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Home Mf Research Sundaram Conservative Hybrid Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Hybrid Hybrid Conservative Hybrid

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,010.70 +1.07%
Two Week 2026-10-19 ₹1,000.00 ₹1,009.94 +0.99%
One Month 2026-10-05 ₹1,000.00 ₹1,011.75 +1.17%
Three Months 2026-08-05 ₹3,000.00 ₹2,994.19 -0.19%
Six Months 2026-05-07 ₹6,000.00 ₹6,003.42 +0.06%
One Year 2025-11-03 ₹12,000.00 ₹11,963.65 -0.30%
Three Year 2023-11-06 ₹36,000.00 ₹36,893.55 +2.48%
Five Year 2021-11-08 ₹60,000.00 ₹66,037.18 +10.06%
Ten Year 2016-11-07 ₹120,000.00 ₹157,986.46 +31.66%
Since Inception 2010-03-08 ₹203,000.00 ₹356,454.02 +75.59%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Sovereign 48.36%
Other 17.65%
CRISIL AAA 16.21%
Banks 5.14%
Telecom - Services 2.30%
It - Software 2.06%
Petroleum Products 1.94%
Automobiles 1.38%
Pharmaceuticals & Biotechnology 0.93%
Cement & Cement Products 0.75%
Aerospace & Defense 0.64%
Construction 0.51%
Leisure Services 0.50%
Agricultural Food & Other Products 0.47%
Agricultural, Commercial & Construction Vehicles 0.46%
Industrial Products 0.39%
Ferrous Metals 0.31%

Top Holdings

Company-wise portfolio exposure

Bharti Airtel Ltd 2.30%
Reliance Industries Ltd 1.94%
State Bank of India 1.26%
HDFC Bank Ltd 1.16%
ICICI Bank Ltd 1.15%
Tech Mahindra Ltd 0.83%
Bajaj Auto Ltd 0.81%
Axis Bank Ltd 0.80%
Kotak Mahindra Bank Ltd 0.77%
Ultratech Cement Ltd 0.75%
Alkem Laboratories Ltd 0.70%
HCL Technologies Ltd 0.67%
Hindustan Aeronautics Ltd 0.64%
Mahindra & Mahindra Ltd 0.56%
Infosys Ltd 0.55%
Larsen & Toubro Ltd 0.51%
Jubilant Foodworks Ltd 0.50%
Marico Ltd 0.47%
TATA Motors Ltd 0.46%
Cummins India Ltd 0.39%
Jindal Steel & Power Ltd 0.31%
Lupin Ltd 0.22%
Power Finance Corporation Ltd - 6.96% - 02/03/2028** 5.41%
BAJAJ HOUSING FINANCE LTD - 7.64% - 01/07/2030 5.35%
Bajaj Finance Ltd - 8.1167% - 10/05/2027 2.73%
BAJAJ HOUSING FINANCE LTD - 7.7% - 21/05/2027 2.72%
6.53% Government Stock - 07/09/2031 26.94%
6.36% Central Government Securities 16/02/2031 21.42%
TREPS 9.96%
Corporate Debt Market Development Fund - Class A2 0.50%
Cash and Other Net Current Assets^ 7.19%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
4.20%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
-0.2
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
1.4 Years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Moderate Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Conservative Hybrid Fund - Regular Plan - Growth 4.54% 7.76% 8.32%
Aditya Birla Sun Life Conservative Hybrid Fund - Monthly Payment - Regular Plan 3.56% 7.78% 9.06%
SBI Conservative Hybrid Fund - Regular Plan - Growth 2.10% 7.57% 6.65%
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 1.91% 8.49% 8.60%
DSP Conservative Hybrid Fund - Regular Plan - Growth 1.85% 7.71% 8.37%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 1.72% 6.63% 9.29%
Aditya Birla Sun Life Conservative Hybrid Fund - Regular Plan - Growth 1.56% 7.60% 8.97%
Franklin India Conservative Hybrid Fund - Plan B - Regular Plan - Growth 1.55% 7.16% 8.93%
Baroda Bnp Paribas Conservative Hybrid Fund - Regular Plan - Growth 1.48% 6.62% 7.15%
Bandhan Conservative Hybrid Fund - Regular Plan - Growth 1.39% 6.23% 7.39%

Returns are historical and do not guarantee future performance.

View All Hybrid Conservative Hybrid Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.21% 6.45% 5.96%
Sundaram Money Market Fund - Regular Plan - Growth 6.19% 7.07% 6.20%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.16% 5.90% 35.00%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.88% 6.40% 29.56%
Sundaram Short Term Fund - Regular Plan - Growth 4.22% 6.69% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.85% 6.69% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.47% 6.58% 6.85%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.89%
Expense Ratio (Direct)
1.13%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
CRISIL Hybrid 85+15 - Conservative Index

Exit Load

Charges that may apply when you redeem units

N/A
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