Sundaram Conservative Hybrid Fund
Get the latest NAV of Sundaram Conservative Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹32.36
▲0.1%1D
NAV as on 16 Mar 2026
7.84%/per year
Since Inception
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3 people have invested ₹ 52K in Sundaram Conservative Hybrid Fund in the last three months
Sundaram Conservative Hybrid Fund Performance vs. Conservative Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)
The fund has outperformed the benchmark (Conservative Allocation Index) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
Sundaram Conservative Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Conservative Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Conservative Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Government & Tech
Government
64%
Financial Services
32%
Tech
14%
Financial Services
34%
Government
32%
Tech
16%
Sundaram Conservative Hybrid Fund Holdings Details
as on (28-Feb-26)
Sundaram Conservative Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.83% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
| AUM | ₹20 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹250 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 101.75% |
| Risk |   Moderately High risk |
About Sundaram Conservative Hybrid Fund
Sundaram Conservative Hybrid Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Sandeep Agarwal, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Conservative Hybrid Fund has ₹20 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Conservative Hybrid Fund has given a CAGR return of 7.84% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.43%, 7.42% and 7.73% respectively.
Holdings
Sundaram Conservative Hybrid Fund has allocated its funds majorly in Government, Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Communication, Energy, Industrial, Basic Materials, Health, Consumer Defensive.
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
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 has no lock in period.
Fund Manager
S. Bharath
Fund Manager of Sundaram Conservative Hybrid Fund, since 16 May 2022
Sandeep Agarwal
Fund Manager of Sundaram Conservative Hybrid Fund, since 30 September 2012
Dwijendra Srivastava
Fund Manager of Sundaram Conservative Hybrid Fund, since 1 June 2012
- AUM of the fund stands at 19.7 Cr as of Feb'26
- AUM decreased by 0.1 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Conservative Hybrid Fund
How do I invest in Sundaram Conservative Hybrid Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Conservative Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.