Sundaram Conservative Hybrid Fund-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.39%
NAV: ₹29.84 as on Wed Nov 19, 2025
Fund NAV

Fund Overview of Sundaram Conservative Hybrid Fund-growth

  • ₹21.4 Cr
    AUM
  • ₹29.84
    NAV
  • 1.85%
    Expense Ratio
  • Hybrid
    Fund Category
As on Wed Nov 19, 2025

Returns of Sundaram Conservative Hybrid Fund-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.39% NA 0.55%
6 Months 2.23% NA 5.55%
1 Year 2.78% 2.78% 5.63%
2 Years 15.67% 7.55% 10.55%
3 Years 24.26% 7.51% 10.07%
5 Years 48.64% 8.25% 10.06%
7 Years 59.41% 6.89% NA
10 Years 91.50% 6.71% 8.75%
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As on Wed Nov 19, 2025

Asset Allocation

equities

21.43%

debt instruments

29.62%

other assets or cash equivalents

48.95%
Large Cap: 89.12%
Mid Cap: 10.88%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Cash/net Current Assets
25.44%
Cash/net Current Assets
25.92%
Cash/net Current Assets
25.92%
Government Of India 34733 Goi 05ag54 7.09 Fv Rs 100
23.55%
Repo
23.22%
 
Top Sectors
Unspecified
168.64%
Entities
148.07%
Financial
31.08%
Technology
18.05%
Energy & Utilities
11.79%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Sundaram Conservative Hybrid Fund-growth

Sundaram Conservative Hybrid Fund-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 08 Mar 2010, 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 1.85%.
The portfolio allocation consists of 21.43% in equities, 29.62% in debt instruments, 48.95% in other assets or cash equivalents. Managed by Dwijendra Srivastava, it has delivered a return of 2.78% in the last year, a total return since inception of 7.20%.

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

  • Sandeep Agarwal

    Fund Manager

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

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

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

    Manager Education

Key Metrics of Sundaram Conservative Hybrid Fund-growth

  • Standard Deviation
    3.71%
  • Sharpe Ratio
    0.09%
  • Alpha
    -1.97%
  • Beta
    0.92%

Fund Details

Fund Names Sundaram Conservative Hybrid Fund-growth
Inception Date 08 Mar 2010
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

