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Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option
Get the latest NAV of Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option. 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.
₹20.31
1D
NAV as on 13 Mar 2026
6.29%/per year
Since Inception
▲▼
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option Performance vs. Conservative Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)
The fund has underperformed the benchmark (Conservative Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option Asset Allocation
See fund asset allocation details as on (14-Feb-26)
Fund Distribution
as on (14-Feb-26)
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option Sector Allocation
See fund sector allocation details as on (14-Feb-26)
Sector Allocation
Top 3 Sectors in January were Government, Financial Services & Energy
Financial Services
34%
Government
32%
Tech
16%
Government
90%
Financial Services
35%
Energy
15%
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option Holdings Details
as on (28-Feb-26)
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option 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 | 13 March, 2013 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 101.75% |
| Risk |   Moderate Risk |
About Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option is a hybrid fund. This fund was started on 13 March, 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 Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option has ₹20 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option has given a CAGR return of 6.29% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.38%, 5.70% and 6.64% respectively.
Holdings
Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option 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 Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option
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 0.00 and for SIP is INR 0.00. Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option has no lock in period.
Fund Manager
S. Bharath
Fund Manager of Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option, since 16 May 2022
Sandeep Agarwal
Fund Manager of Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option, since 30 September 2012
Dwijendra Srivastava
Fund Manager of Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option, since 1 June 2012
- AUM of the fund stands at 19.8 Cr as of Jan'26
- AUM decreased by 0.1 Cr between Jan'26 and Dec'25
Frequently Asked Questions for Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option
How do I invest in Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option?
- Download the INDmoney app.
- Search for ‘Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option’.
- 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.