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Sundaram Conservative Hybrid Fund
Conservative HybridRank #27
2/5
NAV (2026-09-07)
₹29.47
AUM
₹18.92 Cr
Exp. Ratio: 1.89%
RISK LEVEL
Moderate
Returns & Performance
1 Year0.26%2.46% vs cat avgRank #28
3 Year4.61%2.68% vs cat avgRank #28
5 Year5.88%0.96% vs cat avgRank #21
Since Launch6.76%2.88% vs cat avg
Fund vs Category Average
1Y
0.26%-2.46%
3Y
4.61%-2.68%
5Y
5.88%-0.96%
Pros & Cons
Pros
✔No lock-in period
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (1.89%)
✖1Y category rank outside top 15 (#28)
✖Overall rank #27 in category
✖Returns since launch below category avg
ISININF903J01HB0
NAV₹29.47
NAV Date2026-09-07
AUM₹18.92 Cr
Expense Ratio1.89%
RiskModerate
Rating2 / 5
Min SIP Amount₹250
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26
INVESTMENT OBJECTIVE
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Kumaresh Ramakrishnan
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Conservative Hybrid Fund is ₹29.47 as of 2026-09-07.
Sundaram Conservative Hybrid Fund is classified as a Conservative Hybrid fund.
The Assets Under Management (AUM) of Sundaram Conservative Hybrid Fund is ₹18.92 Cr.
The expense ratio of Sundaram Conservative Hybrid Fund is 1.89%.
Sundaram Conservative Hybrid Fund is managed by Kumaresh Ramakrishnan.
The minimum SIP investment for Sundaram Conservative Hybrid Fund is ₹250.
As per the SEBI Riskometer, Sundaram Conservative Hybrid Fund carries a Moderate risk level.
Sundaram Conservative Hybrid Fund has delivered 0.26% (1Y), 4.61% (3Y) and 5.88% (5Y) annualised returns as of 2026-09-07.
Sundaram Conservative Hybrid Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
