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Sundaram Conservative Hybrid Fund Direct Plan Growth
+5.73%
3Y annualised
-0.16% 1D
NAV: 31 Aug '26
₹32.82
Min. for SIP
₹250
Fund size (AUM)
₹18.97 Cr
Expense ratio
1.13%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,301 | +0.50% | |
| 3 years | ₹1,80,000 | ₹1,89,138 | +5.08% | |
| 5 years | ₹3,00,000 | ₹3,41,378 | +13.79% | |
| 10 years | ₹6,00,000 | ₹8,36,163 | +39.36% |
Holdings (26)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 51.21% |
| GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 | Entities | GOI Securities | 26.27% |
| Bharti Airtel Ltd | Technology | Equity | 2.50% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.07% |
| HDFC Bank Ltd | Financial | Equity | 1.97% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 1.91% |
| State Bank of India | Financial | Equity | 1.30% |
| ICICI Bank Ltd | Financial | Equity | 1.21% |
| Infosys Ltd | Technology | Equity | 1.02% |
| HCL Technologies Ltd | Technology | Equity | 0.99% |
| Tech Mahindra Ltd | Technology | Equity | 0.87% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.83% |
| Ultratech Cement Ltd | Materials | Equity | 0.78% |
| Axis Bank Ltd | Financial | Equity | 0.78% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.76% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.69% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.63% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.61% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.52% |
| Marico Ltd | Consumer Staples | Equity | 0.50% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.48% |
| PI Industries Ltd | Materials | Equity | 0.46% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.46% |
| Tata Motors Ltd | Industrials | Equity | 0.46% |
| Cummins India Ltd | Industrials | Equity | 0.44% |
| Lupin Ltd | Healthcare | Equity | 0.25% |
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 | +5.7% | +6.9% | +6.7% | +7.7% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 28 | 24 | 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) | |
|---|---|---|---|---|
 | +6.07% | +10.41% | 3,473.41 | |
 | +4.80% | +9.27% | 3,355.90 | |
 | +5.04% | +9.06% | 179.80 | |
 | +7.74% | +8.90% | 976.82 | |
 | +6.49% | +8.76% | 10,209.90 | |
| 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 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. Bharath S is the Current Fund Manager of Sundaram Conservative Hybrid Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹84,418 Cr and the Latest NAV as of 31 Aug 2026 is ₹32.82.
The Sundaram Conservative Hybrid Fund Direct Plan 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₹84,417.82 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,