Sundaram Conservative Hybrid Fund - Direct - Growth
Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
5.31%
Expense Ratio
1.13%
as of 01/08/2026
AUM
₹2.53 Cr
Qtr End: Jun 26
NAV
₹32.365
as of 16/10/2026
3Y Returns (CAGR)
5.31%
Expense Ratio
1.13%
as of 01/08/2026
AUM
₹2.53 Cr
Qtr End: Jun 26
NAV
₹32.365
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.13% | -4.44% | 2.95% |
| 6M | -0.32% | -0.65% | 3.00% |
| 1Y | -1.47% | -1.47% | 3.55% |
| 3Y | 16.79% | 5.31% | 3.45% |
| 5Y | 27.46% | 4.97% | 3.41% |
Scheme Details
- Launch Date
- 21/01/2010
- Fund Age
- 16.7 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Conservative Hybrid Fund (Hybrid Schemes)
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