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

33.059 (0.120%)

NAV on December 12, 2025

Category Allocation:
Conservative Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Moderate Sensitivity
High Quality

Total Assets 21 cr

Turnover Ratio 101.75%

Expense Ratio 0.86%

Exit Load -

Returns

1M: 0.27%
1Y: 4.26%
3M: 1.64%
3Y: 7.87%
6M: 1.57%
5Y: 8.73%

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 about 13 years) Ashish Aggarwal (Since almost 4 years)

ISIN INF903J01OP6

Fund Family Sundaram

P/E Ratio 22.51

P/B Ratio 3.52

Launch Date January 01, 2013

Benchmark CRISIL Hybrid 85+15 - ConservativeTR INR

Avg. Maturity 10.59 years

Yield To Maturity (%) 6.52%

SECTOR WEIGHTINGS (%)

Financial 35.22%

Industrial 4.83%

Technology 13.79%

Basic Materials 5.69%

Consumer Cyclical 8.7%

Utilities Services 0.0%

Healthcare Services 3.19%

Energy Services 14.84%

Communication Services 11.32%

Consumer Defensive 2.42%

Real Estate 0.00%

RISK MEASURES (3 yrs)

vs CRISIL Hybrid 85+15 - ConservativeTR INR

Alpha -1.31

Beta 1.18

R-Squared 92.16

Info Ratio -0.93

Tracking Err 1.11

Sortino 0.511

Sharpe 0.326

Std Dev 3.550

Risk Average

Top Rated
Top Performing

Top Conservative Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Regular Savings Fund Direct Plan Growth	85.695	8.22%	3,375 cr	1.00%	Low
Parag Parikh Conservative Hybrid Fund Direct Growth	15.608	7.50%	3,168 cr	0.34%	Below Average
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	76.792	7.47%	1,549 cr	0.93%	Low
SBI Conservative Hybrid Fund Direct Plan Growth	81.106	6.08%	9,977 cr	1.05%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	72.424	5.79%	0 cr	0.73%	Average
HDFC Hybrid Debt Fund Direct Plan Growth Option	88.773	4.97%	3,373 cr	1.17%	Above Average
Kotak Debt Hybrid Direct Growth	68.688	4.90%	3,132 cr	0.48%	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	66.534	10.15%	923 cr	1.09%	Low
Bandhan Conservative Hybrid Fund Direct Plan Growth	37.471	8.60%	103 cr	1.04%	Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	85.695	8.22%	3,375 cr	1.0%	Low
Parag Parikh Conservative Hybrid Fund Direct Growth	15.608	7.50%	3,168 cr	0.34%	Below Average
DSP Regular Saving Fund Direct Plan Growth	67.569	6.92%	180 cr	0.48%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	72.424	5.79%	0 cr	0.73%	Average
Kotak Debt Hybrid Direct Growth	68.688	4.90%	3,132 cr	0.48%	Above Average