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Sundaram Conservative Hybrid Fund Regular Plan -Income Distribution Cum Capital Withdrawal (IDCW)

Hybrid: Conservative Open Ended Scheme
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NAV
₹ 18.3043 ₹ 0.03 (0.16 %)
as on 22-06-2026
Asset Size (AUM)
18.56 Cr
Launch Date
Mar 08, 2010
Invest in this scheme
Investment Objective
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.
Minimum Investment 5000.0
Minimum Top-up 500.0
Investment Returns Since Launch in Mar 08, 2010
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6.25

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.6 %
Expense Ratio
1.87%
Volatility
4.91 %
Fund House
Sundaram Mutual Fund
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal, Bharath S
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give better returns than fixed income instruments as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 3 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
NIL
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Conservative Hybrid Fund Regular Plan -Income Distribution Cum Capital Withdrawal (IDCW)
Performance

Scheme Performance (%)

Data as on - 22-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Conservative Hybrid Fund Regular Plan -Income Distribution Cum Capital Withdrawal (IDCW) 08-03-2010 -0.98 2.55 5.1 6.28 5.63
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings