Sundaram Conservative Hybrid Fund Direct Growth

Sundaram Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal, S. Bharath, Dwijendra Srivastava, Sandeep Agarwal. This fund gives you the benefit of diversification.

1. Sundaram Conservative Hybrid Fund Direct Growth has ₹27 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
2. The fund has an expense ratio 1.5.
   

Sundaram Conservative Hybrid Fund Direct Growth has given a CAGR return of 8.35% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.55%, 8.07% and 10.70% respectively.

Sundaram Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Tech, Energy, Communication, Consumer Defensive, Consumer Cyclical, Basic Materials, Industrial, Health.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Sundaram Conservative Hybrid Fund Direct Growth has no lock in period.