Sundaram Conservative Hybrid Fund-IDCW Half Yearly Payout
Sundaram Conservative Hybrid Fund-IDCW Half Yearly Payout: Mutual Fund Overview
Sundaram Conservative Hybrid Fund-IDCW Half Yearly Payout is an Conservative Hybrid mutual fund with over 16.01 years of performance history. The scheme manages an AUM of ₹27.21 Cr and has a NAV of ₹19.2742. It is rated '3' 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 5.92%.
Hybrid, Conservative Hybrid, Principal at moderate risk
1 Year Return 5.92% at 12 Mar 2026 07:41 PM
Fund Details
NAV 19.2742
Sub-Type Conservative Hybrid
Rating 3
Min. SIP Amount ₹250.0
Fund Age(Year) 16.01
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 12 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 Technology 44.7 Financial 15.45 Consumer Staples 10.06 Healthcare 9.87 Energy 8.3 Communication 3.47 Diversified 2.92 Others 1.6 Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds HSBC Dividend Yield Equity Fund-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HSBC Dividend Yield Equity Fund-IDCW Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HSBC Dividend Yield Equity Fund-IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds IDFC Strategic Sector (50-50) Equity Fund Plan B-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds IDFC Strategic Sector (50-50) Equity Fund Plan B-IDCW Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Sundaram Growth Fund Institutional-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% 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
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.
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.
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.
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.
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 75674.2
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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