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Sundaram Conservative Hybrid Fund - Dir (IDCW-Q)

Conservative Hybrid Fund • OPEN
NAV as of May 21, 2026
₹31.93
1 day change
Returns since inception
7.97%
CAGR
AUM (Fund size)
₹19 Cr
NAV: ₹ 31.93
as on May 21, 2026
Sundaram Conservative Hybrid Fund - Dir (IDCW-Q)

Sundaram Conservative Hybrid Fund - Dir (IDCW-Q) Overview

AUM (Fund size) ₹ 19 Cr
Expense ratio 1.14 %
Exit load Nil
Plan type Direct Fund
Risk Moderate
Lock-in Period Nil
Benchmark CRISIL Hybrid 85+15 - Conservative Index
Min. investment SIP: ₹100    Lumpsum: ₹5,000
Age 13 yrs 4 m since Jan 01, 2013
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
53.92%
Cash & Others
26.64%
Banks
5.61%
IT-Software
2.88%
Telecom-Services
2.28%

Top Holdings

TREPS 52.04%
GSEC2031 26.03%
Bharti Airtel 2.33%
HDFC Bank 2.12%
Reliance Industr 2.11%
SBI 1.35%
Net CA & Others 1.33%
Infosys 1.17%
ICICI Bank 1.13%
HCL Technologies 1.07%

Scheme Information

Sundaram Conservative Hybrid Fund - Dir (IDCW-Q) was launched on 01/01/2013. The fund manages ₹19 Cr in assets. Its current expense ratio is 1.14%.

Fund Manager: Dwijendra Srivastava

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FAQs on Sundaram Conservative Hybrid Fund - Dir (IDCW-Q)

The current expense ratio of Sundaram Conservative Hybrid Fund - Dir (IDCW-Q) is 1.14%.

The AUM of Sundaram Conservative Hybrid Fund - Dir (IDCW-Q) is ₹19 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Conservative Hybrid Fund - Dir (IDCW-Q) allows both SIP and lump sum investments.

The latest NAV is ₹31.93.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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