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Fund Overview of Sundaram Conservative Hybrid Fund Direct Plan-growth
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₹21.4 CrAUM
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₹32.56NAV
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0.86%Expense Ratio
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HybridFund Category
Returns of Sundaram Conservative Hybrid Fund Direct Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -0.14% | NA | 0.55% |
| 6 Months | 2.74% | NA | 5.55% |
| 1 Year | 3.74% | 3.74% | 5.63% |
| 2 Years | 17.94% | 8.60% | 10.55% |
| 3 Years | 27.82% | 8.53% | 10.07% |
| 5 Years | 55.47% | 9.23% | 10.06% |
| 7 Years | 69.76% | 7.85% | NA |
| 10 Years | 109.69% | 7.69% | 8.75% |
Asset Allocation
equities
20.22%debt instruments
51.11%other assets or cash equivalents
28.67%Sundaram Conservative Hybrid Fund Direct Plan-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 08 Jan 2013, 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 ₹21.4 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.86%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Conservative Hybrid Fund Direct Plan-growth
The portfolio allocation consists of 20.22% in equities, 51.11% in debt instruments, 28.67% in other assets or cash equivalents.Managed by Sandeep Agarwal, it has delivered a return of 3.74% in the last year, a total return since inception of 8.18%.
Selecting a suitable which sip is best plays a vital part for systematic investing.
Key Metrics of Sundaram Conservative Hybrid Fund Direct Plan-growth
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Standard Deviation3.71%
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Sharpe Ratio0.34%
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Alpha-1.02%
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Beta0.92%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Conservative Hybrid Active Fof Direct-growth  |
₹16 | -0.87% | -0.01% | 8.72% | 11.79% | 9.70% |
| ICICI Prudential Regular Savings Fund Direct-growth |
₹3,237 | -1.46% | -0.61% | 8.23% | 10.72% | 9.32% |
| UTI Conservative Hybrid Fund Direct-flexi Idcw |
₹1,707 | -1.41% | -1.03% | 6.19% | 9.84% | 9.08% |
| ICICI Prudential Regular Savings Fund-growth |
₹3,237 | -1.52% | -0.79% | 7.43% | 9.89% | 8.47% |
| UTI Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹1,707 | -1.45% | -1.17% | 5.56% | 9.18% | 8.43% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth |
₹82 | -1.56% | 0.64% | 9.80% | 11.40% | 8.06% |
| Aditya Birla Sun Life Regular Savings Fund Regular-growth |
₹1,524 | -1.21% | -0.06% | 8.02% | 9.03% | 8.02% |
| Canara Robeco Conservative Hybrid Fund Direct-growth |
₹950 | -1.21% | -0.96% | 6.00% | 8.90% | 7.86% |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-growth |
₹26 | -1.16% | 0.32% | 8.65% | 9.79% | 7.17% |
| Canara Robeco Conservative Hybrid Fund Regular-growth |
₹950 | -1.29% | -1.24% | 4.79% | 7.64% | 6.57% |
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-growth
|
₹21 | -1.43% | -1.50% | -0.17% | 3.23% | 6.58% |
|
Sundaram Conservative Hybrid Fund-idcw Quarterly
|
₹21 | -1.43% | -1.50% | -0.17% | 3.23% | 6.58% |
|
Sundaram Conservative Hybrid Fund Direct Plan-idcw Quarterly
|
₹21 | -1.41% | -1.40% | 0.18% | 4.08% | 7.54% |
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 |
|---|---|---|---|---|---|
| ICICI Prudential Regular Savings Fund-growth |
₹3,237 | ₹76.98 | 9.89% | 8.47% | 9.61% |
| ICICI Prudential Regular Savings Fund Direct-growth |
₹3,237 | ₹85.10 | 10.72% | 9.32% | 10.45% |
| UTI Conservative Hybrid Fund Direct-flexi Idcw |
₹1,707 | ₹49.02 | 9.84% | 9.08% | 8.83% |
| UTI Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹1,707 | ₹43.93 | 9.18% | 8.43% | 8.13% |
| Aditya Birla Sun Life Regular Savings Fund Regular-growth |
