Sundaram Conservative Hybrid Fund Direct Growth
NAV as on 23-04-2025
₹ 32.64
▲0.2%
1D
Inception Returns
8.5%
/yr
Historical NAV & Returns
About 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 Sandeep Agarwal, Ashish Aggarwal, S. Bharath, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Conservative Hybrid Fund Direct Growth has ₹27 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.5.
Returns
Sundaram Conservative Hybrid Fund Direct Growth has given a CAGR return of 8.51% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.47%, 9.11% and 10.67% respectively.
Holdings
Sundaram Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Energy, Tech, Communication, Consumer Defensive, Consumer Cyclical, Basic Materials, Industrial, Health.
Taxation
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Sundaram Conservative Hybrid Fund Direct Growth
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Minimum Investment and lockin period
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.
Sundaram Conservative Hybrid Fund Direct Growth Overview
| Expense ratio | 1.51% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
| AUM | ₹27 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹250 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 329.36% |
| STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
| LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
| Risk |   Moderately High risk |
Trailing Returns
as on (23-Apr-25)
Fund Distribution
as on (31-Mar-25)
- AUM of the fund stands at 27.1 Cr as of Mar'25
- AUM increased by 0.4 Cr between Mar'25 and Feb'25
Top 3 Sectors in March were Government, Financial Services & Tech
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 2.87% | 0% | |
 ICICI Bank Ltd | 2.09% | 0% | |
 Bharti Airtel Ltd | 1.6% | 0% | |
 Reliance Industries Ltd | 1.6% | 0% | |
 HCL Technologies Ltd | 1.09% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Sundaram Conservative Hybrid Fund Direct Growth | 10.47% | 9.11% | 10.67% | 8.51% |
 UTI Conservative Hybrid Fund-Growth-Direct | 12.61% | 10.7% | 13% | 9.93% |
 Kotak Debt Hybrid Direct Growth | 12.17% | 12.27% | 13.98% | 11.17% |
 ICICI Prudential Regular Savings Fund Direct Plan Growth | 10.71% | 10.78% | 11.74% | 10.84% |
Mutual Fund Insights
Sundaram Conservative Hybrid Fund Direct Growth Highlights
Moderately High risk
About the fund
Fund Allocations
AUM size ₹27 Cr
Expense Ratio 1.51%
More funds from Sundaram
5Y CAGR
▲ 20.36
5Y CAGR
▲ 16.58
5Y CAGR
▲ 5.15
1Y CAGR
▲ 15.24
Frequently Asked Questions for Sundaram Conservative Hybrid Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.07% | 3.07% |
6 Month Returns | 3.72% | 3.72% |
1 Year Returns | 10.47% | 10.47% |
3 Years Returns | 29.91% | 9.11% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 100 |