Q: What are the returns of Sundaram Conservative Hybrid Fund?

The Sundaram Conservative Hybrid Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 8.43% since inception. Sundaram Conservative Hybrid Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 9.25% 9.66% 10.21% 8.11% 8.43%

Question 1

What is the current NAV of Sundaram Conservative Hybrid Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Sundaram Conservative Hybrid Fund - Direct Growth plan is approximately ₹32.7688 as of Jun 05, 2025.

Question 2

What are the returns of Sundaram Conservative Hybrid Fund?

Accepted Answer

The Sundaram Conservative Hybrid Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 8.43% since inception.

Sundaram Conservative Hybrid Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
9.25%	9.66%	10.21%	8.11%	8.43%

Question 3

How much does Sundaram Conservative Hybrid Fund charge as the expense ratio?

Accepted Answer

The Sundaram Conservative Hybrid Fund - Direct Growth has an expense ratio of 1.16%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Sundaram Conservative Hybrid Fund?

Accepted Answer

The Sundaram Conservative Hybrid Fund currently has assets under management (AUM) or fund size valued at approximately ₹28 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Sundaram Conservative Hybrid Fund?

Accepted Answer

The Sundaram Conservative Hybrid Fund's equity portion has been invested in the stocks of the following companies

Company	Percentage of Portfolio
HDFC Bank Ltd.	2.73%
ICICI Bank Ltd.	1.95%
Bharti Airtel Ltd.	1.44%
Reliance Industries Ltd.	1.32%
HCL Technologies Ltd.	1.28%
Infosys Ltd.	1.19%
Larsen & Toubro Ltd.	0.78%
Axis Bank Ltd.	0.77%
State Bank of India	0.75%
ITC Ltd.	0.7%

Question 6

What are the top sectors Sundaram Conservative Hybrid Fund has invested in?

Accepted Answer

The Sundaram Conservative Hybrid Fund's equity portion is primarily invested in the following sectors -

Company	Percentage of Portfolio
HDFC Bank Ltd.	2.73%
ICICI Bank Ltd.	1.95%
Bharti Airtel Ltd.	1.44%
Reliance Industries Ltd.	1.32%
HCL Technologies Ltd.	1.28%
Infosys Ltd.	1.19%
Larsen & Toubro Ltd.	0.78%
Axis Bank Ltd.	0.77%
State Bank of India	0.75%
ITC Ltd.	0.7%

Question 7

To whom does Sundaram Conservative Hybrid Fund lend to?

Accepted Answer

The top 3 debt holdings of Sundaram Conservative Hybrid Fund are as follows

Holding Name	Percentage of Portfolio
GOI	40.93%

Question 8

What is the quality of borrowers Sundaram Conservative Hybrid Fund lends to?

Accepted Answer

The credit rating of the instruments in which the fund invests represents the quality of the borrower. The Sundaram Conservative Hybrid Fund's debt portion's allocation by credit quality is given below

Holding Name	Percentage of Portfolio
GOI	40.93%

Question 9

What is the risk level of Sundaram Conservative Hybrid Fund?

Accepted Answer

This is a Conservative Hybrid fund comes with Moderately High risk.

Question 10

Is there any lock-in period in Sundaram Conservative Hybrid Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 11

How do I invest in Sundaram Conservative Hybrid Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Conservative Hybrid Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Conservative Hybrid Fund is complete.

Question 12

How can I redeem my investments in Sundaram Conservative Hybrid Fund?

Accepted Answer

Redeeming your investments in Sundaram Conservative Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Conservative Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	1.16% as on May 31, 2025
Exit load	0% Exit load of 1% if redeemed within 1 year.!
AUM (Fund size)	₹28 Crs
Lock-in	No Lockin
Age	12 yrs 5 m since Jan 08, 2013
Benchmark	CRISIL Hybrid 85+15 Conservative
Min. investment	SIP ₹250 & Lump. ₹5000
Risk	Moderately High
Tax on your gains	Profits are added to your income and taxed as per your slab rate

