Sundaram Conservative Hybrid Fund - Growth - Regular Plan

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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 (₹)

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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 4.06 17.07 7.27 8.62 9.18 7.37
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 7.27 8.62 9.18 2.15 27.30
ICICI Prudential Regular Savings Fund - Plan - Growth Mar 30, 2004 9.75 11.04 10.83 1.72 3,188.48
Kotak Debt Hybrid - Growth Dec 02, 2003 7.92 11.82 12.03 1.66 3,129.28
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Dec 16, 2003 Unrated 9.85 11.27 11.98 1.81 1,683.78
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Mar 31, 1996 9.18 9.55 9.55 1.84 952.73
Nippon India Hybrid Bond Fund-Growth Plan Jan 12, 2004 Unrated 8.86 9.24 9.25 1.88 885.65

Fund Holdings as on 31-May-2025

  • 7.09% Central Government Securities 05/08/2054

  • TREPS

  • 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

  • Larsen & Toubro Ltd

  • Marico Ltd

  • Ultratech Cement Ltd

  • Kotak Mahindra Bank Ltd

  • Bajaj Auto Ltd

  • United Spirits Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Jubilant Foodworks Ltd

  • Alkem Laboratories Ltd

  • Maruti Suzuki India Ltd

  • PI Industries Ltd

  • Grasim 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

  • Engineering - Construction

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Insurance

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Diversified

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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 ₹27.30 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(0%)yesterday to ₹29.621.

Among its top 3 holdings the fund has exposure to 7.09% Central Government Securities 05/08/2054, 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