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Mutual Funds

Sundaram Conservative Hybrid Fund

Su

Sundaram Conservative Hybrid Fund

Conservative HybridRank #28
2/5

NAV (2026-07-14)

29.37

AUM

₹18.69 Cr

Exp. Ratio: 1.87%

RISK LEVEL

Moderate

Returns & Performance

1 Year-1.22%3.93% vs cat avgRank #28
3 Year4.89%2.74% vs cat avgRank #28
5 Year6.20%1.07% vs cat avgRank #22
Since Launch6.81%--

Fund vs Category Average

1Y
-1.22%-3.93%
3Y
4.89%-2.74%
5Y
6.20%-1.07%

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 (1.87%)
1Y category rank outside top 15 (#28)
Overall rank #28 in category
ISININF903J01HB0
NAV₹29.37
NAV Date2026-07-14
AUM₹18.69 Cr
Expense Ratio1.87%
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.

Top Holdings

Holdings data not available for this scheme