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Sundaram Conservative Hybrid Fund
HybridConservative Hybrid
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Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹32.23
Total Expense Ratio
1.13%
Base Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹18Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.15%
Beta
1.07
Sharpe Ratio
-0.086585
Risk
5.26%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-1.36)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- HDFC Conservative Hybrid Fund
- DSP Conservative Hybrid Fund
- Bank of India Conservative Hybrid Fund
- LIC MF Conservative Hybrid Fund
- Parag Parikh Conservative Hybrid Fund
- Canara Robeco Conservative Hybrid Fund
- SBI Conservative Hybrid Fund
- Sundaram Conservative Hybrid Fund
- Baroda BNP Paribas Conservative Hybrid Fund
- UTI Conservative Hybrid Fund
- HSBC Conservative Hybrid Fund
- Axis Conservative Hybrid Fund
- Aditya Birla Sun Life Conservative Hybrid Fund
- Franklin India Conservative Hybrid Fund
- ICICI Prudential Conservative Hybrid Fund
- Aditya Birla Sun Life Conservative Hybrid Fund
- Nippon India Conservative Hybrid Fund
- Bandhan Conservative Hybrid Fund
- Kotak Conservative Hybrid Fund
- HSBC Monthly Income Plan
K
Kumaresh Ramakrishnan
Sundaram Mutual FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Sundaram Conservative Hybrid Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Sundaram Conservative Hybrid Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Sundaram Conservative Hybrid Fund has an AUM of ₹18.32 Cr as on 10/9/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 6.82%. The risk is Moderate against the category average of 21.9.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Sundaram Conservative Hybrid Fund.
Ans. The expense ratio of Sundaram Conservative Hybrid Fund is 1.13%.