Sundaram Conservative Hybrid Fund Direct Plan-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.33%
NAV: ₹32.88 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Conservative Hybrid Fund Direct Plan-Growth

  • ₹18.3 Cr
    AUM
  • ₹32.88
    NAV
  • 1.06%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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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
₹ 1,39,328.64
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Sundaram Conservative Hybrid Fund Direct Plan-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.33% NA 0.55%
6 Months 1.73% NA 5.55%
1 Year 0.06% 0.06% 5.63%
2 Years 4.65% 2.30% 10.55%
3 Years 18.33% 5.77% 10.07%
5 Years 29.79% 5.35% 10.06%
7 Years 64.77% 7.39% NA
10 Years 86.71% 6.44% 8.75%
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As on Thu Nov 05, 2026

Asset Allocation of Sundaram Conservative Hybrid Fund Direct Plan-Growth

equities

19.85%

debt instruments

26.66%

other assets or cash equivalents

53.48%
Large Cap: 89.89%
Mid Cap: 7.60%
Small Cap: 2.51%
Other: 0.00%
Top Holdings
Repo
52.25%
Repo
52.25%
Repo
52.25%
Repo
52.20%
Repo
47.08%
 
Top Sectors
Unspecified
703.94%
Entities
93.86%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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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 ₹18.3 crore as on Sat Oct 31, 2026. The expense ratio stands at 1.06%.
The portfolio allocation consists of 19.85% in equities, 26.66% in debt instruments, 53.48% in other assets or cash equivalents.Managed by Sandeep Agarwal, it has delivered a return of 0.06% in the last year, a total return since inception of 7.57%.
Selecting a suitable which sip is best plays a vital part for systematic investing.

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  • 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
    4.29%
  • Mean
    5.39%
  • Sharpe Ratio
    -0.04%
  • Sortino Ratio
    -0.06%

Sundaram Conservative Hybrid Fund Direct Plan-Growth 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

Compare Mutual Funds
Sundaram Conservative Hybrid Fund Direct Plan-Growth Fund Returns Comparison

Compare Sundaram Conservative Hybrid Fund Direct Plan-Growth with other mutual funds in the same category

Sundaram Conservative Hybrid Fund Direct Plan-Growth

SBI Children's Fund - Savings Plan Direct-Growth

SBI Children's Fund - Savings Plan Regular-Growth

Compare more funds

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 ₹149 -0.33% 0.35% 8.43% 11.26% 10.24%
SBI Children's Fund - Savings Plan Regular-Growth trend ₹149 -0.36% 0.26% 8.03% 10.86% 9.84%
Bank Of India Conservative Hybrid Fund Direct-Growth trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Monthly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Quarterly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Yearly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Parag Parikh Conservative Hybrid Fund Direct-Growth trend ₹3,395 0.42% -0.63% 3.33% 9.15% 9.11%
Parag Parikh Conservative Hybrid Fund Direct-IDCW Monthly trend ₹3,395 0.42% -0.63% 3.33% 9.15% 9.11%
Bank Of India Conservative Hybrid Fund Regular-Growth trend ₹68 1.18% -0.07% 1.57% 5.77% 8.87%
Bank Of India Conservative Hybrid Fund Regular-IDCW Monthly trend ₹68 1.18% -0.07% 1.57% 5.77% 8.87%
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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 ₹18 1.85% -0.52% 1.35% -0.62% 4.85%
Sundaram Conservative Hybrid Fund-IDCW Quarterly increase ₹18 1.85% -0.52% 1.35% -0.62% 4.85%
Sundaram Conservative Hybrid Fund Direct Plan-IDCW Quarterly increase ₹18 1.92% -0.33% 1.73% 0.06% 5.77%
increase growth is based on 1-month returns of the funds

Sundaram Conservative Hybrid Fund Direct Plan-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Conservative Hybrid Fund-Growth trend ₹10,107 ₹76.61 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-Growth trend ₹10,107 ₹84.22 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Monthly trend ₹10,107 ₹20.91 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Monthly trend ₹10,107 ₹27.50 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Quarterly trend ₹10,107 ₹22.10 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Quarterly trend ₹10,107 ₹25.73 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Yearly trend ₹10,107 ₹27.02 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Yearly trend ₹10,107 ₹33.59 8.46% 8.14% 8.83%
Parag Parikh Conservative Hybrid Fund Regular-Growth trend ₹3,395 ₹15.83 8.82% 8.77% -
Parag Parikh Conservative Hybrid Fund Direct-Growth trend ₹3,395 ₹16.09 9.15% 9.11% -
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Top funds are based on Fund AUM

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Sundaram Conservative Hybrid Fund Direct Plan-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified52.25%₹9.88 Cr
RepoUnspecified52.25%₹9.88 Cr
RepoUnspecified52.25%₹9.88 Cr
RepoUnspecified52.20%₹9.88 Cr
RepoUnspecified47.08%₹9.66 Cr
RepoUnspecified51.64%₹9.59 Cr
RepoUnspecified51.29%₹9.59 Cr
RepoUnspecified51.29%₹9.59 Cr
RepoUnspecified51.29%₹9.59 Cr
RepoUnspecified51.29%₹9.59 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
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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 Sat Oct 31, 2026, Sundaram Conservative Hybrid Fund Direct Plan-Growth manages assets worth ₹18.3 crore

How has Sundaram Conservative Hybrid Fund Direct Plan-Growth performed recently?

  • 3 Months: -0.33%
  • 6 Months: 1.73%

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

  • 3 Years CAGR: 5.77%
  • 5 Years CAGR: 5.35%
  • Since Inception: 7.57%

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

Equity: 19.85%, Debt: 26.66%, Others: 53.48%.

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: 89.89%, Mid Cap: 7.60%, Small Cap: 2.51%.

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

  • Repo – 52.25% of the fund's portfolio
  • Repo – 52.25% of the fund's portfolio
  • Repo – 52.25% of the fund's portfolio
  • Repo – 52.20% of the fund's portfolio
  • Repo – 47.08% of the fund's portfolio

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

  • Unspecified – 703.94% of the fund's portfolio
  • Entities – 93.86% of the fund's portfolio
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