Sundaram Conservative Hybrid Fund - Growth - Direct Plan

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  • 0.03 %Nav, as on 07-01-2026

  • Previous Nav

  • Net Change on 07-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Conservative Hybrid Fund Direct Plan - Growth -1.02 5.72 5.00 8.12 8.49 8.13
CRISIL 10 Year Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 85+15 - Conservative Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Conservative Hybrid Fund Direct Plan - Growth Jan 08, 2013 Unrated 5.00 8.12 8.49 0.86 19.92
SBI Conservative Hybrid Fund - DIRECT PLAN - GROWTH Jan 07, 2013 7.77 10.66 10.09 1.05 9,851.37
ICICI Prudential Regular Savings Fund - Direct Plan - Growth Jan 03, 2013 8.93 11.14 9.95 1.00 3,358.65
HDFC Hybrid Debt Fund - Growth - Direct Plan Jan 01, 2013 6.33 10.53 10.18 1.17 3,354.01
Kotak Debt Hybrid - Growth - Direct Jan 01, 2013 6.55 11.47 10.82 0.48 3,107.59
UTI Conservative Hybrid Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 6.93 10.38 9.51 1.23 1,703.12

Fund Holdings as on 31-December-2025

  • 6.48% Central Government Securities 06/10/2035

  • 7.24% Central Government Securities 18/08/2055

  • TREPS

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Cash and Other Net Current Assets^

  • ICICI Bank Ltd

  • Infosys Ltd

  • State Bank of India

  • HCL Technologies Ltd

  • Bharat Petroleum Corporation Ltd

  • Axis Bank Ltd

  • Bajaj Auto Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Alkem Laboratories Ltd

  • Mahindra & Mahindra Ltd

  • Tech Mahindra Ltd

  • Marico Ltd

  • Jubilant Foodworks Ltd

  • Hindustan Aeronautics Ltd

  • PI Industries Ltd

  • Larsen & Toubro Ltd

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Edible Oil

  • Consumer Food

  • Defence

  • Pesticides & Agrochemicals

  • Engineering - Construction

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Fund Manager

  • Cash

  • Equity

  • Sovereign

  • Unrated

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About Sundaram Conservative Hybrid Fund

Scheme Analysis

Sundaram Conservative Hybrid Fund is a Hybrid - Conservative Hybrid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Jan-2013 and currently has an AUM of ₹19.92 crore. Sundaram Conservative Hybrid Fund is benchmarked against CRISIL 10 Year Gilt Index as primary index and CRISIL Hybrid 85+15 - Conservative Index as secondary index.

The NAV of Sundaram Conservative Hybrid Fund ended up ₹0.01(0.03%)yesterday to ₹33.1207.

Among its top 3 holdings the fund has exposure to 6.48% Central Government Securities 06/10/2035, and

The Sundaram Conservative Hybrid Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156