Sundaram Conservative Hybrid Fund-IDCW Monthly Reinvestment
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Hybrid, Conservative Hybrid, Principal at moderate risk
1 Year Return 5.92% at 22 Dec 2025 06:25 PM
Fund Details
NAV 13.4752
Sub-Type Conservative Hybrid
Rating 3
Min. SIP Amount ₹250.0
Fund Age(Year) 15.79
Fund Size(in Crores) 27.21
Fund Performance
1 Month -0.22%
3 Month 2.54%
6 Month 3.39%
1 Year 5.92%
3 Year 8.71%
5 Year 8.95%
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 (98.05%) Market Cap Mid Cap 32.65 Small Cap 31.89 Large Cap 33.51 Top Sectors Metals & Mining 50.37 Chemicals 29.43 Materials 15.72 Others 0.92 Capital Goods 0.67 Energy 0.62 Consumer Staples 0.31 Top Holding Hindustan Zinc 0.43 MOIL 0.27 National Aluminium Company 2.06 Hindalco Industries 3.91 SRF 1.95 Deepak Nitrite 1.71 Tatva Chintan Pharma Chem 0.26 JK Cement 0.07 Astec Lifesciences 0.34 DCM Shriram 0.06 PI Industries 1.1 RHI Magnesita 0.14 Ultratech Cement 5.38 UPL 6.08 Vedanta 7.52 Supreme Petrochem 0.05 ACC 1.45 NMDC 0.7 Aarti Industries 2.49 Gujarat Gas 0 NOCIL 0.39 Fine Organic Industries 0.26 JSW Steel 8.01 APL Apollo Tubes 2.93 Paradeep Phosphates 1.94 Graphite India 0.53 Dalmia Bharat 0.95 Alkyl Amines Chemicals 0.08 Ambuja Cements 6.43 Sudarshan Chemical Industries 0.05 Torrent Power 0.62 Tata Steel 1.82 Jindal Steel 8.68 Jindal Stainless 7.12 Southern Copper (SCCO) 2.68 Atul 2.16 Laxmi Organic Industries 0.86 Sagar Cements 1 Usha Martin 4.25 Deepak Fertilisers And Petrochemicals Corporation 1.89 Thirumalai Chemicals 0.37 Gujarat Fluorochemicals 0.41 Freeport McMoran Copper & Gold 0.92 Balrampur Chini Mills 0.31 Navin Fluorine International 3.65 Gujarat Narmada Fert & Chem 0.31 Camlin Fine Sciences 2.41 Chemplast Sanmar 0.52 Archean Chemical Industries 0.54
Debt & Others (1.95%) Sector Allocation Repo 1.79 Net Payables -0.09 Treasury Bills 0.16 Debt Credit Ratings Debt Category Reserve Bank of India 0.16 Others 1.79
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.08% Ret 1Y 2.05% Ret 3Y 12.52% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.15%
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.
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.
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) 23
Date of Incorporation 2010-03-08
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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