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Fund Overview of Sundaram Conservative Hybrid Fund-growth
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₹18.6 CrAUM
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₹29.30NAV
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1.88%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Conservative Hybrid Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.24% | NA | 0.55% |
| 6 Months | -1.78% | NA | 5.55% |
| 1 Year | -0.81% | -0.81% | 5.63% |
| 2 Years | 5.67% | 2.80% | 10.55% |
| 3 Years | 16.03% | 5.08% | 10.07% |
| 5 Years | 35.74% | 6.30% | 10.06% |
| 7 Years | 57.01% | 6.66% | NA |
| 10 Years | 80.76% | 6.10% | 8.75% |
Compare Sundaram Conservative Hybrid Fund-growth with other mutual funds in the same category
Sundaram Conservative Hybrid Fund-growth
SBI Children's Fund - Savings Plan Direct-growth
SBI Children's Fund - Savings Plan Regular-growth
Asset Allocation
equities
19.80%debt instruments
26.93%other assets or cash equivalents
53.28%Sundaram Conservative Hybrid Fund-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 08 Mar 2010, the fund aims Income over medium to long term. Capital appreciation by investing a portion of the assets in equity and equity related instruments. It manages assets worth ₹18.6 crore as on Sun May 31, 2026. The expense ratio stands at 1.88%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Conservative Hybrid Fund-growth
The portfolio allocation consists of 19.80% in equities, 26.93% in debt instruments, 53.28% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of -0.81% in the last year, a total return since inception of 6.82%.
Depending on risk tolerance investors often review best sip to invest during the long-term financial strategy.
Key Metrics of Sundaram Conservative Hybrid Fund-growth
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Standard Deviation4.15%
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Sharpe Ratio-0.23%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Children's Fund - Savings Plan Direct-growth  |
₹139 | 2.23% | 4.89% | 6.33% | 11.96% | 11.30% |
| SBI Children's Fund - Savings Plan Regular-growth |
₹139 | 2.20% | 4.79% | 5.93% | 11.56% | 10.88% |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Quarterly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Yearly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Conservative Hybrid Fund Direct Plan-growth
|
₹19 | 1.09% | 0.43% | -1.51% | -0.04% | 6.03% |
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Sundaram Conservative Hybrid Fund-idcw Quarterly
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₹19 | 1.03% | 0.24% | -1.78% | -0.81% | 5.08% |
|
Sundaram Conservative Hybrid Fund Direct Plan-idcw Quarterly
|
₹19 | 1.09% | 0.43% | -1.51% | -0.04% | 6.03% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Conservative Hybrid Fund Direct-growth |
₹9,793 | ₹83.26 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-growth |
₹9,793 | ₹75.88 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund-idcw Monthly |
₹9,793 | ₹21.46 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund Direct-idcw Monthly |
₹9,793 | ₹28.13 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-idcw Quarterly |
₹9,793 | ₹21.88 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund Direct-idcw Quarterly |
₹9,793 | ₹25.44 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund Direct-idcw Yearly |
₹9,793 | ₹33.20 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-idcw Yearly |
₹9,793 | ₹26.77 | 8.84% | 8.81% | 8.72% |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹3,345 | ₹15.99 | 10.80% | 9.71% | - |
| Parag Parikh Conservative Hybrid Fund Regular-growth |
₹3,345 | ₹15.75 | 10.47% | 9.38% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 51.64% | ₹9.59 Cr |
| Government Of India 37080 Goi 16fb31 6.36 Fv Rs 100 | Entities | 26.44% | ₹4.91 Cr |
| Bharti Airtel Ltd | Technology | 2.36% | ₹0.44 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.14% | ₹0.40 Cr |
| Hdfc Bank Ltd | Financial | 2.01% | ₹0.37 Cr |
| Cash/net Current Assets | Unspecified | 1.64% | ₹0.30 Cr |
| State Bank Of India | Financial | 1.25% | ₹0.23 Cr |
| Icici Bank Ltd | Financial | 1.08% | ₹0.20 Cr |
| Infosys Ltd | Technology | 1.07% | ₹0.20 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.90% | ₹0.17 Cr |
| Hcl Technologies Ltd | Technology | 0.89% | ₹0.17 Cr |
| Axis Bank Ltd | Financial | 0.83% | ₹0.15 Cr |
| Tech Mahindra Ltd | Technology | 0.80% | ₹0.15 Cr |
| Ultratech Cement Ltd | Materials | 0.77% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.74% | ₹0.14 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.70% | ₹0.13 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.58% | ₹0.11 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.57% | ₹0.11 Cr |
| Larsen & Toubro Ltd | Industrials | 0.55% | ₹0.10 Cr |
| Others Class A2 Aif | Unspecified | 0.49% | ₹0.09 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Savings Plan Direct-growth |
₹126.39 | 11.96% | 11.30% | - |
| SBI Children's Fund - Savings Plan Regular-growth |
₹115.56 | 11.56% | 10.88% | - |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹37.80 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹16.84 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹18.57 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹17.22 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹35.03 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹18.04 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Quarterly |
₹18.69 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Yearly |
₹17.01 | 6.62% | 9.77% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Conservative Hybrid Fund-growth
What is the current AUM of Sundaram Conservative Hybrid Fund-growth?
As of Sun May 31, 2026, Sundaram Conservative Hybrid Fund-growth manages assets worth ₹18.6 crore
How has Sundaram Conservative Hybrid Fund-growth performed recently?
- 3 Months: 0.24%
- 6 Months: -1.78%
What is the long-term performance of Sundaram Conservative Hybrid Fund-growth?
- 3 Years CAGR: 5.08%
- 5 Years CAGR: 6.30%
- Since Inception: 6.82%
What is the portfolio composition of Sundaram Conservative Hybrid Fund-growth?
Equity: 19.80%, Debt: 26.93%, Others: 53.28%.
Who manages Sundaram Conservative Hybrid Fund-growth?
Sundaram Conservative Hybrid Fund-growth is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Conservative Hybrid Fund-growth?
Large Cap: 87.82%, Mid Cap: 12.18%.
Which are the top companies Sundaram Conservative Hybrid Fund-growth has invested in?
- Repo – 51.64% of the fund's portfolio
- GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 – 26.44% of the fund's portfolio
- Bharti Airtel Ltd – 2.36% of the fund's portfolio
- Reliance Industries Ltd – 2.14% of the fund's portfolio
- HDFC Bank Ltd – 2.01% of the fund's portfolio
Which are the major sectors Sundaram Conservative Hybrid Fund-growth focuses on?
- Unspecified – 53.77% of the fund's portfolio
- Entities – 26.44% of the fund's portfolio
- Financial – 5.87% of the fund's portfolio
- Technology – 5.12% of the fund's portfolio
- Energy & Utilities – 2.14% of the fund's portfolio
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Past performance may not be indicative of future results.
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