Conservative Hyrbid · Hybrid

Sundaram Conservative Hybrid Fund

Sundaram Asset Management Company Ltd

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Riskometer

Moderate

Size

₹18 cr

Allotted

Not on record

Holdings as of

Not on record

Sundaram Conservative Hybrid Fund is a conservative hyrbid fund of Sundaram Asset Management Company Ltd with ₹18 cr under management. It is ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 0 of 4 periods. Its direct plan charges 1.14% a year.

Has Sundaram Conservative Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 85+15 - Conservative Index, in 0 of 4 periods in AMFI's figures; −1.57% over the last year against +1.42%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−1.23%	−3.60%	—
3 months	−1.49%	−5.03%	—
6 months	−0.81%	−1.83%	—
1 year	−1.69%	−4.06%	+2.37 pts
3 years	+5.01%	+9.27%	−4.26 pts
5 years	+4.90%	+8.00%	−3.10 pts
10 years	+6.18%	+12.69%	−6.51 pts
Since start from 8 Jan 2013	+7.44%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 0 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−1.57%	−2.25%	+1.42%	−2.99	🔒
3y	+5.06%	+4.14%	+6.98%	−1.92	🔒
5y	+4.98%	+4.04%	+6.05%	−1.07	🔒
10y	+6.22%	+5.23%	+7.66%	−1.44	🔒

Ahead in points a year · its rank among Conservative Hyrbid funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026

Fund 181Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹181 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Sundaram Conservative Hybrid Fund cost?

1.14% a year on the direct plan, 1.89% on the regular plan; 11 of 18 funds in its category charge less.

Direct plan

1.14% a year

Category median 0.99%

Regular plan

1.89% a year

Category median 1.83%

Gap

0.75 points

for the same holdings

11 of 18 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Scheme - Conservative Hybrid Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Sundaram Conservative Hybrid Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

What does Sundaram Conservative Hybrid Fund hold?

31 holdings as of None; the ten largest are 71.2% of the fund, the largest 6.53% Government Stock - 07/09/2031 at 26.9%.

Mix

Holdings as of None

Equity82.3%Debt0.5%Cash17.1%Other0.0%

Holdings

28 shares

Top ten

71.2%

of the fund

Effective holdings

5.3

spread, as if equal-weighted

Matched to our table

22%

of the equity

Five largest

% of fund

6.53% Government Stock - 07/09/203126.9%

6.36% Central Government Securities 16/02/203121.4%

Power Finance Corporation Ltd - 6.96% - 02/03/2028**5.41%

BAJAJ HOUSING FINANCE LTD - 7.64% - 01/07/20305.35%

Bajaj Finance Ltd - 8.1167% - 10/05/20272.73%

Five largest industries

% of fund

Sovereign58.7%

CRISIL AAA19.7%

Banks6.20%

Telecom - Services2.80%

It - Software2.50%

How does Sundaram Conservative Hybrid Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Sundaram Conservative Hybrid Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker

Nearest to the Nifty 500: 82% of it differs from the index (an active fund is usually above 60%).

Active share 81.9%60%

Funds that hold much the same

% of holdings in common

quant Gilt Fund26.0% the same

1 shared holdings

Motilal Oswal Nifty 5 year Benchmark G-Sec ETF26.0% the same

1 shared holdings

DSP Dynamic Asset Allocation Fund22.0% the same

18 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Sundaram Conservative Hybrid Fund?

1.14% a year on the direct plan and 1.89% on the regular plan (expense report, Oct 2026).

How has Sundaram Conservative Hybrid Fund done?

Its direct plan returned +5.06% a year over 3 years against +6.98% for its benchmark, CRISIL Hybrid 85+15 - Conservative Index, as of 13 Oct 2026.