Sundaram Conservative Hybrid Fund Direct Plan-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.32%
NAV: ₹32.48 as on Thu May 07, 2026
Fund NAV

Fund Overview of Sundaram Conservative Hybrid Fund Direct Plan-growth

  • ₹18.9 Cr
    AUM
  • ₹32.48
    NAV
  • 1.14%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu May 07, 2026
Calculate your Returns
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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.

The total value of your investment after 10 years will be
₹ 0.00
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Returns of Sundaram Conservative Hybrid Fund Direct Plan-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.32% NA 0.55%
6 Months -1.03% NA 5.55%
1 Year -0.63% -0.63% 5.63%
2 Years 9.55% 4.67% 10.55%
3 Years 20.58% 6.44% 10.07%
5 Years 44.26% 7.60% 10.06%
7 Years 59.51% 6.90% NA
10 Years 103.26% 7.35% 8.75%
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As on Thu May 07, 2026

Asset Allocation

equities

19.90%

debt instruments

26.46%

other assets or cash equivalents

53.63%
Large Cap: 87.80%
Mid Cap: 12.20%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Repo
52.20%
Repo
47.08%
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100
44.79%
Repo
31.86%
Cash/net Current Assets
25.44%
 
Top Sectors
Unspecified
418.09%
Entities
374.80%
Financial
71.61%
Technology
50.22%
Energy & Utilities
27.60%
Detailed Portfolio Analysis
As on Thu May 07, 2026
Invest Now

About Fund

About Sundaram Conservative Hybrid Fund Direct Plan-growth

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 ₹18.9 crore as on Thu Apr 30, 2026. The expense ratio stands at 1.14%.
The portfolio allocation consists of 19.90% in equities, 26.46% in debt instruments, 53.63% in other assets or cash equivalents.Managed by Sandeep Agarwal, it has delivered a return of -0.63% in the last year, a total return since inception of 7.76%.
Selecting a suitable which sip is best plays a vital part for systematic investing.

Read more
  • Bharath S.

    Fund Manager

  • Mr. Bharath is a B Com (H), MBA and ICWA.

    Manager Education

  • Ashish Aggarwal

    Fund Manager

  • Mr. Aggarwal has done BE, PGPM

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

  • Sandeep Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Manager Education

Key Metrics of Sundaram Conservative Hybrid Fund Direct Plan-growth

  • Standard Deviation
    3.71%
  • Sharpe Ratio
    0.34%
  • Alpha
    -1.02%
  • Beta
    0.92%

Fund Details

Fund Names Sundaram Conservative Hybrid Fund Direct Plan-growth
Inception Date 08 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹250
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹250
 
