Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout
Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout: Mutual Fund Overview
Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout is an Conservative Hybrid mutual fund with over 16.04 years of performance history. The scheme manages an AUM of ₹19.65 Cr and has a NAV of ₹18.0417. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹250.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.3%.
Hybrid, Conservative Hybrid, Principal at moderately high risk
1 Year Return 0.3% at 24 Mar 2026 04:17 PM
Fund Details
NAV 18.0417
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹250.0
Fund Age(Year) 16.04
Fund Size(in Crores) 19.65
Fund Performance
1 Month -2.92%
3 Month -3.25%
6 Month -2.08%
1 Year 0.3%
3 Year 5.93%
5 Year 6.54%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Repo 0.67 Net Payables -0.49 Mutual Fund 99.82 Debt Credit Ratings Debt Category Others 0.18 ICICI Pru Gold ETF 99.82
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-Growth Ret 1M -14.6% Ret 1Y 49.3% Ret 3Y 29.63% Ret 5Y 22.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Ret 1M -14.6% Ret 1Y 49.3% Ret 3Y 29.63% Ret 5Y 22.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Reinvestment Ret 1M -14.6% Ret 1Y 49.3% Ret 3Y 29.63% Ret 5Y 22.8%
Equity, Flexi Cap funds Angel One Gold ETF FoF Regular - Growth Ret 1M -14.0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Gold and Silver Passive FoF Regular - Growth Ret 1M -18.98% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Gold Fund Regular-Growth Ret 1M -15.97% Ret 1Y 46.61% Ret 3Y 29.04% Ret 5Y 22.46%
Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Payout Ret 1M -15.97% Ret 1Y 46.61% Ret 3Y 29.04% Ret 5Y 22.46%
Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Reinvestment Ret 1M -15.97% Ret 1Y 46.61% Ret 3Y 29.04% Ret 5Y 22.46%
Equity, Flexi Cap funds Bandhan Gold ETF FoF Regular - Growth Ret 1M -15.67% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Gold ETF FoF Regular - Growth Ret 1M -14.87% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Gold ETF FoF Regular - Growth Ret 1M -15.25% Ret 1Y 47.93% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.14%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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.
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2010-03-08
Total AUM 76017.49
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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Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout FAQs
How to invest in Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
Investing in Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The term expense ratio for Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout is 1.14% as of 24 Mar 2026.
What is the NAV of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The NAV of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout is ₹18.0417 as of 24 Mar 2026.
What is the AUM of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The AUM (Assets Under Management) of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout is ₹19.65 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The PE ratio of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
Yes, you can invest in Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout in the last 5 years?
The return of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout in the last 5 years is 6.54%.
What is the minimum SIP investment required in Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The minimum SIP investment in Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout, the minimum SIP amount is ₹250.0.
What is the current NAV of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The NAV of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout, as of 24 Mar 2026, is ₹18.0417.
Who manages the Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The fund managers responsible for Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout are:
- Ashish Aggarwal
- Bharath S.
- Dwijendra Srivastava
- Sandeep Agarwal