₹1,524 | ₹68.28 | 9.03% | 8.02% | 8.85% |
| Canara Robeco Conservative Hybrid Fund Regular-growth |
₹950 | ₹96.21 | 7.64% | 6.57% | 8.07% |
| Canara Robeco Conservative Hybrid Fund Direct-growth |
₹950 | ₹111.23 | 8.90% | 7.86% | 9.31% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth |
₹82 | ₹17.81 | 11.40% | 8.06% | - |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-growth |
₹26 | ₹16.25 | 9.79% | 7.17% | - |
| Aditya Birla Sun Life Conservative Hybrid Active Fof Direct-growth |
₹16 | ₹36.84 | 11.79% | 9.70% | 9.52% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 47.08% | ₹9.66 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 44.79% | ₹8.92 Cr |
| Repo | Unspecified | 31.86% | ₹6.30 Cr |
| Cash/net Current Assets | Unspecified | 25.44% | ₹5.44 Cr |
| Repo | Unspecified | 27.67% | ₹5.44 Cr |
| Cash/net Current Assets | Unspecified | 25.92% | ₹5.33 Cr |
| Cash/net Current Assets | Unspecified | 25.92% | ₹5.33 Cr |
| Government Of India 34733 Goi 05ag54 7.09 Fv Rs 100 | Entities | 23.55% | ₹5.04 Cr |
| Government Of India 37080 Goi 16fb31 6.36 Fv Rs 100 | Entities | 25.52% | ₹5.01 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 25.03% | ₹4.99 Cr |
| Repo | Unspecified | 23.22% | ₹4.97 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 25.13% | ₹4.94 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 24.94% | ₹4.93 Cr |
| Government Of India 35943 Goi 05my35 6.33 Fv Rs 100 | Entities | 23.53% | ₹4.91 Cr |
| Government Of India 35943 Goi 05my35 6.33 Fv Rs 100 | Entities | - | — |
| Repo | Unspecified | 23.03% | ₹4.74 Cr |
| Repo | Unspecified | 23.03% | ₹4.74 Cr |
| Cash/net Current Assets | Unspecified | 22.05% | ₹4.36 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 18.82% | ₹3.93 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | - | — |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 19.07% | ₹3.92 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 19.07% | ₹3.92 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 19.04% | ₹3.91 Cr |
| Repo | Unspecified | 18.46% | ₹3.85 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 10.00% | ₹2.09 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | - | — |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 10.12% | ₹2.08 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 10.12% | ₹2.08 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 10.03% | ₹2.06 Cr |
| Repo | Unspecified | 5.37% | ₹1.07 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 4.87% | ₹1.04 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 4.93% | ₹1.03 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | - | — |
| Hdfc Bank Ltd | Financial | 3.30% | ₹0.71 Cr |
| Hdfc Bank Ltd | Financial | 3.27% | ₹0.67 Cr |
| Hdfc Bank Ltd | Financial | 3.31% | ₹0.66 Cr |
| Hdfc Bank Ltd | Financial | 3.19% | ₹0.66 Cr |
| Hdfc Bank Ltd | Financial | 3.19% | ₹0.66 Cr |
| Hdfc Bank Ltd | Financial | 3.03% | ₹0.63 Cr |
| Icici Bank Ltd | Financial | 2.77% | ₹0.59 Cr |
| Hdfc Bank Ltd | Financial | 2.68% | ₹0.53 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.60% | ₹0.52 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.52% | ₹0.52 Cr |
| Icici Bank Ltd | Financial | 2.45% | ₹0.51 Cr |
| Bharti Airtel Ltd | Technology | 2.54% | ₹0.51 Cr |
| Bharti Airtel Ltd | Technology | 2.46% | ₹0.50 Cr |
| Bharti Airtel Ltd | Technology | 2.40% | ₹0.49 Cr |
| Bharti Airtel Ltd | Technology | 2.40% | ₹0.49 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.39% | ₹0.49 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.39% | ₹0.49 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.21% | ₹0.47 Cr |
| Bharti Airtel Ltd | Technology | 2.39% | ₹0.47 Cr |
| Bharti Airtel Ltd | Technology | 2.15% | ₹0.46 Cr |
| Icici Bank Ltd | Financial | 2.22% | ₹0.46 Cr |
| Icici Bank Ltd | Financial | 2.22% | ₹0.46 Cr |
| Bharti Airtel Ltd | Technology | 2.30% | ₹0.45 Cr |