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Regular Savings Fund Direct-growth trend ₹1,524 0.45% 2.36% 9.39% 10.25% 11.30%
UTI Conservative Hybrid Fund Direct-flexi Idcw trend ₹1,707 0.32% 1.95% 7.42% 10.44% 10.43%
Aditya Birla Sun Life Regular Savings Fund Regular-growth trend ₹1,524 0.37% 2.13% 8.41% 9.25% 10.30%
Aditya Birla Sun Life Regular Savings Fund Regular-growth trend ₹1,524 0.37% 2.13% 8.41% 9.25% 10.30%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan Direct - Growth trend ₹82 0.82% 2.84% 10.20% 12.37% 10.07%
UTI Conservative Hybrid Fund Regular Plan-flexi Idcw trend ₹1,707 0.27% 1.81% 6.76% 9.77% 9.77%
Canara Robeco Conservative Hybrid Fund Direct-growth trend ₹950 -0.05% 1.06% 6.83% 9.47% 9.25%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth trend ₹82 0.72% 2.54% 8.83% 11.11% 8.77%
Canara Robeco Conservative Hybrid Fund Regular-growth trend ₹950 -0.15% 0.77% 5.61% 8.19% 7.94%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth trend ₹26 0.34% 1.93% 6.77% 8.39% 5.69%
View More
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 Direct Plan-growth increase ₹21 0.50% 1.84% 0.69% 5.60% 8.16%
Sundaram Conservative Hybrid Fund Direct Plan-growth increase ₹21 0.50% 1.84% 0.69% 5.60% 8.16%
Sundaram Conservative Hybrid Fund-idcw Quarterly increase ₹21 0.41% 1.59% 0.19% 4.63% 7.14%
Sundaram Conservative Hybrid Fund Direct Plan-idcw Quarterly increase ₹21 0.50% 1.84% 0.69% 5.60% 8.16%
Sundaram Conservative Hybrid Fund-idcw Quarterly increase ₹21 0.41% 1.59% 0.19% 4.63% 7.14%
Sundaram Conservative Hybrid Fund Direct Plan-idcw Quarterly increase ₹21 0.50% 1.84% 0.69% 5.60% 8.16%
View More
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Conservative Hybrid Fund Direct-flexi Idcw trend ₹1,707 ₹51.09 10.44% 10.43% 9.02%
UTI Conservative Hybrid Fund Regular Plan-flexi Idcw trend ₹1,707 ₹46.01 9.77% 9.77% 8.31%
Aditya Birla Sun Life Regular Savings Fund Direct-growth trend ₹1,524 ₹76.91 10.25% 11.30% 9.81%
Aditya Birla Sun Life Regular Savings Fund Regular-growth trend ₹1,524 ₹68.62 9.25% 10.30% 8.76%
Aditya Birla Sun Life Regular Savings Fund Regular-growth trend ₹1,524 ₹68.62 9.25% 10.30% 8.76%
Canara Robeco Conservative Hybrid Fund Direct-growth trend ₹950 ₹112.90 9.47% 9.25% 9.14%
Canara Robeco Conservative Hybrid Fund Regular-growth trend ₹950 ₹97.99 8.19% 7.94% 7.90%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan Direct - Growth trend ₹82 ₹19.48 12.37% 10.07% -
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth trend ₹82 ₹17.81 11.11% 8.77% -
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-growth trend ₹26 ₹14.84 8.39% 5.69% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Cash/net Current AssetsUnspecified25.44%₹5.44 Cr
Cash/net Current AssetsUnspecified25.92%₹5.33 Cr
Cash/net Current AssetsUnspecified25.92%₹5.33 Cr
Government Of India 34733 Goi 05ag54 7.09 Fv Rs 100Entities23.55%₹5.04 Cr
RepoUnspecified23.22%₹4.97 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
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
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 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 LtdFinancial3.19%₹0.66 Cr
Hdfc Bank LtdFinancial3.19%₹0.66 Cr
Hdfc Bank LtdFinancial3.03%₹0.63 Cr
Icici Bank LtdFinancial2.77%₹0.59 Cr
Icici Bank LtdFinancial2.45%₹0.51 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 LtdTechnology2.15%₹0.46 Cr
Icici Bank LtdFinancial2.22%₹0.46 Cr
Icici Bank LtdFinancial2.22%₹0.46 Cr
Bharti Airtel LtdTechnology2.16%₹0.45 Cr
Reliance Industries LtdEnergy & Utilities2.16%₹0.45 Cr
Cash/net Current AssetsUnspecified1.94%₹0.40 Cr
Invit Powergrid Infrastructure Investment TrustIndustrials1.37%₹0.29 Cr
Invit Powergrid Infrastructure Investment TrustIndustrials1.28%₹0.27 Cr
Infosys LtdTechnology1.23%₹0.26 Cr
Infosys LtdTechnology1.26%₹0.26 Cr
Infosys LtdTechnology1.26%₹0.26 Cr
Infosys LtdTechnology1.21%₹0.25 Cr
State Bank Of IndiaFinancial1.18%₹0.24 Cr
State Bank Of IndiaFinancial1.18%₹0.24 Cr
State Bank Of IndiaFinancial1.09%₹0.23 Cr
Hcl Technologies LtdTechnology1.05%₹0.22 Cr
Hcl Technologies LtdTechnology1.05%₹0.22 Cr
State Bank Of IndiaFinancial0.97%₹0.21 Cr
Hcl Technologies LtdTechnology0.96%₹0.21 Cr
Hcl Technologies LtdTechnology0.93%₹0.19 Cr
Maruti Suzuki India LtdConsumer Discretionary0.77%₹0.16 Cr
Ultratech Cement LtdMaterials0.72%₹0.15 Cr
Ultratech Cement LtdMaterials0.73%₹0.15 Cr
Ultratech Cement LtdMaterials0.73%₹0.15 Cr
Ultratech Cement LtdMaterials0.73%₹0.15 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
Kotak Mahindra Bank LtdFinancial0.69%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.69%₹0.14 Cr
Bajaj Auto LtdConsumer Discretionary0.66%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.67%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.67%₹0.14 Cr
Pi Industries LtdMaterials0.64%₹0.14 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.65%₹0.14 Cr
Alkem Laboratories LtdHealthcare0.65%₹0.14 Cr
Kotak Mahindra Bank LtdFinancial0.64%₹0.13 Cr
Kotak Mahindra Bank LtdFinancial0.62%₹0.13 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.62%₹0.13 Cr
Jubilant Foodworks LtdConsumer Discretionary0.61%₹0.13 Cr
Grasim Industries LtdMaterials0.63%₹0.13 Cr
Grasim Industries LtdMaterials0.63%₹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
Jubilant Foodworks LtdConsumer Discretionary0.58%₹0.12 Cr
Jubilant Foodworks LtdConsumer Discretionary0.58%₹0.12 Cr
Hindustan Aeronautics LtdIndustrials0.57%₹0.12 Cr
Hindustan Aeronautics LtdIndustrials0.57%₹0.12 Cr
Pi Industries LtdMaterials0.56%₹0.11 Cr
Pi Industries LtdMaterials0.56%₹0.11 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.55%₹0.11 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.55%₹0.11 Cr
Pi Industries LtdMaterials0.54%₹0.11 Cr
Marico LtdConsumer Staples0.53%₹0.11 Cr
Marico LtdConsumer Staples0.53%₹0.11 Cr
Marico LtdConsumer Staples0.50%₹0.11 Cr
Marico LtdConsumer Staples0.50%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.49%₹0.10 Cr
Larsen & Toubro LtdIndustrials0.49%₹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 AifUnspecified0.43%₹0.09 Cr
Others Class A2 AifUnspecified0.43%₹0.09 Cr
Others Class A2 AifUnspecified0.42%₹0.09 Cr
Others Class A2 AifUnspecified0.41%₹0.09 Cr
Axis Bank LtdFinancial0.36%₹0.07 Cr
Axis Bank LtdFinancial0.36%₹0.07 Cr
Axis Bank LtdFinancial0.33%₹0.07 Cr
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Frequently Asked Questions

