Sundaram Conservative Hybrid Fund - Growth - Direct Plan

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  • (-0.03%)Nav, as on 13-03-2025

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  • Net Change on 13-03-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Conservative Hybrid Fund Direct Plan - Growth -4.22 -5.27 5.68 7.78 9.68 8.20
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 85+15 - Conservative Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Conservative Hybrid Fund Direct Plan - Growth Jan 08, 2013 Unrated 5.68 7.78 9.68 1.51 26.70
SBI Conservative Hybrid Fund - DIRECT PLAN - GROWTH Jan 07, 2013 7.57 9.89 11.86 1.13 9,552.80
ICICI Prudential Regular Savings Fund - Direct Plan - Growth Jan 03, 2013 8.70 10.02 10.97 0.97 3,096.16
Kotak Debt Hybrid - Growth - Direct Jan 01, 2013 7.47 11.08 13.12 0.45 2,975.06
UTI Conservative Hybrid Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 8.92 9.41 12.05 1.17 1,609.65
Canara Robeco Conservative Hybrid Fund-Direct Plan - Growth Option Jan 01, 2013 7.78 8.50 10.28 0.71 916.34

Fund Holdings as on 28-February-2025

  • 7.10% Central Government Securities 08/04/2034

  • 7.30% Government Securities - 19/06/2053

  • TREPS

  • HDFC Bank Ltd

  • Cash and Other Net Current Assets^

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • HCL Technologies Ltd

  • Power Grid Infrastructure Investment Trust(InvIT)

  • Axis Bank Ltd

  • State Bank of India

  • ITC Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Larsen & Toubro Ltd

  • Bajaj Auto Ltd

  • Jubilant Foodworks Ltd

  • Marico Ltd

  • Maruti Suzuki India Ltd

  • Bharat Petroleum Corporation Ltd

  • Alkem Laboratories Ltd

  • United Spirits Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Grasim Industries Ltd

  • PI Industries Ltd

  • Corporate Debt Market Development Fund - Class A2

  • Bharti Airtel Ltd - Partly Paid Right Shares

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Telecommunication - Service Provider

  • Consumer Food

  • Bank - Public

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Breweries & Distilleries

  • Insurance

  • Diversified

  • Pesticides & Agrochemicals

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Fund Manager

  • Cash

  • Equity

  • REITs & InvITs

  • Rights

  • Sov

  • Unrated

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About Sundaram Conservative Hybrid Fund

Scheme Analysis

Sundaram Conservative Hybrid Fund is a Hybrid - Conservative Hybrid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Jan-2013 and currently has an AUM of ₹26.70 crore. Sundaram Conservative Hybrid Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 85+15 - Conservative Index as secondary index.

The NAV of Sundaram Conservative Hybrid Fund ended down ₹-0.01(-0.03%)yesterday to ₹31.2853.

Among its top 3 holdings the fund has exposure to 7.10% Central Government Securities 08/04/2034, and

The Sundaram Conservative Hybrid Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156