Risk Principal at moderate risk
Category Average Annual Returns 5.63
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Children's Fund - Savings Plan Direct-growth trend ₹137 3.43% 2.93% 5.68% 12.35% 11.69%
SBI Children's Fund - Savings Plan Regular-growth trend ₹137 3.40% 2.83% 5.29% 11.96% 11.27%
Bank Of India Conservative Hybrid Fund Direct-growth trend ₹64 2.57% 1.90% 5.97% 8.03% 10.98%
Bank Of India Conservative Hybrid Fund Direct-idcw Monthly trend ₹64 2.57% 1.90% 5.97% 8.03% 10.98%
Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly trend ₹64 2.57% 1.90% 5.97% 8.03% 10.98%
Bank Of India Conservative Hybrid Fund Direct-idcw Yearly trend ₹64 2.57% 1.90% 5.97% 8.03% 10.98%
Bank Of India Conservative Hybrid Fund Regular-growth trend ₹64 2.48% 1.67% 5.04% 7.17% 10.24%
Bank Of India Conservative Hybrid Fund Regular-idcw Monthly trend ₹64 2.48% 1.67% 5.04% 7.17% 10.24%
Bank Of India Conservative Hybrid Fund Regular-idcw Quarterly trend ₹64 2.48% 1.67% 5.04% 7.17% 10.24%
Bank Of India Conservative Hybrid Fund Regular-idcw Yearly trend ₹64 2.48% 1.67% 5.04% 7.17% 10.24%
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increase 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 increase ₹19 1.25% -1.46% -1.32% -1.43% 5.48%
Sundaram Conservative Hybrid Fund-idcw Quarterly increase ₹19 1.25% -1.46% -1.32% -1.43% 5.48%
Sundaram Conservative Hybrid Fund Direct Plan-idcw Quarterly increase ₹19 1.33% -1.32% -1.03% -0.63% 6.44%
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Conservative Hybrid Fund-growth trend ₹9,754 ₹75.54 9.50% 9.26% 8.85%
SBI Conservative Hybrid Fund Direct-growth trend ₹9,754 ₹82.85 10.03% 9.82% 9.56%
SBI Conservative Hybrid Fund-idcw Monthly trend ₹9,754 ₹21.51 9.50% 9.26% 8.85%
SBI Conservative Hybrid Fund Direct-idcw Monthly trend ₹9,754 ₹28.18 10.03% 9.82% 9.56%
SBI Conservative Hybrid Fund-idcw Quarterly trend ₹9,754 ₹21.79 9.50% 9.26% 8.85%
SBI Conservative Hybrid Fund Direct-idcw Quarterly trend ₹9,754 ₹25.31 10.03% 9.82% 9.56%
SBI Conservative Hybrid Fund Direct-idcw Yearly trend ₹9,754 ₹33.04 10.03% 9.82% 9.56%
SBI Conservative Hybrid Fund-idcw Yearly trend ₹9,754 ₹26.65 9.50% 9.26% 8.85%
Parag Parikh Conservative Hybrid Fund Regular-growth trend ₹3,344 ₹15.58 10.29% - -
Parag Parikh Conservative Hybrid Fund Direct-growth trend ₹3,344 ₹15.81 10.62% - -
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified52.20%₹9.88 Cr
RepoUnspecified47.08%₹9.66 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities44.79%₹8.92 Cr
RepoUnspecified31.86%₹6.30 Cr
Cash/net Current AssetsUnspecified25.44%₹5.44 Cr
RepoUnspecified27.67%₹5.44 Cr
Cash/net Current AssetsUnspecified25.92%₹5.33 Cr
Cash/net Current AssetsUnspecified25.92%₹5.33 Cr
RepoUnspecified27.67%₹5.19 Cr
Government Of India 34733 Goi 05ag54 7.09 Fv Rs 100Entities23.55%₹5.04 Cr
Government Of India 37080 Goi 16fb31 6.36 Fv Rs 100Entities25.52%₹5.01 Cr
Cash/net Current AssetsUnspecified26.63%₹4.99 Cr
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities25.03%₹4.99 Cr
RepoUnspecified23.22%₹4.97 Cr
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities25.13%₹4.94 Cr
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities24.94%₹4.93 Cr
Government Of India 37080 Goi 16fb31 6.36 Fv Rs 100Entities26.25%₹4.92 Cr
