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Sundaram Mutual Fund · Hybrid: Conservative
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Mixed AssetBenchmark · CRISIL Hybrid 85+15 Conservative IndexTER · 1.88%Inception · 01-03-2010
NAV
₹29.03
+0.27% · as of 14-05-2026
Since inception
6.79%
CAGR
Benchmark (inception)
9.55%
CAGR
Fund size
₹0 Cr
AUM
Expense ratio
1.88%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +6.79% CAGR vs benchmark +9.55%.
Portfolio
Where the money is invested
Top holdings
TREPS27.67%
Cash & Other Net Current Assets26.63%
6.36% Government of India (16/02/2031)26.25%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.28%
RELIANCE INDUSTRIES LIMITED EQ2.15%
HDFC BANK LIMITED EQ NEW FV RE. 1/-1.95%
STATE BANK OF INDIA EQ NEW RE. 1/-1.25%
INFOSYS LIMITED EQ FV RS 51.14%
ICICI BANK LIMITED EQ NEW FV RS. 2/-1.03%
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-1.00%
Sector allocation
Financial Services5.61%
Information Technology2.88%
Telecommunication2.28%
Oil, Gas & Consumable Fuels2.15%
Automobile and Auto Components1.30%
Capital Goods1.25%
Healthcare0.96%
Construction Materials0.72%
Construction0.47%
Consumer Services0.46%
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 6.8% p.a.₹10,000
10 years
Projected value
₹17,20,670
Invested: ₹12,00,000
Gained: ₹5,20,670
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
D
Dwijendra Srivastava, Sandeep Agarwal, Bharath S
Manager since fund inception data not available
ISIN & identifiers
AMFI code
112868
ISIN (Growth)
INF903J01HB0
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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+3.9%
3Y
+10.2%
5Y
+0.0%
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