Period	This fund	Category average
1 Month	0.31%	1.55%
3 Months	4.93%	5.32%
6 Months	3.35%	3.74%
1 Year	9.25%	10.15%
2 Years	9.72%	11.54%
3 Years	9.66%	10.96%
4 Years	9.39%	9.58%
5 Years	10.21%	11.09%
7 Years	7.77%	9.0%
10 Years	8.11%	8.92%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Conservative Hybrid Fund	N.A.	₹28 Crs	12 yrs 5 m	1.16%
ICICI Prudential Regular Savings Fund	N.A.	₹3,166 Crs	12 yrs 5 m	0.97%
SBI Conservative Hybrid Fund	N.A.	₹9,915 Crs	12 yrs 5 m	1.05%
Canara Robeco Conservative Hybrid Fund	N.A.	₹944 Crs	12 yrs 5 m	0.67%
Kotak Debt Hybrid Fund	N.A.	₹3,017 Crs	12 yrs 5 m	0.48%
Baroda BNP Paribas Conservative Hybrid Fund	N.A.	₹739 Crs	12 yrs 5 m	0.51%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Conservative Hybrid Fund	0.31%	3.35%	9.25%	9.66%	10.21%	8.11%
ICICI Prudential Regular Savings Fund	1.52%	4.13%	10.76%	11.62%	11.53%	10.42%
SBI Conservative Hybrid Fund	1.85%	3.25%	9.39%	11.58%	12.66%	10.0%
Canara Robeco Conservative Hybrid Fund	2.19%	3.52%	11.19%	10.85%	10.89%	9.45%
Kotak Debt Hybrid Fund	1.44%	3.3%	10.42%	13.24%	13.54%	11.22%
Baroda BNP Paribas Conservative Hybrid Fund	1.88%	3.65%	10.11%	11.24%	10.04%	9.41%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Conservative Hybrid Fund	3.66	0.88	0.81	1.55
ICICI Prudential Regular Savings Fund	3.23	0.77	1.44	2.27
SBI Conservative Hybrid Fund	3.58	0.81	1.3	2.12
Canara Robeco Conservative Hybrid Fund	3.77	0.9	1.05	1.76
Kotak Debt Hybrid Fund	4.62	1.1	1.35	1.9
Baroda BNP Paribas Conservative Hybrid Fund	3.55	0.84	1.22	1.67

Sundaram Conservative Hybrid Fund Direct Plan-Growth

Historical NAV & returns

Sundaram Conservative Hybrid Fund overview

Sundaram Conservative Hybrid Fund Returns calculator

Trailing returns as on Jun 06, 2025

Asset allocationas on Dec 31, 2024

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Sundaram Conservative Hybrid Fund in detail with

About this fund

About Sundaram Conservative Hybrid Fund

Fund managers

Investment objective

Sundaram Mutual Fund details

More funds from Sundaram Mutual Fund

Frequently asked questions

Sundaram Conservative Hybrid Fund Returns

ET Money rank

Alpha	-0.26 vs. 3.94 Underperformed at beating benchmark
Sharpe	0.81 vs. 3.87 Poor risk-adjusted returns
Beta	0.88 vs. 1.27 Less sensitive to market ups & downs
Standard deviation	3.66 vs. 3.73 More stable returns

Fund AUM	₹28 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Sundaram Aggressive Hybrid Fund	N.A.	₹5,619 Crs	10.63%	19.21%
Sundaram Balanced Advantage Fund	N.A.	₹1,491 Crs	10.52%	15.2%
Sundaram Equity Savings Fund	N.A.	₹976 Crs	11.52%	14.22%
Sundaram Arbitrage Fund	N.A.	₹290 Crs	7.58%	5.82%
Sundaram Multi Asset Allocation Fund	N.A.	₹2,594 Crs	14.05%	N.A.

Sector	Percentage of Portfolio
Financial	6.55%
Technology	2.4699999999999998%
Consumer Staples	2.2699999999999996%
Energy	1.85%
Communication	1.53%
Automobile	1.28%
Healthcare	1.19%
Materials	0.92%
Construction	0.78%
Services	0.52%

Credit Quality	Percentage of Portfolio
SOV	40.93592%
Cash & Call Money	37.559564%
Others	0.301764%