Government Of India 37080 Goi 16fb31 6.36 Fv Rs 100Entities25.98%₹4.92 Cr
Government Of India 35943 Goi 05my35 6.33 Fv Rs 100Entities23.53%₹4.91 Cr
Government Of India 35943 Goi 05my35 6.33 Fv Rs 100Entities-—
RepoUnspecified23.03%₹4.74 Cr
RepoUnspecified23.03%₹4.74 Cr
Cash/net Current AssetsUnspecified22.05%₹4.36 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities18.82%₹3.93 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities-—
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities19.07%₹3.92 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities19.07%₹3.92 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities19.04%₹3.91 Cr
RepoUnspecified18.46%₹3.85 Cr
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities10.00%₹2.09 Cr
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities-—
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities10.12%₹2.08 Cr
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities10.12%₹2.08 Cr
Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100Entities10.03%₹2.06 Cr
RepoUnspecified5.37%₹1.07 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities4.87%₹1.04 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities4.93%₹1.03 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities-—
Hdfc Bank LtdFinancial3.30%₹0.71 Cr
Hdfc Bank LtdFinancial3.27%₹0.67 Cr
Hdfc Bank LtdFinancial3.31%₹0.66 Cr
Hdfc Bank LtdFinancial3.19%₹0.66 Cr
Hdfc Bank LtdFinancial3.19%₹0.66 Cr
Hdfc Bank LtdFinancial3.03%₹0.63 Cr
Icici Bank LtdFinancial2.77%₹0.59 Cr
Hdfc Bank LtdFinancial2.68%₹0.53 Cr
Reliance Industries LtdEnergy & Utilities2.60%₹0.52 Cr
Reliance Industries LtdEnergy & Utilities2.52%₹0.52 Cr
Icici Bank LtdFinancial2.45%₹0.51 Cr
Bharti Airtel LtdTechnology2.54%₹0.51 Cr
Bharti Airtel LtdTechnology2.46%₹0.50 Cr
Bharti Airtel LtdTechnology2.40%₹0.49 Cr
Bharti Airtel LtdTechnology2.40%₹0.49 Cr
Reliance Industries LtdEnergy & Utilities2.39%₹0.49 Cr
Reliance Industries LtdEnergy & Utilities2.39%₹0.49 Cr
Reliance Industries LtdEnergy & Utilities2.21%₹0.47 Cr
Bharti Airtel LtdTechnology2.39%₹0.47 Cr
Bharti Airtel LtdTechnology2.15%₹0.46 Cr
Icici Bank LtdFinancial2.22%₹0.46 Cr
Icici Bank LtdFinancial2.22%₹0.46 Cr
Bharti Airtel LtdTechnology2.39%₹0.45 Cr
Bharti Airtel LtdTechnology2.30%₹0.45 Cr
Bharti Airtel LtdTechnology2.16%₹0.45 Cr
Reliance Industries LtdEnergy & Utilities2.16%₹0.45 Cr
Hdfc Bank LtdFinancial2.26%₹0.44 Cr
Reliance Industries LtdEnergy & Utilities2.27%₹0.43 Cr
Bharti Airtel LtdTechnology2.28%₹0.43 Cr
Reliance Industries LtdEnergy & Utilities2.12%₹0.42 Cr
Reliance Industries LtdEnergy & Utilities2.13%₹0.42 Cr
Cash/net Current AssetsUnspecified2.05%₹0.41 Cr
Cash/net Current AssetsUnspecified1.94%₹0.40 Cr
Reliance Industries LtdEnergy & Utilities2.15%₹0.40 Cr
Hdfc Bank LtdFinancial2.04%₹0.39 Cr
Hdfc Bank LtdFinancial1.95%₹0.37 Cr
Cash/net Current AssetsUnspecified1.71%₹0.35 Cr
Icici Bank LtdFinancial1.69%₹0.35 Cr
Icici Bank LtdFinancial1.69%₹0.34 Cr
Icici Bank LtdFinancial1.51%₹0.30 Cr
State Bank Of IndiaFinancial1.47%₹0.29 Cr
Invit Powergrid Infrastructure Investment TrustIndustrials1.37%₹0.29 Cr
Infosys LtdTechnology1.42%₹0.28 Cr
State Bank Of IndiaFinancial1.42%₹0.28 Cr
