Hybrid
●
Conservative Hybrid
Current NAV
₹29.36
Expense Ratio
2.19%
Min SIP
₹250
Fund Size
₹27Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil
Alpha
-0.15%
Beta
1.10
Sharpe Ratio
0.107787
Risk
7.01%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(4.01)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Dwijendra Srivastava
Sundaram Conservative Hybrid FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Ans.
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Ans. The Sundaram Conservative Hybrid Fund has an AUM of ₹26.70 Cr as on 8/12/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 8.73%. The risk is Moderate against the category average of 28.56.
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.
Ans. There is no lock-in period applicable on Sundaram Conservative Hybrid Fund.
Ans. The expense ratio of Sundaram Conservative Hybrid Fund is 2.19%.