Sundaram Conservative Hybrid Fund - Direct - Growth
A Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
7.91%
Expense Ratio
0.83%
as of 01/02/2026
AUM
₹2.85 Cr
Qtr End: Dec 25
NAV
₹32.841
as of 02/03/2026
3Y Returns (CAGR)
7.91%
Expense Ratio
0.83%
as of 01/02/2026
AUM
₹2.85 Cr
Qtr End: Dec 25
NAV
₹32.841
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹12.5k
Abs. Returns25.1%
CAGR7.8%
Growth of ₹10.0k
Loading Chart...
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.52% | -2.07% | 3.26% |
| 6M | 1.27% | 2.57% | 2.74% |
| 1Y | 5.12% | 5.12% | 3.09% |
| 3Y | 25.65% | 7.91% | 3.16% |
| 5Y | 47.25% | 8.05% | 3.87% |
Scheme Details
- Launch Date
- 21/01/2010
- Fund Age
- 16.1 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Conservative Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1) - Direct - Growth | 10.14% | 1.09% | ₹238.6 |
| Parag Parikh Conservative Hybrid Fund - Direct - Growth | 11.94% | 0.34% | ₹2,374.57 |
| Axis Conservative Hybrid Fund - Direct - Growth | 9.06% | 1.11% | ₹14.6 |
| Franklin India Conservative Hybrid Fund - Direct - Growth | 10.04% | 0.78% | ₹20.21 |
| UTI Conservative Hybrid Fund - Direct - Growth | 10.32% | 1.26% | ₹133.62 |
| BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND - Direct - Growth | 10.19% | 0.51% | ₹17.08 |
| Canara Robeco Conservative Hybrid Fund - Direct - Growth | 9.22% | 0.76% | ₹287.85 |