Sundaram Conservative Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Conservative Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹19 Cr

Lock In Period

N/A

Expense Ratio

1.89

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

Sundaram Conservative Hybrid Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.390.411.53
6M-0.642.3611.03
1Y0.815.2814.16
3Y4.9815.4635.78

Portfolio Analysis

  • Equity: 20.10%
  • Debt: 79.42%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd1.97%
2. ICICI Bank Ltd1.21%
3. Axis Bank Ltd0.78%
4. Kotak Mahindra Bank Ltd0.69%

1. Infosys Ltd1.02%
2. HCL Technologies Ltd0.99%
3. Tech Mahindra Ltd0.87%

1. Bharti Airtel Ltd2.50%

1. Reliance Industries Ltd2.07%

1. State Bank of India1.30%

1. Alkem Laboratories Ltd0.76%
2. Lupin Ltd0.25%
No Data Found
No Data Found

About Fund Sundaram Conservative Hybrid Fund Growth

Sundaram Conservative Hybrid Fund Growth managed by Sundaram Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹19 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 1.89. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

S Bharath

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Conservative Hybrid Fund Growth018 CR1.89
HSBC Conservative Hybrid Fund Growth0153 CR2.17
Parag Parikh Conservative Hybrid Fund Growth53,473 CR0.65
Fund Name1Y3Y
This FundSundaram Conservative Hybrid Fund Growth0.807115.7071
This FundHSBC Conservative Hybrid Fund Growth3.664829.616
This FundParag Parikh Conservative Hybrid Fund Growth5.478134.5397

Sundaram Conservative Hybrid Fund Growth FAQs

Sundaram Conservative Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Conservative Hybrid Fund Growth is 1.89. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Conservative Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 0.39%
  • 6 Months : -0.64%
  • 1 Year : 0.81%
  • 3 Years : 4.98%
Returns of Sundaram Conservative Hybrid Fund Growth are updated daily based on NAV of ₹ 29.59 as on Aug 18,2026. Since inception, the return has been 15.71%.

You can invest in Sundaram Conservative Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Conservative Hybrid Fund Growth is ₹19 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Conservative Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.