SU
Sundaram Conservative Hybrid Fund Direct Growth
Latest NAV
-0.90% 1Y
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Benchmark: CRISIL Hybrid 85+15 - Conservative Index
Expense ratio
1.13%
AUM
₹19 Cr
Min SIP
₹250
Min lump sum
₹5,000
1Y
-0.90%
3Y (ann.)
+5.01%
5Y (ann.)
+5.10%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹32.26
52-week range
at 30%
₹32.26
Low 30 Mar 2026₹31.84
High 02 Jan 2026₹33.24
Risk level
Moderate
Low
Very high
NAV history
09 Jan 2013
Since inception
05 Oct 2026
Returns by period
1W
-0.52%
1M
-1.91%
3M
-0.90%
6M
+1.22%
1Y
-0.90%
3Y
+5.01%
5Y
+5.10%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹250
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 15 JUN 2026
Equity 19.80%
Cash & other 80.20%
Sector split
Country split
Top 5 hold 9.0%
Top 10 hold 13.3%
22 equity holdings
Equity holdings
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
2.36%
|
-12.11% |
| 2 | Reliance Industries
INE002A01018 |
Energy Oil & Gas Refining & Marketing |
India |
2.09%
|
-15.68% |
| 3 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
2.08%
|
-18.35% |
| 4 | State Bank of India
INE062A01020 |
Financial Services Banks - Regional |
India |
1.31%
|
+8.20% |
| 5 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
1.13%
|
+3.32% |
| 6 | Infosys
INE009A01021 |
Technology Information Technology Services |
India |
1.03%
|
-34.00% |
| 7 | Axis Bank
INE238A01034 |
Financial Services Banks - Regional |
India |
0.88%
|
+8.50% |
| 8 | Bajaj Auto
INE917I01010 |
Consumer Cyclical Auto Manufacturers |
India |
0.85%
|
+6.94% |
| 9 | HCL Technologies
INE860A01027 |
Technology Information Technology Services |
India |
0.84%
|
-29.98% |
| 10 | UltraTech Cement
INE481G01011 |
Basic Materials Building Materials |
India |
0.77%
|
-2.48% |
About this scheme
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
Fund manager(s): Kumaresh Ramakrishnan, S Bharath, Ashish Aggarwal
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹5,000
SIP
Purchase
Switch
STP
SWP
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