Sundaram Conservative Hybrid Fund - Direct - Growth
Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
5.48%
Expense Ratio
1.13%
as of 01/08/2026
AUM
₹2.53 Cr
Qtr End: Jun 26
NAV
₹32.808
as of 02/09/2026
3Y Returns (CAGR)
5.48%
Expense Ratio
1.13%
as of 01/08/2026
AUM
₹2.53 Cr
Qtr End: Jun 26
NAV
₹32.808
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.79% | 7.35% | 2.51% |
| 6M | 0.38% | 0.75% | 3.92% |
| 1Y | 1.00% | 1.00% | 3.42% |
| 3Y | 17.35% | 5.48% | 3.45% |
| 5Y | 33.54% | 5.96% | 3.38% |
Scheme Details
- Launch Date
- 21/01/2010
- Fund Age
- 16.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Conservative Hybrid Fund (Hybrid Scheme)
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