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 Sandeep Agarwal, S. Bharath, Ashish Aggarwal, Dwijendra Srivastava. This fund gives you the benefit of diversification.

1. Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option has ₹21 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 1.2.
   

Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option has given a CAGR return of 6.85% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.50%, 7.24% and 8.91% respectively.

Sundaram Conservative Hybrid Fund Plan Direct Plan Quarterly Transfer Inc Dist cum Cap Wdrl Option has allocated its funds majorly in Cash Equivalent, Government, Financial Services, Energy, Tech, Communication, Consumer Cyclical, Basic Materials, Utilities, Consumer Defensive, Health, Industrial.

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 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.