Sundaram Conservative Hybrid Fund-IDCW Quarterly Reinvestment
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Hybrid, Conservative Hybrid, Principal at moderate risk
1 Year Return 3.94% at 16 Feb 2026 03:44 PM
Fund Details
NAV 18.5326
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹250.0
Fund Age(Year) 15.95
Fund Size(in Crores) 19.77
Fund Performance
1 Month -0.38%
3 Month -0.41%
6 Month 1.29%
1 Year 3.94%
3 Year 6.82%
5 Year 7.01%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (20.71%) Market Cap Large Cap 18.56 Mid Cap 1.64 Small Cap 0.5 Top Sectors Financial 7.13 Technology 3.28 Energy 2.67 Communication 2.39 Automobile 1.21 Materials 0.8 Healthcare 0.72 Capital Goods 0.58 Chemicals 0.52 Services 0.5 Construction 0.5 Consumer Staples 0.41 Top Holding Jubilant FoodWorks 0.5 Ultratech Cement 0.8 Marico 0.41 Infosys 1.42 Mahindra & Mahindra 0.43 Axis Bank 0.83 Hindustan Aero 0.58 Larsen & Toubro 0.5 State Bank of India 1.42 HDFC Bank 2.68 Reliance Industries 2.12 Kotak Mahindra Bank 0.7 Bharti Airtel 2.39 Alkem Laboratories 0.72 ICICI Bank 1.51 HCL Technologies 1.2 PI Industries 0.52 Tech Mahindra 0.66 Bajaj Auto 0.78 Bharat Petroleum Corporation 0.55
Debt & Others (79.28999999999999%) Sector Allocation Alternative Investment Fund 0.45 Cash/Net Current Assets 22.05 Repo 31.86 Debt Credit Ratings Cash & Call Money 53.9 SOV 24.94 Others 0.45 Debt Category Others 54.35 GOI 24.94
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M 0.36% Ret 1Y 8.48% Ret 3Y 11.51% Ret 5Y 9.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M 0.36% Ret 1Y 8.48% Ret 3Y 11.51% Ret 5Y 9.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.36% Ret 1Y 8.48% Ret 3Y 11.51% Ret 5Y 9.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M 0.85% Ret 1Y 7.98% Ret 3Y 8.58% Ret 5Y 5.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M 0.85% Ret 1Y 7.98% Ret 3Y 8.58% Ret 5Y 5.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M 0.85% Ret 1Y 7.98% Ret 3Y 8.58% Ret 5Y 5.89%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.09% Ret 1Y 5.93% Ret 3Y 7.4% Ret 5Y 6.34%
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
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.
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.
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 2026-01-31
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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