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Sundaram Conservative Hybrid Fund Growth

Sundaram Conservative Hybrid Fund Growth

+5.10%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jun '26
?29.27
Min. for SIP
?250
Fund size (AUM)
?18.56 Cr
Expense ratio
1.87%
Rating
2

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year?60,000?58,999
-1.67%
3 years?1,80,000?1,86,161
+3.42%
5 years?3,00,000?3,33,954
+11.32%
10 years?6,00,000?7,95,991
+32.67%

Holdings (26)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo51.64%
GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100EntitiesGOI Securities26.44%
Bharti Airtel LtdTechnologyEquity2.36%
Reliance Industries LtdEnergy & UtilitiesEquity2.14%
HDFC Bank LtdFinancialEquity2.01%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets1.64%
State Bank of IndiaFinancialEquity1.25%
ICICI Bank LtdFinancialEquity1.08%
Infosys LtdTechnologyEquity1.07%
Bajaj Auto LtdConsumer DiscretionaryEquity0.90%
HCL Technologies LtdTechnologyEquity0.89%
Axis Bank LtdFinancialEquity0.83%
Tech Mahindra LtdTechnologyEquity0.80%
Ultratech Cement LtdMaterialsEquity0.77%
Alkem Laboratories LtdHealthcareEquity0.74%
Kotak Mahindra Bank LtdFinancialEquity0.70%
Hindustan Aeronautics LtdIndustrialsEquity0.58%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.57%
Larsen & Toubro LtdIndustrialsEquity0.55%
Others Class A2 AIFUnspecifiedAlternative Investment Fund0.49%
Marico LtdConsumer StaplesEquity0.49%
PI Industries LtdMaterialsEquity0.48%
Cummins India LtdIndustrialsEquity0.48%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.46%
Tata Motors LtdIndustrialsEquity0.41%
Lupin LtdHealthcareEquity0.24%
See All

Minimum investments

Min. for 1st investment
?5,000
Min. for 2nd investment
?500
Min. for SIP
?250

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+5.1%+6.3%+6.1%+6.8%
Category average (Hybrid Conservative Hybrid)+9.1%+8.0%+7.8%--
Rank (Hybrid Conservative Hybrid)282120--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Compare similar funds

About Sundaram Conservative Hybrid Fund Growth

Sundaram Conservative Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S is the Current Fund Manager of Sundaram Conservative Hybrid Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ?77,804 Cr and the Latest NAV as of 19 Jun 2026 is ?29.27. The Sundaram Conservative Hybrid Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ?250. Minimum Lumpsum Investment is ?5,000. ;

Investment Objective

The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index

Fund house

Rank (total assets)#17 in India
Total AUM?77,803.54 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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