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Sundaram Conservative Hybrid Fund Direct Plan-Growth

Previously called: Sundaram Debt Oriented Hybrid Direct-G

NAV as of Oct 20, 2025Returns since inceptionET Money RankAUM (Fund size)
8.19% p.a.
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21 Cr

Historical NAV & returns

NAV: ₹32.9047 as on Oct 20, 2025
This fund Category average
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This fund Category average

Sundaram Conservative Hybrid Fund overview

Expense ratio0.86% as on Sep 30, 2025
Exit load0%
AUM (Fund size)21 Cr
Lock-in PeriodNil
Age12 yrs 9 m since Jan 08, 2013
BenchmarkCRISIL Hybrid 85+15 Conservative Index
Min. investment

SIP: 500 & Lumpsum: 5000

RiskModerately HighModerately High Risk
Tax on your gainsProfits are added to your income and taxed as per your slab rate

Sundaram Conservative Hybrid Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Oct 25, 2025

PeriodThis fundCategory average
1 Month 1.02% 1.14%
3 Months 0.49% 1.5%
6 Months 1.02% 3.75%
1 Year 4.67% 7.31%
2 Years 9.14% 11.07%
3 Years 8.32% 10.17%
4 Years 6.69% 8.59%
5 Years 9.27% 10.09%
7 Years 7.97% 9.4%
10 Years 7.69% 8.65%

Asset allocationas on Sep 30, 2025

Large Cap 18.27%

Mid Cap 2.28%

Small Cap 0%

Other Cap 0%

Top sectors

Financial 7.54%

Energy 2.81%

Communication 2.16%

Technology 2.14%

SOV 57.272047%

Cash & Call Money 20.393624%

Others 0.418679%

Top Debt Holdings

GOI 57.28%

Allocation by Instruments

GOI Securities 57.272047%

Repo 18.457458%

Cash/Net Current Assets 1.936166%

Infrastructure Investment Trust 1.36928747%

Other Holdings

Powergrid Infrastructure Investment Trust 1.37%

Others 0.42%

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

Alpha -1.12 vs. 3.58 Underperformed at beating benchmark
Sharpe 0.48 vs. 3.54 Poor risk-adjusted returns
Beta 0.92 vs. 1.2 Less sensitive to market ups & downs
Standard deviation 3.61 vs. 3.48 More volatile performance

Compare Sundaram Conservative Hybrid Fund in detail with

ET Money rank

in Conservative Hybrid
#NA
Ranking for this fund is unavailable.
  • Exit Load: This fund has no exit load.
  • Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
  • Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
  • Return/Risk: The fund is performing poorly than its category.