Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout
Hybrid, Conservative Hybrid, Principal at moderate risk
1 Year Return -2.4% at 08 Jun 2026 01:20 PM
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 16.25 years of performance history. The scheme manages an AUM of ₹18.92 Cr and has a NAV of ₹18.1322. 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 -2.4%.
Fund Details
NAV 18.1322
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹250.0
Fund Age(Year) 16.25
Fund Size(in Crores) 18.92
Fund Performance
1 Month -0.33%
3 Month -1.88%
6 Month -3.01%
1 Year -2.4%
3 Year 4.86%
5 Year 6.16%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (19.9%) Market Cap Large Cap 17.48 Mid Cap 1.92 Small Cap 0.51 Top Sectors Financial 5.95 Technology 2.73 Communication 2.39 Energy 2.27 Automobile 1.85 Capital Goods 0.99 Healthcare 0.96 Materials 0.77 Construction 0.53 Chemicals 0.52 Services 0.51 Consumer Staples 0.45 Top Holding Alkem Laboratories 0.71 Axis Bank 0.8 Bajaj Auto 0.84 Bharti Airtel 2.39 Cummins India 0.42 HCL Technologies 0.89 HDFC Bank 2.04 Hindustan Aero 0.57 ICICI Bank 1.07 Infosys 1.07 Jubilant FoodWorks 0.51 Kotak Mahindra Bank 0.68 Larsen & Toubro 0.53 Lupin 0.24 Mahindra & Mahindra 0.57 Marico 0.45 PI Industries 0.52 Reliance Industries 2.27 State Bank of India 1.35 Tata Motors 0.43 Tech Mahindra 0.78 Ultratech Cement 0.77
Debt & Others (80.09%) Sector Allocation Alternative Investment Fund 0.48 Cash/Net Current Assets 1.44 GOI Securities 25.98 Debt Credit Ratings Cash & Call Money 53.63 SOV 25.98 Others 0.48 Debt Category Others 54.11 GOI 25.98
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M 0.18% Ret 1Y 1.92% Ret 3Y 9.89% Ret 5Y 8.65%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M 0.18% Ret 1Y 1.92% Ret 3Y 9.89% Ret 5Y 8.65%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.18% Ret 1Y 1.92% Ret 3Y 9.89% Ret 5Y 8.65%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M 0.31% Ret 1Y 3.01% Ret 3Y 7.49% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M 0.31% Ret 1Y 3.01% Ret 3Y 7.49% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.01% Ret 3Y 7.49% Ret 5Y 5.6%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.29% Ret 1Y -0.3% Ret 3Y 5.73% Ret 5Y 5.39%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.87%
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) 28
Date of Incorporation 2010-03-08
Total AUM 75523.59
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 1.87% as of 08 Jun 2026.
What is the NAV of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The NAV of Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout is ₹18.1322 as of 08 Jun 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 ₹18.92 Cr as of 08 Jun 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 6.16%.
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 08 Jun 2026, is ₹18.1322.
Who manages the Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout?
The fund managers responsible for Sundaram Conservative Hybrid Fund-IDCW Quarterly Payout are:
- Sandeep Agarwal
- Dwijendra Srivastava
- Bharath S
- Ashish Aggarwal