Sundaram Conservative Hybrid Fund - Growth - Regular Plan

Other Plans and Options
  • 0.1 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 Regular Plan - Growth 12.73 17.36 8.70 8.74 9.85 7.43
Crisil 10 Yr 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 Regular Plan - Growth Mar 08, 2010 Unrated 8.70 8.74 9.85 2.15 27.34
SBI Conservative Hybrid Fund - REGULAR PLAN - GROWTH Mar 23, 2001 8.89 10.90 12.81 1.54 9,612.10
HDFC Hybrid Debt Fund - Growth Dec 26, 2003 9.22 11.92 13.31 1.72 3,363.81
ICICI Prudential Regular Savings Fund - Plan - Growth Mar 30, 2004 10.18 10.82 11.27 1.72 3,165.91
Kotak Debt Hybrid - Growth Dec 02, 2003 9.77 11.76 12.79 1.66 3,075.09
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Dec 16, 2003 Unrated 11.29 11.02 12.49 1.81 1,665.56

Fund Holdings as on 30-April-2025

  • TREPS

  • 7.30% Government Securities - 19/06/2053

  • 7.09% Central Government Securities 05/08/2054

  • 7.10% Central Government Securities 08/04/2034

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Cash and Other Net Current Assets^

  • HCL Technologies Ltd

  • Infosys Ltd

  • Power Grid Infrastructure Investment Trust(InvIT)

  • Axis Bank Ltd

  • State Bank of India

  • ITC Ltd

  • Bharat Petroleum Corporation Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Jubilant Foodworks Ltd

  • Marico Ltd

  • United Spirits Ltd

  • Larsen & Toubro Ltd

  • Bajaj Auto Ltd

  • Alkem Laboratories Ltd

  • Grasim Industries Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Maruti Suzuki India Ltd

  • PI Industries Ltd

  • Corporate Debt Market Development Fund - Class A2

  • Bharti Airtel Ltd - Partly Paid Right Shares

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Telecommunication - Service Provider

  • Consumer Food

  • Bank - Public

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Diversified

  • Insurance

  • Pesticides & Agrochemicals

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Fund Manager

  • Cash

  • Equity

  • REITs & InvITs

  • Rights

  • 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-Mar-2010 and currently has an AUM of ₹27.34 crore. Sundaram Conservative Hybrid Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 85+15 - Conservative Index as secondary index.

The NAV of Sundaram Conservative Hybrid Fund ended up ₹0.03(0.1%)yesterday to ₹29.7653.

Among its top 3 holdings the fund has exposure to TREPS, 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