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Sundaram Conservative Hybrid Fund(G)-Direct Plan

Sundaram Conservative Hybrid Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+6.73%

5Y annualised

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Buy, Hold or Sell?

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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

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,13,193

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets52.25%
6.36% Central Government Securities 16/02/2031Government Securities20.96%
Bajaj Housing Finance Ltd - 7.64% - 01/07/2030Corporate Debt5.22%

Fund Composition

18 Cr

Large Cap

17.52%

Mid Cap

2.34%

Others

80.15%

Sector Allocation

18 Cr

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

Min. for SIP250
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

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

KR

Kumaresh Ramakrishnan

Present

SB

S. Bharath

Present

Similar/Peer Fund Comparison

Fund name
N

Nippon India Conservative Hybrid Fund(G)-Direct Plan

+8.73%
P

Parag Parikh Conservative Hybrid Fund(G)-Direct Plan

+9.48%
S

SBI Conservative Hybrid Fund(G)-Direct Plan

+8.46%
B

Baroda BNP Paribas Conservative Hybrid Fund(G)-Direct Plan

+8.55%
A

Aditya Birla SL Conservative Hybrid Fund(G)-Direct Plan

+8.77%
A

Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan

+8.77%
L

LIC MF Conservative Hybrid Fund(G)-Direct Plan

+6.79%
D

DSP Conservative Hybrid Fund(G)-Direct Plan

+8.63%

FAQs

Sundaram Conservative Hybrid Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 08 Jan 2013. This fund is managed by Kumaresh Ramakrishnan and S. Bharath. It is a Hybrid type of fund.

The current NAV of Sundaram Conservative Hybrid Fund(G)-Direct Plan is ₹32.66 (as of 10 Sep 2026).

Sundaram Conservative Hybrid Fund(G)-Direct Plan has delivered 0.55% in 1 year, 5.38% in 3 years, and 6.73% in 5 years (annualised).

The minimum SIP amount for Sundaram Conservative Hybrid Fund(G)-Direct Plan is ₹250.

The expense ratio of Sundaram Conservative Hybrid Fund(G)-Direct Plan is 0.86%.

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