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Conservative Hybrid

Sundaram Conservative Hybrid Fund · Direct · Growth

Sundaram Mutual Fund

NAV

₹32.5359

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-0.04%
3Y
+6.04%
5Y
+7.28%
Since Inception
+7.73%

SIP returns (XIRR)

1Y
-0.49%
3Y
+3.74%
5Y
+5.57%
Since Inception
+7.29%

Performance Comparison

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Fund Details

Fund HouseSundaram Mutual Fund
CategoryConservative Hybrid
Launch Date02 Jan 2013
AMFI Code119635
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadExit Load W.E.F 25-2-15 - NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Sundaram Conservative Hybrid Fund · Direct · Growth invests 75-90% in debt instruments and 10-25% in equity, aiming to provide regular income with moderate capital appreciation. It is suitable for conservative investors seeking stable returns with limited equity exposure.

About This Fund

Sundaram Conservative Hybrid Fund · Direct · Growth is a Conservative Hybrid mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations