Sundaram Conservative Hybrid Fund - Direct - Growth
Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
5.86%
Expense Ratio
1.13%
as of 01/07/2026
AUM
₹2.77 Cr
Qtr End: Mar 26
NAV
₹32.747
as of 17/07/2026
3Y Returns (CAGR)
5.86%
Expense Ratio
1.13%
as of 01/07/2026
AUM
₹2.77 Cr
Qtr End: Mar 26
NAV
₹32.747
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.85% | 3.44% | 3.04% |
| 6M | -0.63% | -1.26% | 4.22% |
| 1Y | -0.31% | -0.31% | 3.50% |
| 3Y | 18.64% | 5.86% | 3.44% |
| 5Y | 40.43% | 7.03% | 3.98% |
Scheme Details
- Launch Date
- 21/01/2010
- Fund Age
- 16.5 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Conservative Hybrid Fund (Hybrid Scheme)
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