Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Conservative Hybrid Fund

Holds 22 companies worth ₹3.2 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹18.3 CrSundaram Conservative Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 3.2% on Aug 2026, ₹18.9 Cr.

  • Largest holding

    Bharti Airtel LimitedBharti Airtel Limited is 2.3% of this scheme's NAV.

  • Fund manager

    Kumaresh RamakrishnanRuns its co-manager part since 20 Jul 2010, as the fund house dates it. With Bharath S (co-manager).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202618.3−3.2%
Aug 202618.9−0.3%
Jul 202619+1.5%
Jun 202618.7+0.7%
May 202618.6−2.0%
Apr 202618.9+1.0%
Mar 202618.8−4.6%
Feb 202619.7−0.7%
Jan 202619.8−0.7%
Dec 202519.9−2.9%
Nov 202520.5−0.2%
Oct 202520.6−1.5%
AUM at month end, Sept 2026
₹18 Cr
−10.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202614.00%−0.52 pt
Jun 202614.52%−0.86 pt
Mar 202615.38%+0.22 pt
Dec 202515.15%+0.05 pt
Direct plans' share of AUM, Sept 2026
14.00%
−1.15 pt since Dec 2025
Fig. 2.Sundaram Conservative Hybrid Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Hybrid 85+15 - Conservative Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−1.34%−1.40%––−1.20%
3 months *
−1.15%−1.34%––−0.92%
6 months *
−0.20%−0.60%––+1.75%
1 year
−1.36%−2.05%+1.68%−3.04 pt+2.19%
3 years
+5.26%+4.34%+7.18%−1.92 pt+8.34%
5 years
+5.03%+4.10%+6.14%−1.11 pt+7.38%
10 years
+6.20%+5.21%+7.65%−1.45 pt+7.76%
Since launch
+7.45%+6.57%+8.43%−0.98 pt+9.08%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Hybrid 85+15 - Conservative Index. * From NAVs. Source: AMFI.