Sundaram Conservative Hybrid-G

Fund Category: Conservative Hybrid

Fund Category Conservative Hybrid

Moderately High Hybrid G

3 Morning Star

3 Value Research

NAV( 22 May 2025)

₹ 29.7

0.29%

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Sundaram Conservative Hybrid-G

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Performance

8.68%3y Returns

-0.21% 1D Returns

Investment details

Min SIP amount

₹ 250
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.15%
Exit load

NIL

L After 365 days

Fund details

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Fund size

₹ 27 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 %
GOI Sec 7.09 05/08/2054	19.01%
GOI Sec 7.30 19/06/2053	19.47%
ICICI Prudential Life Insurance Company Ltd	0.45%
PI Industries Ltd	0.43%
Cash/Net Current Assets	1.48%
Alkem Laboratories Ltd	0.47%
Grasim Industries Ltd	0.45%
HCL Technologies Ltd	1.06%
HDFC Bank Ltd	2.99%
ICICI Bank Ltd	2.19%
Axis Bank Ltd	0.87%
Bajaj Auto Ltd	0.47%
Bharat Petroleum Corporation Ltd	0.57%
Bharti Airtel Ltd	1.71%
Ultratech Cement Ltd	0.53%
United Spirits Ltd	0.51%
GOI Sec 7.10 08/04/2034	3.84%
Powergrid Infrastructure Investment Trust InvITs	0.88%
CDMDF Class A2	0.31%
Bharti Airtel Ltd PPE	0.11%
Jubilant FoodWorks Ltd	0.52%
Repo	35.59%
Reliance Industries Ltd	1.75%
State Bank of India	0.75%
Infosys Ltd	0.96%
ITC Ltd	0.62%
Kotak Mahindra Bank Ltd	0.55%
Larsen & Toubro Ltd	0.49%
Marico Ltd	0.52%
Maruti Suzuki India Ltd	0.45%

Sectors

Company	Allocation %
Others	37.38%
Automobile	0.92%
Construction	0.49%
Consumer Staples	1.65%
Materials	0.98%
Financial	7.35%
Chemicals	0.43%
Services	1.40%
Sovereign	42.32%
Energy	2.32%
Technology	2.02%
Insurance	0.45%
Healthcare	0.47%
Communication	1.82%

Risk Associated

Moderately High

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

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 67,047 Cr
Website

http://www.sundarammutual.com

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.

Fund Manager

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Dwijendra Srivastava

Funds Offered

20
AUM

₹ 26,954 Cr
Highest Return

15.09%

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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Frequently Asked Questions

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What is the current NAV of Sundaram Conservative Hybrid-G?

The current NAV of Sundaram Conservative Hybrid-G is ₹ 29.7029

How much does Sundaram Conservative Hybrid-G charge as expense ratio?

The expense ratio of Sundaram Conservative Hybrid-G is 2.15%

How to Redeem Sundaram Conservative Hybrid-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Conservative Hybrid-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Conservative Hybrid-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Conservative Hybrid-G based on your investment objective and risk profile.

What is the return of Sundaram Conservative Hybrid-G?

For Sundaram Conservative Hybrid-G, 3-year return is 8.68% per annum and 5-year return is 9.8% per annum. Check the return performance in detail on the page.