Sundaram Conservative Hybrid Fund Growth
- Conservative Allocation
- Hybrid
- Moderate Risk
Rating:
2
Key Metrics
Aum
₹18.92 Cr
Expense Ratio
1.89%
Exit Load
0.00%
Min. Investment
₹5,000.00
Min. SIP
₹250.00
Launch Date
8 Mar 2010
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.97% | -- |
| 3 Months | -1.09% | -- |
| 6 Months | +0.82% | -- |
| 1 Year | -1.6% | -1.6% |
| 2 Years | -- | -0.12% |
| 3 Years | +12.78% | +4.09% |
| 5 Years | +22.61% | +4.16% |
| Since Launch | +189.68% | +6.63% |
Holdings as on 5 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps | 9.83 | 51.38 |
| 6.36% Govt Stock 2031 | 5.01 | 26.14 |
| Bharti Airtel | 0.48 | 2.50 |
| Reliance Industries | 0.40 | 2.05 |
| Cash And Other Net Current Assets^ | 0.38 | 1.98 |
| HDFC Bank | 0.37 | 1.90 |
| State Bank of India | 0.26 | 1.34 |
| ICICI Bank | 0.23 | 1.19 |
| Infosys | 0.20 | 1.04 |
| HCL Technologies | 0.20 | 1.00 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
-0.35
Sharpe Ratio
4.17%
Std. Deviation
4.64%
Tracking Error
-6.46%
Alpha
1.17
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bank of India Conservative Hybrid Fund Eco Growth | +1.86% | +5.76% | +9.05% |
| Bank of India Conservative Hybrid Fund Regular Growth | +1.51% | +5.35% | +8.74% |
| Bandhan Conservative Hybrid Fund Regular Plan Growth | +1.14% | +5.79% | +4.56% |
| LIC MF Conservative Hybrid Fund Growth | +1.97% | +5.38% | +4.49% |
| Sundaram Conservative Hybrid Fund Growth | -1.6% | +4.09% | +4.16% |
Results are calculated on CAGR basis
About Fund
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
The Sundaram Conservative Hybrid Fund Growth has an AUM of 18.92 crores & has delivered CAGR of 4.16 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.89%. The minimum investment in Sundaram Conservative Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 250.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps, 6.36% Govt Stock 2031, Bharti Airtel, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Communications Services, Oil & Gas Operations.
Some of the similar funds are Bank of India Conservative Hybrid Fund Eco Growth, Bank of India Conservative Hybrid Fund Regular Growth, Bandhan Conservative Hybrid Fund Regular Plan Growth, LIC MF Conservative Hybrid Fund Growth, Sundaram Conservative Hybrid Fund Growth. Sundaram Conservative Hybrid Fund Growth has a sharpe ratio of -0.35 & a standard deviation of 4.17%.
FAQs
According to the morning star rating Sundaram Conservative Hybrid Fund Growth has a Low risk & Moderate return.
Sundaram Conservative Hybrid Fund Growth is managed by Kumaresh Ramakrishnan,S. Bharath.
The expense ratio of Sundaram Conservative Hybrid Fund Growth is 1.89%.
The 5 year annualized return on Sundaram Conservative Hybrid Fund Growth is 4.16% & it has generated -1.60% in the last 1 year.
The minimum investment in Sundaram Conservative Hybrid Fund Growth is 5000 Rs.
Sundaram Conservative Hybrid Fund Growth has an AUM of 18.92 crores.
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