| Bharti Airtel Ltd | Technology | 2.16% | ₹0.45 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.16% | ₹0.45 Cr |
| Hdfc Bank Ltd | Financial | 2.26% | ₹0.44 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.12% | ₹0.42 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.13% | ₹0.42 Cr |
| Cash/net Current Assets | Unspecified | 2.05% | ₹0.41 Cr |
| Cash/net Current Assets | Unspecified | 1.94% | ₹0.40 Cr |
| Cash/net Current Assets | Unspecified | 1.71% | ₹0.35 Cr |
| Icici Bank Ltd | Financial | 1.69% | ₹0.35 Cr |
| Icici Bank Ltd | Financial | 1.69% | ₹0.34 Cr |
| Icici Bank Ltd | Financial | 1.51% | ₹0.30 Cr |
| State Bank Of India | Financial | 1.47% | ₹0.29 Cr |
| Invit Powergrid Infrastructure Investment Trust | Industrials | 1.37% | ₹0.29 Cr |
| Infosys Ltd | Technology | 1.42% | ₹0.28 Cr |
| State Bank Of India | Financial | 1.42% | ₹0.28 Cr |
| Infosys Ltd | Technology | 1.38% | ₹0.28 Cr |
| Invit Powergrid Infrastructure Investment Trust | Industrials | 1.28% | ₹0.27 Cr |
| Infosys Ltd | Technology | 1.33% | ₹0.27 Cr |
| Infosys Ltd | Technology | 1.23% | ₹0.26 Cr |
| Infosys Ltd | Technology | 1.26% | ₹0.26 Cr |
| Infosys Ltd | Technology | 1.26% | ₹0.26 Cr |
| State Bank Of India | Financial | 1.28% | ₹0.26 Cr |
| State Bank Of India | Financial | 1.24% | ₹0.25 Cr |
| Infosys Ltd | Technology | 1.21% | ₹0.25 Cr |
| State Bank Of India | Financial | 1.18% | ₹0.24 Cr |
| State Bank Of India | Financial | 1.18% | ₹0.24 Cr |
| Hcl Technologies Ltd | Technology | 1.20% | ₹0.24 Cr |
| Hcl Technologies Ltd | Technology | 1.11% | ₹0.23 Cr |
| Hcl Technologies Ltd | Technology | 1.14% | ₹0.23 Cr |
| State Bank Of India | Financial | 1.09% | ₹0.23 Cr |
| Infosys Ltd | Technology | 1.13% | ₹0.22 Cr |
| Icici Bank Ltd | Financial | 1.12% | ₹0.22 Cr |
| Hcl Technologies Ltd | Technology | 1.05% | ₹0.22 Cr |
| Hcl Technologies Ltd | Technology | 1.05% | ₹0.22 Cr |
| State Bank Of India | Financial | 0.97% | ₹0.21 Cr |
| Hcl Technologies Ltd | Technology | 0.96% | ₹0.21 Cr |
| Cash/net Current Assets | Unspecified | 1.00% | ₹0.20 Cr |
| Hcl Technologies Ltd | Technology | 0.99% | ₹0.19 Cr |
| Hcl Technologies Ltd | Technology | 0.93% | ₹0.19 Cr |
| Axis Bank Ltd | Financial | 0.85% | ₹0.17 Cr |
| Axis Bank Ltd | Financial | 0.83% | ₹0.16 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.77% | ₹0.16 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.81% | ₹0.16 Cr |
| Ultratech Cement Ltd | Materials | 0.80% | ₹0.16 Cr |
| Ultratech Cement Ltd | Materials | 0.81% | ₹0.16 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.77% | ₹0.15 Cr |
| Axis Bank Ltd | Financial | 0.75% | ₹0.15 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.78% | ₹0.15 Cr |
| Ultratech Cement Ltd | Materials | 0.72% | ₹0.15 Cr |
| Ultratech Cement Ltd | Materials | 0.73% | ₹0.15 Cr |
| Axis Bank Ltd | Financial | 0.76% | ₹0.15 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.75% | ₹0.15 Cr |
| Ultratech Cement Ltd | Materials | 0.73% | ₹0.15 Cr |
| Ultratech Cement Ltd | Materials | 0.73% | ₹0.15 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.75% | ₹0.15 Cr |
| Ultratech Cement Ltd | Materials | 0.74% | ₹0.15 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.71% | ₹0.15 Cr |
| Ultratech Cement Ltd | Materials | 0.71% | ₹0.15 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.70% | ₹0.14 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.70% | ₹0.14 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.69% | ₹0.14 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.69% | ₹0.14 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.69% | ₹0.14 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.69% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.69% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.72% | ₹0.14 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.69% | ₹0.14 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.69% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.72% | ₹0.14 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.71% | ₹0.14 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.66% | ₹0.14 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.70% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.67% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.67% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.69% | ₹0.14 Cr |
| Pi Industries Ltd | Materials | 0.64% | ₹0.14 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.65% | ₹0.14 Cr |
| Tech Mahindra Ltd | Technology | 0.69% | ₹0.14 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.65% | ₹0.14 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.64% | ₹0.13 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.62% | ₹0.13 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.62% | ₹0.13 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.61% | ₹0.13 Cr |
| Tech Mahindra Ltd | Technology | 0.66% | ₹0.13 Cr |
| Grasim Industries Ltd | Materials | 0.63% | ₹0.13 Cr |
| Grasim Industries Ltd | Materials | 0.63% | ₹0.13 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.60% | ₹0.13 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.59% | ₹0.13 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.59% | ₹0.13 Cr |
| Grasim Industries Ltd | Materials | 0.59% | ₹0.12 Cr |
| Grasim Industries Ltd | Materials | 0.58% | ₹0.12 Cr |
| Itc Ltd | Consumer Staples | 0.58% | ₹0.12 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.59% | ₹0.12 Cr |
| Axis Bank Ltd | Financial | 0.57% | ₹0.12 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.60% | ₹0.12 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.61% | ₹0.12 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.59% | ₹0.12 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.58% | ₹0.12 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.58% | ₹0.12 Cr |
| Tech Mahindra Ltd | Technology | 0.60% | ₹0.12 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.61% | ₹0.12 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.57% | ₹0.12 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.57% | ₹0.12 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.58% | ₹0.12 Cr |
| Pi Industries Ltd | Materials | 0.56% | ₹0.11 Cr |
| Pi Industries Ltd | Materials | 0.56% | ₹0.11 Cr |
| Tech Mahindra Ltd | Technology | 0.55% | ₹0.11 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.55% | ₹0.11 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.55% | ₹0.11 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.55% | ₹0.11 Cr |
| Marico Ltd | Consumer Staples | 0.57% | ₹0.11 Cr |
| Pi Industries Ltd | Materials | 0.54% | ₹0.11 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.56% | ₹0.11 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.55% | ₹0.11 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.55% | ₹0.11 Cr |
| Pi Industries Ltd | Materials | 0.53% | ₹0.11 Cr |
| Marico Ltd | Consumer Staples | 0.53% | ₹0.11 Cr |
| Marico Ltd | Consumer Staples | 0.53% | ₹0.11 Cr |
| Marico Ltd | Consumer Staples | 0.52% | ₹0.11 Cr |
| Larsen & Toubro Ltd | Industrials | 0.54% | ₹0.11 Cr |
| Marico Ltd | Consumer Staples | 0.50% | ₹0.11 Cr |
| Marico Ltd | Consumer Staples | 0.50% | ₹0.10 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.53% | ₹0.10 Cr |
| Pi Industries Ltd | Materials | 0.52% | ₹0.10 Cr |
| Pi Industries Ltd | Materials | 0.52% | ₹0.10 Cr |
| Larsen & Toubro Ltd | Industrials | 0.51% | ₹0.10 Cr |
| Larsen & Toubro Ltd | Industrials | 0.50% | ₹0.10 Cr |
| Tata Motors Ltd | 0.51% | ₹0.10 Cr | |
| Larsen & Toubro Ltd | Industrials | 0.49% | ₹0.10 Cr |
| Larsen & Toubro Ltd | Industrials | 0.49% | ₹0.10 Cr |
| Pi Industries Ltd | Materials | 0.51% | ₹0.10 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.50% | ₹0.10 Cr |
| Larsen & Toubro Ltd | Industrials | 0.50% | ₹0.10 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.50% | ₹0.10 Cr |
| Larsen & Toubro Ltd | Industrials | 0.44% | ₹0.09 Cr |
| Larsen & Toubro Ltd | Industrials | 0.42% | ₹0.09 Cr |
| Itc Ltd | Consumer Staples | 0.43% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.46% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.45% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.45% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.43% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.43% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.43% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.42% | ₹0.09 Cr |
| Marico Ltd | Consumer Staples | 0.44% | ₹0.09 Cr |
| Others Class A2 Aif | Unspecified | 0.41% | ₹0.09 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.43% | ₹0.09 Cr |
| Marico Ltd | Consumer Staples | 0.41% | ₹0.08 Cr |
| Axis Bank Ltd | Financial | 0.36% | ₹0.07 Cr |
| Axis Bank Ltd | Financial | 0.36% | ₹0.07 Cr |
| Cummins India Ltd | Industrials | 0.37% | ₹0.07 Cr |
| Axis Bank Ltd | Financial | 0.33% | ₹0.07 Cr |
| Lupin Ltd | Healthcare | 0.23% | ₹0.05 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Conservative Hybrid Active Fof Direct-growth |
₹36.84 | 11.79% | 9.70% | - |
| ICICI Prudential Regular Savings Fund Direct-growth |
₹85.10 | 10.72% | 9.32% | - |
| UTI Conservative Hybrid Fund Direct-flexi Idcw |
₹49.02 | 9.84% | 9.08% | - |
| ICICI Prudential Regular Savings Fund-growth |
₹76.98 | 9.89% | 8.47% | - |
| UTI Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹43.93 | 9.18% | 8.43% | - |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth |
₹17.81 | 11.40% | 8.06% | - |
| Aditya Birla Sun Life Regular Savings Fund Regular-growth |
₹68.28 | 9.03% | 8.02% | - |
| Canara Robeco Conservative Hybrid Fund Direct-growth |
₹111.23 | 8.90% | 7.86% | - |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-growth |
₹16.25 | 9.79% | 7.17% | - |
| Canara Robeco Conservative Hybrid Fund Regular-growth |
₹96.21 | 7.64% | 6.57% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Conservative Hybrid Fund Direct Plan-growth
What is the current AUM of Sundaram Conservative Hybrid Fund Direct Plan-growth?
As of Thu Jul 31, 2025, Sundaram Conservative Hybrid Fund Direct Plan-growth manages assets worth ₹21.4 crore
How has Sundaram Conservative Hybrid Fund Direct Plan-growth performed recently?
- 3 Months: -0.14%
- 6 Months: 2.74%
What is the long-term performance of Sundaram Conservative Hybrid Fund Direct Plan-growth?
- 3 Years CAGR: 8.53%
- 5 Years CAGR: 9.23%
- Since Inception: 8.18%
What is the portfolio composition of Sundaram Conservative Hybrid Fund Direct Plan-growth?
Equity: 20.22%, Debt: 51.11%, Others: 28.67%.
Who manages Sundaram Conservative Hybrid Fund Direct Plan-growth?
Sundaram Conservative Hybrid Fund Direct Plan-growth is managed by Sandeep Agarwal from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Conservative Hybrid Fund Direct Plan-growth?
Large Cap: 87.98%, Mid Cap: 12.02%.
Which are the top companies Sundaram Conservative Hybrid Fund Direct Plan-growth has invested in?
- Repo – 47.08% of the fund's portfolio
- GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 – 44.79% of the fund's portfolio
- Repo – 31.86% of the fund's portfolio
- Cash/Net Current Assets – 25.44% of the fund's portfolio
- Repo – 27.67% of the fund's portfolio
Which are the major sectors Sundaram Conservative Hybrid Fund Direct Plan-growth focuses on?
- Entities – 322.57% of the fund's portfolio
- Unspecified – 309.19% of the fund's portfolio
- Financial – 60.05% of the fund's portfolio
- Technology – 39.94% of the fund's portfolio
- Energy & Utilities – 23.18% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
