Sundaram Conservative Hybrid Fund Direct Plan-IDCW Monthly Payout
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Hybrid, Conservative Hybrid, Principal at moderate risk
1 Year Return 6.93% at 22 Dec 2025 06:30 PM
Fund Details
NAV 13.6387
Sub-Type Conservative Hybrid
Rating 3
Min. SIP Amount ₹250.0
Fund Age(Year) 12.95
Fund Size(in Crores) 27.21
Fund Performance
1 Month -0.14%
3 Month 2.78%
6 Month 3.83%
1 Year 6.93%
3 Year 9.73%
5 Year 9.92%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (92.64%) Market Cap Large Cap 59.32 Small Cap 22.43 Mid Cap 10.89 Top Sectors Financial 36.97 Technology 9.95 Healthcare 7.58 Capital Goods 7.5 Energy 5.62 Communication 4.32 Automobile 3.9 Construction 3.59 Insurance 3.5 Chemicals 2.8 Materials 2.69 Consumer Staples 2.48 Services 1.74 Top Holding Samvardhana Motherson 2.64 GAIL (India) 1.8 Cholamandalam Investment and Finance Company 4.15 Infosys 3.36 Tech Mahindra 2.09 ICICI Bank 5.89 Polycab India 2.82 Kirloskar Oil Engines 2.86 Westlife Foodworld 1.74 Prudent Corporate Advisory Services 1.34 The Phoenix Mills 3.59 Bharti Airtel 4.32 PG Electroplast 1.82 HDFC Bank 5.04 Manappuram Finance 1.92 Century Plyboards (India) 2.69 Coromandel International 2.8 Cohance Lifesciences 1.23 Bajaj Finance 6.59 Syngene International 2.36 Power Fin. Corp. 1.97 Axis Bank 4.87 Mrs. Bectors Food Specialities 2.48 SBI Life Insurance Company 3.5 Coforge 4.5 State Bank of India 5.2 Ipca Laboratories 3.99 Bharat Petroleum Corporation 3.82 Hero Motocorp 1.26
Debt & Others (7.36%) Sector Allocation Cash Margin 0.74 Reverse Repo 6.2 Net Receivables 0.42 Debt Credit Ratings Debt Category Others 7.36
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.16%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Ashish Aggarwal
Education Mr. Aggarwal has done BE, PGPM
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 26
Date of Incorporation 2013-01-08
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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