How to Invest in Sundaram Conservative Hybrid Fund Direct Plan Growth?

You can easily invest in Sundaram Conservative Hybrid Fund Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Conservative Hybrid Fund Direct Plan Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Conservative Hybrid Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Conservative Hybrid Fund Direct Plan Growth provide?

The Sundaram Conservative Hybrid Fund Direct Plan Growth has been there from 08 Jan 2013 and the average annual returns provided by this fund is 5.17% since its inception.

How much expense ratio is charged by Sundaram Conservative Hybrid Fund Direct Plan Growth?

The term Expense Ratio used for Sundaram Conservative Hybrid Fund Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Conservative Hybrid Fund Direct Plan Growth is 0.83% as of 20 Jan 2026...

What is the AUM of Sundaram Conservative Hybrid Fund Direct Plan Growth?

The AUM, short for Assets Under Management of Sundaram Conservative Hybrid Fund Direct Plan Growth is ₹19.92Cr as of 20 Jan 2026.

How to Redeem Sundaram Conservative Hybrid Fund Direct Plan Growth?

If you want to sell your Sundaram Conservative Hybrid Fund Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Sundaram Conservative Hybrid Fund Direct Plan Growth?

The PE ratio ratio of Sundaram Conservative Hybrid Fund Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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Sundaram Conservative Hybrid Fund Direct Plan Growth

Name: Sundaram Conservative Hybrid Fund Direct Plan Growth
Brand: Sundaram Mutual Fund

Hybrid

Conservative Hybrid

Moderately High Risk

+7.80%

3Y annualised

-0.11% 1D

All

NAV: 19 Jan '26

₹32.95

Min. SIP amount

₹250

Fund size

₹19.92 Cr

Expense ratio

0.83%

Return calculator

Monthly SIP

One time

Monthly investment

₹5,000

Over the past	Total investment	Would've become	Returns
1 year	₹60,000	₹60,888	+1.48%
3 years	₹1,80,000	₹1,97,369	+9.65%
5 years	₹3,00,000	₹3,58,579	+19.53%
10 years	₹6,00,000	₹8,77,025	+46.17%

Holdings (22)

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

₹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	+7.8%	+8.3%	+7.8%	+8.1%
Category average (Hybrid Conservative Hybrid)	+9.1%	+8.0%	+7.8%	--
Rank (Hybrid Conservative Hybrid)	26	16	18	--

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 Direct Growth	+7.15%	+11.19%	3,212.39
	ICICI Prudential Regular Savings Fund Direct Growth	+8.35%	+10.76%	3,358.65
	DSP Regular Savings Fund Direct Growth	+7.97%	+10.38%	183.97
	HDFC Hybrid Debt Fund Direct Growth	+5.95%	+10.06%	3,354.01
	Nippon India Conservative Hybrid Fund Direct Growth	+10.30%	+9.92%	932.60
Compare

Fund management

DS
Dwijendra Srivastava
Jan 2013 - 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 Direct Growth

Sundaram Aggressive Hybrid Fund Direct Growth

Sundaram Banking & PSU Fund Direct Growth

Sundaram Short Duration Fund Direct Growth

Sundaram Multi Factor Fund Direct Growth

Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Sundaram Conservative Hybrid Fund Direct Plan Growth

Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Sundaram Corporate Bond Fund Direct Growth

Sundaram Flexi Cap Fund Direct Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth

Sundaram Money Market Fund Direct Growth

Sundaram Low Duration Fund Direct Growth

Sundaram Liquid Direct Growth

Sundaram Medium Duration Fund Direct Growth

Sundaram Ultra Short Duration Fund Direct Growth

Sundaram Arbitrage Fund Direct Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Sundaram Multi Asset Allocation Fund Direct Growth

Sundaram Business Cycle Fund Direct Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Sundaram Overnight Fund Direct Growth

Sundaram Balanced Advantage Fund Direct Growth

Sundaram Equity Savings Fund Direct Growth

Sundaram Long Term Tax Advantage Fund Series II Direct 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 ELSS Tax Saver Fund Direct

Sundaram Aggressive Hybrid Fund Direct Growth

Sundaram Large and Mid Cap Fund Direct Growth

Sundaram Flexi Cap Fund Direct Growth

Sundaram Mid Cap Fund Direct Growth

Sundaram Multi Factor Fund Direct Growth

Sundaram Balanced Advantage Fund Direct Growth

Sundaram Conservative Hybrid Fund Direct Plan 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 Money Market Fund Direct Growth

Sundaram Aggressive Hybrid Fund Direct Growth

Sundaram Low Duration Fund Direct Growth

Sundaram Banking & PSU Fund Direct Growth

Sundaram Short Duration Fund Direct Growth

Sundaram Liquid Direct Growth

Sundaram Multi Factor Fund Direct Growth

Sundaram Medium Duration Fund Direct Growth

Sundaram Ultra Short Duration Fund Direct Growth

Sundaram Conservative Hybrid Fund Direct Plan Growth

Sundaram Corporate Bond Fund Direct Growth

Sundaram Multi Asset Allocation Fund Direct Growth

Sundaram Business Cycle Fund Direct Growth

Sundaram Overnight Fund Direct Growth

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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Conservative Hybrid Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 19 Jan 2026 is ₹32.95. The Sundaram Conservative Hybrid Fund Direct Plan Growth is rated Moderately High 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

Scheme Information Document(SID)