
Sundaram Conservative Hybrid Fund(G)-Direct Plan
+6.73%
5Y annualised
+6.73%
5Y annualised
-0.02% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 10 Sep 2026
₹32.66
Min. SIP amount
₹250
Fund size (AUM)
18 Cr
Expense ratio
0.86%
Launched on
08 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹32.66
Min. SIP amount
₹250
Fund size (AUM)
18 Cr
Expense ratio
0.86%
Launched on
08 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
17.52%
Mid Cap
2.34%
Others
80.15%
Sector Allocation
Cash & Cash Equivalents And Net Assets
53.48%
Government Securities
20.96%
Bank
6.02%
Corporate Debt
5.22%
It
2.86%
Telecom
2.30%
Crude Oil
2.03%
Automobile & Ancillaries
1.89%
Others
3.86%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
If units sold on or before 0
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Kumaresh Ramakrishnan
Present
S. Bharath
Present
Similar/Peer Fund Comparison
Nippon India Conservative Hybrid Fund(G)-Direct Plan
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Aditya Birla SL Conservative Hybrid Fund(G)-Direct Plan
Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan
LIC MF Conservative Hybrid Fund(G)-Direct Plan
DSP Conservative Hybrid Fund(G)-Direct Plan
FAQs
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