Money Lancer
Hybrid: Conservative
Sundaram Mutual Fund
Sundaram Mutual Fund · Hybrid: Conservative

Sundaram Conservative Hybrid Fund Regular Plan - Growth

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Mixed AssetBenchmark · CRISIL Hybrid 85+15 Conservative IndexTER · 1.87%Inception · 01-03-2010
NAV
29.41
+0.11% · as of 15-07-2026
Since inception
6.80%
CAGR
Benchmark (inception)
9.59%
CAGR
Fund size
₹19 Cr
AUM
Expense ratio
1.87%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +6.80% CAGR vs benchmark +9.59%.

Portfolio

Where the money is invested

Top holdings

TREPS51.64%
6.36% GOI 2031 (16-Feb-2031)26.44%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.36%
RELIANCE INDUSTRIES LIMITED EQ2.14%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.01%
Cash and Other Net Current Assets1.64%
STATE BANK OF INDIA EQ NEW RE. 1/-1.25%
ICICI BANK LIMITED EQ NEW FV RS. 2/-1.08%
INFOSYS LIMITED EQ FV RS 51.07%
BAJAJ AUTO LIMITED EQ0.90%

Sector allocation

Financial Services5.87%
Information Technology2.76%
Telecommunication2.36%
Oil, Gas & Consumable Fuels2.14%
Automobile and Auto Components1.88%
Capital Goods1.06%
Healthcare0.98%
Construction Materials0.77%
Construction0.55%
Fast Moving Consumer Goods0.49%
Riskometer
LowVery High
Moderately High

What if you'd SIP'd here?

@ 6.8% p.a.
₹10,000
10 years
Projected value
₹17,21,629
Invested: ₹12,00,000
Gained: ₹5,21,629
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
D
Dwijendra Srivastava, Sandeep Agarwal, Bharath S
Manager since fund inception data not available
ISIN & identifiers
AMFI code
112868
ISIN (Growth)
INF903J01HB0
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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