
NAV ₹33.02 as on 11 Dec 2025
RiskModerate
Fund Size₹20.52Cr
| NAV | ₹33.02 as on 11 Dec 2025 |
|---|---|
| Risk | Moderate |
| Fund Size | ₹20.52Cr |
Lock-in
No Lock-in
Min One Time Amount
₹5,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹250
Min Additional Amount
₹500
Exit Load
Nil
Age
12 years 11 months (Since Jan 08, 2013)
Return since Launch
8.15%
Expense ratio
0.86%
Type
OPEN
AUM (Fund Size)
₹20.52
Risk Grade
Moderate
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Name:
Dwijendra Srivastava
Experience:
He has over 11 years of experience in the financial sector.Prior to joining Sundaram MF he has worked with JM Financial AMC ,Tata AMC Privated Ltd., Tower Capital and Securities , Indo Swiss Financial and Gontermann Pipers.
49.21%
29.08%
7.64%
3.22%
2.99%
2.46%
1.30%
Your investment will be at Moderate Risk
| Rank (total assets) | #21 in India |
|---|---|
| Total AUM | ₹74,005.23Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.04% | 2.54% | 1.68% | 0.66% |
| Category average | 4.88% | 2.88% | 1.68% | - |
| Rank within category | 17 | 17 | 15 | - |

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