Sundaram Conservative Hybrid Fund - Dir (G) logo

Sundaram Conservative Hybrid Fund Direct Growth

NAV ₹32.98 as on 17 Nov 2025

RiskModerate

Fund Size₹20.57Cr

NAV₹32.98 as on 17 Nov 2025
RiskModerate
Fund Size₹20.57Cr

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Investment Details
Top Rated Funds

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

Basic Details

Age

12 years 10 months (Since Jan 08, 2013)

Return since Launch

8.18%

Expense ratio

0.86%

Type

OPEN

AUM (Fund Size)

₹20.57

Risk Grade

Moderate

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

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.

Asset Allocation

Net CA & Others 25.92%

TREPS 23.03%

GSEC2040 6.68 19.07%

GSEC2055 7.24 10.12%

CDMDF (Class A2) 0.43%

See All
Scheme Holding Summary

Debt Others

Govt. Securities

Banks

Telecom-Service

Refineries

IT - Software

Cement

Automobile

Pharmaceuticals

Textiles

Quick Service Restaurant

Aerospace & Defence

Agro Chemicals

FMCG

Infrastructure Developers & Operators

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderate Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Conservative Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹32.98.
The Sundaram Conservative Hybrid Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹250 . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.
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Returns and Rankings

Category: Hybrid Conservative Hybrid Fund

1Y3Y5YAll
Fund returns5.54%2.63%1.71%0.66%
Category average7.06%2.99%1.77%-
Rank within category191815-

FAQ’s

What kind of returns does Sundaram Conservative Hybrid Fund Direct Growth provide?

Sundaram Conservative Hybrid Fund Direct Growth has given a return of 8.09% in the past 3 years.

What is the expense ratio charged by Sundaram Conservative Hybrid Fund Direct Growth?

The Expense Ratio charged by Sundaram Conservative Hybrid Fund Direct Growth is 0.86%.

What is the AUM size of Sundaram Conservative Hybrid Fund Direct Growth?

The AUM size of Sundaram Conservative Hybrid Fund Direct Growth is ₹20.57Cr.

What is the minimum SIP amount that you can invest in Sundaram Conservative Hybrid Fund Direct Growth?

₹250 is the minimum SIP amount that you can invest in Sundaram Conservative Hybrid Fund Direct Growth .

What are the top stock holdings of Sundaram Conservative Hybrid Fund Direct Growth?

The top stock holdings of Sundaram Conservative Hybrid Fund Direct Growth include

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*By clicking, I agree to the T&C and Whatsapp updates.