.	Financial	Equity	3.31%
Reliance Industries Ltd.	Energy	Equity	2.60%
Bharti Airtel Ltd.	Communication	Equity	2.54%
ICICI Bank Ltd.	Financial	Equity	1.69%
Infosys Ltd.	Technology	Equity	1.38%
State Bank of India	Financial	Equity	1.28%
HCL Technologies Ltd.	Technology	Equity	1.14%
Bharat Petroleum Corporation Ltd.	Energy	Equity	0.77%
Axis Bank Ltd.	Financial	Equity	0.76%
Bajaj Auto Ltd.	Automobile	Equity	0.75%
Kotak Mahindra Bank Ltd.	Financial	Equity	0.75%
Ultratech Cement Ltd.	Construction	Equity	0.74%
Alkem Laboratories Ltd.	Healthcare	Equity	0.69%
Mahindra & Mahindra Ltd.	Automobile	Equity	0.61%
Tech Mahindra Ltd.	Technology	Equity	0.60%
Marico Ltd.	Consumer Staples	Equity	0.57%
Jubilant FoodWorks Ltd.	Services	Equity	0.56%
Hindustan Aeronautics Ltd.	Capital Goods	Equity	0.55%
PI Industries Ltd.	Chemicals	Equity	0.52%
Larsen & Toubro Ltd.	Construction	Equity	0.51%

See All

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	3Y	5Y	10Y	All
Fund returns	+6.8%	+7.3%	+6.6%	+7.1%
Category average (Hybrid Conservative Hybrid)	+9.1%	+8.0%	+7.8%	--
Rank (Hybrid Conservative Hybrid)	27	14	19	--

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)
	Parag Parikh Conservative Hybrid Fund Growth	+7.12%	+11.02%	3,212.39
	SBI Conservative Hybrid Fund Growth	+6.77%	+9.77%	9,851.37
	Nippon India Conservative Hybrid Fund Growth	+9.44%	+9.11%	932.60
	Aditya Birla Sun Life Savings Fund Growth	+7.48%	+9.03%	1,541.39
	ICICI Prudential Child Care Plan Study	+5.12%	+8.75%	130.58
Compare

Fund management

DS
Dwijendra Srivastava
Jul 2010 - 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 Growth

Sundaram Short Duration Fund Growth

Sundaram Multi Factor Fund Growth

Sundaram Long Term Tax Advantage Fund Series III Growth

Sundaram Long Term Tax Advantage Fund Series IV Growth

Sundaram Flexi Cap Fund Growth

Sundaram Aggressive Hybrid Fund Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Growth

Sundaram Money Market Fund Growth

Sundaram Medium Duration Fund Growth

Sundaram Low Duration Fund Growth

Sundaram Liquid Growth

Sundaram Ultra Short Duration Fund Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Growth

Sundaram Banking & PSU Fund Growth

Sundaram Corporate Bond Fund Growth

Sundaram Arbitrage Fund Growth

Sundaram Equity Savings Fund Growth

Sundaram Conservative Hybrid Fund Growth

Sundaram Business Cycle Fund Growth

Sundaram Overnight Fund Growth

Sundaram Multi Asset Allocation Fund Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Growth

Sundaram Balanced Advantage Fund Growth

Sundaram Long Term Tax Advantage Fund Series II Growth

BS
Bharath S.
May 2022 - Present
View details

Education

Mr. Bharath is a B Com (H), MBA and ICWA.

Experience

Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Also manages these schemes

Sundaram Aggressive Hybrid Fund Growth

Sundaram Conservative Hybrid Fund Growth

Sundaram ELSS Tax Saver Fund

Sundaram Large and Mid Cap Fund Growth

Sundaram Multi Factor Fund Growth

Sundaram Mid Cap Fund Growth

Sundaram Balanced Advantage Fund Growth

Sundaram Flexi Cap Fund Growth

SA
Sandeep Agarwal
Jan 2013 - Present
View details

Education

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

Experience

Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Also manages these schemes

Sundaram Short Duration Fund Growth

Sundaram Multi Factor Fund Growth

Sundaram Liquid Growth

Sundaram Ultra Short Duration Fund Growth

Sundaram Banking & PSU Fund Growth

Sundaram Corporate Bond Fund Growth

Sundaram Aggressive Hybrid Fund Growth

Sundaram Conservative Hybrid Fund Growth

Sundaram Business Cycle Fund Growth

Sundaram Overnight Fund Growth

Sundaram Multi Asset Allocation Fund Growth

Sundaram Money Market Fund Growth

Sundaram Medium Duration Fund Growth

Sundaram Low Duration Fund Growth

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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Conservative Hybrid Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and the Latest NAV as of 09 Jan 2026 is ₹29.76. The Sundaram Conservative Hybrid Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹250. ;

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)