Infosys LtdTechnology1.38%₹0.28 Cr
Invit Powergrid Infrastructure Investment TrustIndustrials1.28%₹0.27 Cr
Infosys LtdTechnology1.33%₹0.27 Cr
Cash/net Current AssetsUnspecified1.44%₹0.27 Cr
Infosys LtdTechnology1.23%₹0.26 Cr
Infosys LtdTechnology1.26%₹0.26 Cr
Infosys LtdTechnology1.26%₹0.26 Cr
State Bank Of IndiaFinancial1.35%₹0.26 Cr
State Bank Of IndiaFinancial1.28%₹0.26 Cr
State Bank Of IndiaFinancial1.24%₹0.25 Cr
Infosys LtdTechnology1.21%₹0.25 Cr
State Bank Of IndiaFinancial1.18%₹0.24 Cr
State Bank Of IndiaFinancial1.18%₹0.24 Cr
Hcl Technologies LtdTechnology1.20%₹0.24 Cr
State Bank Of IndiaFinancial1.25%₹0.24 Cr
Hcl Technologies LtdTechnology1.11%₹0.23 Cr
Hcl Technologies LtdTechnology1.14%₹0.23 Cr
State Bank Of IndiaFinancial1.09%₹0.23 Cr
Infosys LtdTechnology1.13%₹0.22 Cr
Icici Bank LtdFinancial1.12%₹0.22 Cr
Hcl Technologies LtdTechnology1.05%₹0.22 Cr
Hcl Technologies LtdTechnology1.05%₹0.22 Cr
Infosys LtdTechnology1.14%₹0.21 Cr
State Bank Of IndiaFinancial0.97%₹0.21 Cr
Hcl Technologies LtdTechnology0.96%₹0.21 Cr
Icici Bank LtdFinancial1.07%₹0.20 Cr
Infosys LtdTechnology1.07%₹0.20 Cr
Cash/net Current AssetsUnspecified1.00%₹0.20 Cr
Hcl Technologies LtdTechnology0.99%₹0.19 Cr
Hcl Technologies LtdTechnology0.93%₹0.19 Cr
Icici Bank LtdFinancial1.03%₹0.19 Cr
Hcl Technologies LtdTechnology1.00%₹0.19 Cr
Hcl Technologies LtdTechnology0.89%₹0.17 Cr
Axis Bank LtdFinancial0.85%₹0.17 Cr
Axis Bank LtdFinancial0.83%₹0.16 Cr
Maruti Suzuki India LtdConsumer Discretionary0.77%₹0.16 Cr
Bajaj Auto LtdConsumer Discretionary0.84%₹0.16 Cr
Bajaj Auto LtdConsumer Discretionary0.81%₹0.16 Cr
Ultratech Cement LtdMaterials0.80%₹0.16 Cr
Ultratech Cement LtdMaterials0.81%₹0.16 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.77%₹0.15 Cr
Axis Bank LtdFinancial0.75%₹0.15 Cr
Bajaj Auto LtdConsumer Discretionary0.78%₹0.15 Cr
Ultratech Cement LtdMaterials0.72%₹0.15 Cr
Ultratech Cement LtdMaterials0.73%₹0.15 Cr
Axis Bank LtdFinancial0.76%₹0.15 Cr
Axis Bank LtdFinancial0.80%₹0.15 Cr
Bajaj Auto LtdConsumer Discretionary0.75%₹0.15 Cr
Ultratech Cement LtdMaterials0.73%₹0.15 Cr
Ultratech Cement LtdMaterials0.73%₹0.15 Cr
Kotak Mahindra Bank LtdFinancial0.75%₹0.15 Cr
Tech Mahindra LtdTechnology0.78%₹0.15 Cr
Ultratech Cement LtdMaterials0.74%₹0.15 Cr
Bajaj Auto LtdConsumer Discretionary0.71%₹0.15 Cr
Ultratech Cement LtdMaterials0.71%₹0.15 Cr
Ultratech Cement LtdMaterials0.77%₹0.14 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.70%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.70%₹0.14 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.69%₹0.14 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.69%₹0.14 Cr
Bajaj Auto LtdConsumer Discretionary0.69%₹0.14 Cr
Bajaj Auto LtdConsumer Discretionary0.69%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.69%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.72%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.69%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.69%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.72%₹0.14 Cr
Bajaj Auto LtdConsumer Discretionary0.75%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.71%₹0.14 Cr
Axis Bank LtdFinancial0.74%₹0.14 Cr
Bajaj Auto LtdConsumer Discretionary0.66%₹0.14 Cr