Sundaram Conservative Hybrid Fund-growth

What is the current AUM of Sundaram Conservative Hybrid Fund-growth?

As of Thu Jul 31, 2025, Sundaram Conservative Hybrid Fund-growth manages assets worth ₹21.4 crore

How has Sundaram Conservative Hybrid Fund-growth performed recently?

  • 3 Months: -0.39%
  • 6 Months: 2.23%

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

  • 3 Years CAGR: 7.51%
  • 5 Years CAGR: 8.25%
  • Since Inception: 7.20%

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

Equity: 21.43%, Debt: 29.62%, Others: 48.95%.

Who manages Sundaram Conservative Hybrid Fund-growth?

Sundaram Conservative Hybrid Fund-growth is managed by Dwijendra Srivastava from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Conservative Hybrid Fund-growth?

Large Cap: 89.12%, Mid Cap: 10.88%.

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

  • Cash/Net Current Assets – 25.44% of the fund's portfolio
  • Cash/Net Current Assets – 25.92% of the fund's portfolio
  • Cash/Net Current Assets – 25.92% of the fund's portfolio
  • GOVERNMENT OF INDIA 34733 GOI 05AG54 7.09 FV RS 100 – 23.55% of the fund's portfolio
  • Repo – 23.22% of the fund's portfolio

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

  • Unspecified – 168.64% of the fund's portfolio
  • Entities – 148.07% of the fund's portfolio
  • Financial – 31.08% of the fund's portfolio
  • Technology – 18.05% of the fund's portfolio
  • Energy & Utilities – 11.79% of the fund's portfolio
View more FAQ's

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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.

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