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Sundaram Conservative Hybrid Fund Direct growth
Hybrid • Conservative • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct growth
Launched On
01 Jan 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹32.43
-0.0583% (0.00)
AUM
₹20 Cr
Expense ratio
0.83%
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Technology
Communication Services
Consumer Cyclical
Energy
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
S. Bharath
Experience: 7.93 yrs • Total AUM: 2,27,747 Cr
Dwijendra Srivastava
Experience: 15.72 yrs • Total AUM: 3,42,827 Cr
Sandeep Agarwal
Experience: 13.87 yrs • Total AUM: 3,05,159 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.