Tech Mahindra LtdTechnology0.74%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.70%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.67%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.67%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.69%₹0.14 Cr
Pi Industries LtdMaterials0.64%₹0.14 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.65%₹0.14 Cr
Tech Mahindra LtdTechnology0.69%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.65%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.71%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.64%₹0.13 Cr
Ultratech Cement LtdMaterials0.72%₹0.13 Cr
Kotak Mahindra Bank LtdFinancial0.62%₹0.13 Cr
Alkem Laboratories LtdHealthcare0.71%₹0.13 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.62%₹0.13 Cr
Jubilant Foodworks LtdConsumer Discretionary0.61%₹0.13 Cr
Tech Mahindra LtdTechnology0.66%₹0.13 Cr
Grasim Industries LtdMaterials0.63%₹0.13 Cr
Grasim Industries LtdMaterials0.63%₹0.13 Cr
Kotak Mahindra Bank LtdFinancial0.68%₹0.13 Cr
Bajaj Auto LtdConsumer Discretionary0.60%₹0.13 Cr
Maruti Suzuki India LtdConsumer Discretionary0.59%₹0.13 Cr
Alkem Laboratories LtdHealthcare0.59%₹0.13 Cr
Grasim Industries LtdMaterials0.59%₹0.12 Cr
Grasim Industries LtdMaterials0.58%₹0.12 Cr
Itc LtdConsumer Staples0.58%₹0.12 Cr
Jubilant Foodworks LtdConsumer Discretionary0.59%₹0.12 Cr
Axis Bank LtdFinancial0.57%₹0.12 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.60%₹0.12 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.61%₹0.12 Cr
Jubilant Foodworks LtdConsumer Discretionary0.59%₹0.12 Cr
Jubilant Foodworks LtdConsumer Discretionary0.58%₹0.12 Cr
Jubilant Foodworks LtdConsumer Discretionary0.58%₹0.12 Cr
Tech Mahindra LtdTechnology0.60%₹0.12 Cr
Kotak Mahindra Bank LtdFinancial0.64%₹0.12 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.61%₹0.12 Cr
Hindustan Aeronautics LtdIndustrials0.57%₹0.12 Cr
Hindustan Aeronautics LtdIndustrials0.57%₹0.12 Cr
Hindustan Aeronautics LtdIndustrials0.58%₹0.12 Cr
Pi Industries LtdMaterials0.56%₹0.11 Cr
Pi Industries LtdMaterials0.56%₹0.11 Cr
Tech Mahindra LtdTechnology0.55%₹0.11 Cr
Hindustan Aeronautics LtdIndustrials0.55%₹0.11 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.55%₹0.11 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.55%₹0.11 Cr
Marico LtdConsumer Staples0.57%₹0.11 Cr
Pi Industries LtdMaterials0.54%₹0.11 Cr
Jubilant Foodworks LtdConsumer Discretionary0.56%₹0.11 Cr
Hindustan Aeronautics LtdIndustrials0.55%₹0.11 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.55%₹0.11 Cr
Pi Industries LtdMaterials0.53%₹0.11 Cr
Hindustan Aeronautics LtdIndustrials0.57%₹0.11 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.57%₹0.11 Cr
Marico LtdConsumer Staples0.53%₹0.11 Cr
Marico LtdConsumer Staples0.53%₹0.11 Cr
Marico LtdConsumer Staples0.52%₹0.11 Cr
Larsen & Toubro LtdIndustrials0.54%₹0.11 Cr
Marico LtdConsumer Staples0.50%₹0.11 Cr
Marico LtdConsumer Staples0.50%₹0.10 Cr
Jubilant Foodworks LtdConsumer Discretionary0.53%₹0.10 Cr
Pi Industries LtdMaterials0.52%₹0.10 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.55%₹0.10 Cr
Pi Industries LtdMaterials0.52%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.51%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.50%₹0.10 Cr
