| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 19.04% |
GOI | Sovereign | GOI Sec | 10.03% |
HDFC Bank Ltd. | Financial | Equity | 3.27% |
Reliance Industries Ltd. | Energy | Equity | 2.52% |
Bharti Airtel Ltd. | Communication | Equity | 2.46% |
ICICI Bank Ltd. | Financial | Equity | 1.69% |
Infosys Ltd. | Technology | Equity | 1.33% |
State Bank of India | Financial | Equity | 1.24% |
HCL Technologies Ltd. | Technology | Equity | 1.11% |
Axis Bank Ltd. | Financial | Equity | 0.75% |
Bajaj Auto Ltd. | Automobile | Equity | 0.71% |
Ultratech Cement Ltd. | Construction | Equity | 0.71% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.70% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.70% |
Alkem Laboratories Ltd. | Healthcare | Equity | 0.69% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.60% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.59% |
Tech Mahindra Ltd. | Technology | Equity | 0.55% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.55% |
PI Industries Ltd. | Chemicals | Equity | 0.53% |
Marico Ltd. | Consumer Staples | Equity | 0.52% |
Larsen & Toubro Ltd. | Construction | Equity | 0.50% |
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 6.8% | 7.7% | 6.7% | 7.2% |
| Category average | 8.9% | 8.0% | 7.9% | NA |
| Rank with in category | 27 | 14 | 19 | NA |
| Hybrid, Conservative Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Growth | 5 | 7.1% | 11.0% | 3,096.58 |
SBI Conservative Hybrid Fund Growth | 5 | 5.9% | 9.7% | 9,977.35 |
Nippon India Conservative Hybrid Fund Growth | 5 | 9.5% | 9.1% | 922.56 |
Aditya Birla Sun Life Savings Fund Growth | 4 | 6.8% | 8.9% | 1,549.13 |
ICICI Prudential Child Care Plan Study | 5 | 5.1% | 8.8% | 130.58 |
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
A form of tax payable for the purchase or sale of an asset or security.
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed as per your Income Tax slab.
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | ₹76,948.12Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
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. S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria 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 19 Dec 2025 is ₹29.86. The Sundaram Conservative Hybrid Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. ;
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. ;
| Fund benchmark | CRISIL Hybrid 85+15 Conservative Index |
|---|