Sundaram Conservative Hybrid-G

Fund Category: Conservative Hybrid

Fund Category Conservative Hybrid

Moderate Hybrid G

2 Morning Star

2 Value Research

NAV( 17 Dec 2025)

₹ 29.83
0.1%

Sundaram Conservative Hybrid-G

Invest now

Performance

6.85%3y Returns

-0.09% 1D Returns

Investment details

  • Min SIP amount

    ₹ 250
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.85%
  • Exit load

    NIL
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 21 Cr
  • Plan

    REGULAR
  • Launch date

    25 Jan 2010
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 85+15 Conservative Index
  • ISIN

    INF903J01HB0

Fund allocation

Asset allocation

Company holdings
Company Allocation %
Mahindra & Mahindra Ltd 0.6%
Marico Ltd 0.52%
Bharat Petroleum Corporation Ltd 0.7%
Reliance Industries Ltd 2.52%
HCL Technologies Ltd 1.11%
PI Industries Ltd 0.53%
GOI Sec 7.24 18/08/2055 10.03%
GOI Sec 6.68 07/07/2040 19.04%
Tech Mahindra Ltd 0.55%
Repo 47.08%
Axis Bank Ltd 0.75%
Bajaj Auto Ltd 0.71%
Hindustan Aeronautics Ltd 0.55%
Jubilant FoodWorks Ltd 0.59%
HDFC Bank Ltd 3.27%
Kotak Mahindra Bank Ltd 0.7%
Larsen & Toubro Ltd 0.5%
Infosys Ltd 1.33%
Ultratech Cement Ltd 0.71%
ICICI Bank Ltd 1.69%
State Bank of India 1.24%
Cash/Net Current Assets 1.71%
Alkem Laboratories Ltd 0.69%
CDMDF Class A2 0.43%
Bharti Airtel Ltd 2.46%
Sectors
Company Allocation %
Others 49.22%
Automobile 1.31%
Construction 0.50%
Consumer Staples 0.52%
Materials 0.71%
Financial 7.65%
Capital Goods 0.55%
Chemicals 0.53%
Services 0.59%
Sovereign 29.07%
Energy 3.22%
Technology 2.99%
Healthcare 0.69%
Communication 2.46%

Risk Associated

Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    21
  • AUM

    ₹ 32,696 Cr
  • Highest Return

    14.22%
About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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