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SCHEME OVERVIEW

Sundaram Conservative Hybrid Fund Regular Plan - Growth

(Erstwhile Sundaram Monthly Income Plan AGGRESSIVE - Growth)

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Category: Hybrid: Conservative
Launch Date: 01-03-2010
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 1.89% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 18.97 Cr As on (31-07-2026)
Turn over:
NAV as on 04-09-2026

29.4985

-0.01 (-0.019%)

CAGR Since Inception

6.76%

CRISIL Hybrid 85+15 Conservative Index 9.52%

PERFORMANCE of Sundaram Conservative Hybrid Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 04-09-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Conservative Hybrid Fund Regular Plan - Growth 0.44 4.75 5.88 5.66 6.76
Benchmark - - - - -
Hybrid: Conservative 3.59 7.22 7.01 6.93 8.37

Yearly Performance (%)

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Fund Managers

Kumaresh Ramakrishnan, Bharath S

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.

RETURNS CALCULATOR for Sundaram Conservative Hybrid Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Key Performance and Risk Statistics of Sundaram Conservative Hybrid Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Conservative Hybrid Fund Regular Plan - Growth 4.91 -0.15 -1.15 0.24 6.85 11.73
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Conservative Hybrid Fund Regular Plan - Growth 01-03-2010 0.44 1.57 4.75 5.88 5.66
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 6.88 7.17 8.06 7.56 5.34
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 5.63 5.07 8.12 8.23 8.31
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 5.62 5.8 9.54 9.25 0.0
Aditya Birla Sun Life Conservative Hybrid Fund - Regular Plan - Growth 22-05-2004 4.76 5.88 7.97 7.38 7.46
Baroda BNP Paribas Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 4.43 4.3 7.16 6.01 6.66
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 4.43 3.59 5.86 4.76 5.8
DSP Conservative Hybrid Fund- Regular Plan - Growth 11-06-2004 3.99 4.82 8.21 6.82 6.41
Bank Of India Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 3.73 3.22 6.37 9.31 7.02
ICICI Prudential Conservative Hybrid Fund - Regular Plan - Growth 10-03-2004 3.67 5.04 8.36 7.85 8.61

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Conservative Hybrid Fund Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)