Item: Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option

32.457 (0.090%)

NAV on September 05, 2025

Category Allocation:
Conservative Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Extensive Sensitivity
High Quality

Total Assets 21 cr

Turnover Ratio 101.75%

Expense Ratio 1.16%

Exit Load -

Returns

1M: -0.52%
1Y: 3.82%
3M: -0.95%
3Y: 8.02%
6M: 4.21%
5Y: 9.23%

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Dwijendra Srivastava (Since over 13 years) S. Bharath (Since over 3 years) Sandeep Agarwal (Since almost 13 years) Ashish Aggarwal (Since over 3 years)

ISIN INF903J01OP6

Fund Family Sundaram

P/E Ratio 20.21

P/B Ratio 3.03

Launch Date January 01, 2013

Benchmark CRISIL Hybrid 85+15 - ConservativeTR INR

Avg. Maturity 12.73 years

Yield To Maturity (%) 6.36%

SECTOR WEIGHTINGS (%)

Financial 35.23%

Industrial 2.0%

Technology 10.06%

Basic Materials 8.64%

Consumer Cyclical 8.43%

Utilities Services 5.94%

Healthcare Services 2.91%

Energy Services 12.65%

Communication Services 9.80%

Consumer Defensive 4.34%

Real Estate 0.00%

RISK MEASURES (3 yrs)

vs CRISIL Hybrid 85+15 - ConservativeTR INR

Alpha -0.90

Beta 1.16

R-Squared 91.28

Info Ratio -0.59

Tracking Err 1.18

Sortino 0.450

Sharpe 0.289

Std Dev 3.712

Risk Average

Top Rated
Top Performing

Top Conservative Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	75.233	8.01%	1,533 cr	0.94%	Low
ICICI Prudential Regular Savings Fund Direct Plan Growth	84.138	7.23%	3,237 cr	0.97%	Low
Parag Parikh Conservative Hybrid Fund Direct Growth	15.251	6.39%	2,953 cr	0.34%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	72.424	5.79%	0 cr	0.73%	Average
SBI Conservative Hybrid Fund Direct Plan Growth	79.645	5.12%	9,787 cr	1.08%	Below Average
Kotak Debt Hybrid Direct Growth	67.268	3.87%	3,111 cr	0.48%	Above Average
HDFC Hybrid Debt Fund Direct Plan Growth Option	86.927	3.63%	3,374 cr	1.16%	Above Average

Best Conservative Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Nippon India Conservative Hybrid Fund Direct Plan Growth Plan	64.370	8.36%	892 cr	1.1%	Low
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	75.233	8.01%	1,533 cr	0.94%	Low
ICICI Prudential Regular Savings Fund Direct Plan Growth	84.138	7.23%	3,237 cr	0.97%	Low
HSBC Conservative Hybrid Fund Growth Direct Plan	69.407	6.72%	163 cr	1.23%	High
Parag Parikh Conservative Hybrid Fund Direct Growth	15.251	6.39%	2,953 cr	0.34%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	72.424	5.79%	0 cr	0.73%	Average
Kotak Debt Hybrid Direct Growth	67.268	3.87%	3,111 cr	0.48%	Above Average