Sundaram Conservative Hybrid Fund - Direct - Growth
A Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
6.44%
Expense Ratio
1.13%
as of 01/04/2026
AUM
₹2.85 Cr
Qtr End: Dec 25
NAV
₹32.459
as of 17/04/2026
3Y Returns (CAGR)
6.44%
Expense Ratio
1.13%
as of 01/04/2026
AUM
₹2.85 Cr
Qtr End: Dec 25
NAV
₹32.459
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.50% | -5.87% | 5.25% |
| 6M | -1.35% | -2.69% | 4.05% |
| 1Y | -0.55% | -0.55% | 3.47% |
| 3Y | 20.60% | 6.44% | 3.38% |
| 5Y | 44.41% | 7.63% | 3.95% |
Scheme Details
- Launch Date
- 21/01/2010
- Fund Age
- 16.2 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 | 8.94% | 1.01% | ₹238.6 |
| Parag Parikh Conservative Hybrid Fund - Direct - Growth | 10.67% | 0.34% | ₹2,374.57 |
| BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND - Direct - Growth | 9.40% | 0.51% | ₹11.79 |
| SBI CONSERVATIVE HYBRID FUND - Direct - Growth | 9.82% | 1.04% | ₹1,304.99 |
| Axis Conservative Hybrid Fund - Direct - Growth | 7.73% | 1.17% | ₹14.6 |
| Franklin India Conservative Hybrid Fund - Direct - Growth | 9.16% | 0.68% | ₹20.21 |
| Canara Robeco Conservative Hybrid Fund - Direct - Growth | 8.40% | 0.65% | ₹287.85 |