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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 12 Dec 2025
₹33.06
Rating
2
Min. SIP amount
₹250
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)
| 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% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹250 |
Returns and rankings
Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 7.9% | 8.7% | 7.7% | 8.2% |
| Category average | 8.9% | 8.2% | 8.0% | NA |
| Rank with in category | 26 | 17 | 19 | NA |
Understand terms
Peer Comparison
| Hybrid, Conservative Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | 5 | 7.5% | 11.5% | 3,096.58 |
ICICI Prudential Regular Savings Fund Direct Growth | 5 | 8.2% | 10.8% | 3,375.12 |
DSP Regular Savings Fund Direct Growth | 4 | 6.9% | 10.5% | 180.25 |
HDFC Hybrid Debt Fund Direct Growth | 4 | 5.0% | 10.2% | 3,372.76 |
Nippon India Conservative Hybrid Fund Direct Growth | 5 | 10.2% | 10.0% | 922.56 |
Expense ratio, exit load and tax
Expense ratio: 0.83%
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 management
Sandeep AgarwalJan 2013 - PresentView details
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
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Hybrid Conservative Hybrid
Pros
Exit load is zero
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
5Y annualised returns higher than category average by 0.53%
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher expense ratio: 0.83%
Low rating: 2
Compare funds
Sundaram Conservative Hybrid Fund Direct Plan Growth
VS
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