Tata Motors Ltd0.51%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.49%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.49%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.53%₹0.10 Cr
Pi Industries LtdMaterials0.51%₹0.10 Cr
Jubilant Foodworks LtdConsumer Discretionary0.50%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.50%₹0.10 Cr
Hindustan Aeronautics LtdIndustrials0.50%₹0.10 Cr
Pi Industries LtdMaterials0.52%₹0.10 Cr
Jubilant Foodworks LtdConsumer Discretionary0.51%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.44%₹0.09 Cr
Larsen & Toubro LtdIndustrials0.42%₹0.09 Cr
Itc LtdConsumer Staples0.43%₹0.09 Cr
Others Class A2 AifUnspecified0.48%₹0.09 Cr
Others Class A2 AifUnspecified0.48%₹0.09 Cr
Others Class A2 AifUnspecified0.46%₹0.09 Cr
Others Class A2 AifUnspecified0.45%₹0.09 Cr
Others Class A2 AifUnspecified0.45%₹0.09 Cr
Others Class A2 AifUnspecified0.43%₹0.09 Cr
Others Class A2 AifUnspecified0.43%₹0.09 Cr
Others Class A2 AifUnspecified0.43%₹0.09 Cr
Larsen & Toubro LtdIndustrials0.47%₹0.09 Cr
Others Class A2 AifUnspecified0.42%₹0.09 Cr
Hindustan Aeronautics LtdIndustrials0.47%₹0.09 Cr
Pi Industries LtdMaterials0.46%₹0.09 Cr
Jubilant Foodworks LtdConsumer Discretionary0.46%₹0.09 Cr
Marico LtdConsumer Staples0.44%₹0.09 Cr
Others Class A2 AifUnspecified0.41%₹0.09 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.43%₹0.09 Cr
Marico LtdConsumer Staples0.45%₹0.09 Cr
Tata Motors Ltd0.43%₹0.08 Cr
Marico LtdConsumer Staples0.43%₹0.08 Cr
Marico LtdConsumer Staples0.41%₹0.08 Cr
Cummins India LtdIndustrials0.42%₹0.08 Cr
Tata Motors Ltd0.42%₹0.08 Cr
Axis Bank LtdFinancial0.36%₹0.07 Cr
Axis Bank LtdFinancial0.36%₹0.07 Cr
Cummins India LtdIndustrials0.37%₹0.07 Cr
Axis Bank LtdFinancial0.33%₹0.07 Cr
Cummins India LtdIndustrials0.36%₹0.07 Cr
Lupin LtdHealthcare0.25%₹0.05 Cr
Lupin LtdHealthcare0.24%₹0.05 Cr
Lupin LtdHealthcare0.23%₹0.05 Cr
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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 Apr 30, 2026, Sundaram Conservative Hybrid Fund Direct Plan-growth manages assets worth ₹18.9 crore

What is the long-term performance of Sundaram Conservative Hybrid Fund Direct Plan-growth?

  • 3 Years CAGR: 6.44%
  • 5 Years CAGR: 7.60%
  • Since Inception: 7.76%

What is the portfolio composition of Sundaram Conservative Hybrid Fund Direct Plan-growth?

Equity: 19.90%, Debt: 26.46%, Others: 53.63%.

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: 87.80%, Mid Cap: 12.20%.

Which are the top companies Sundaram Conservative Hybrid Fund Direct Plan-growth has invested in?

  • Repo – 52.20% of the fund's portfolio
  • 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

Which are the major sectors Sundaram Conservative Hybrid Fund Direct Plan-growth focuses on?

  • Unspecified – 418.09% of the fund's portfolio
  • Entities – 374.80% of the fund's portfolio
  • Financial – 71.61% of the fund's portfolio
  • Technology – 50.22% of the fund's portfolio
  • Energy & Utilities – 27.60% of the fund's portfolio
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Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^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.

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