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).

Overview^{(8 Oct 2026)}

Fund managers2

Kumaresh RamakrishnanCo-manager · Jul 2010 · 31y · B.E.
Bharath SCo-manager · Jul 2010 · 23y · CMA MBA B.Com

Key facts

Benchmark: CRISIL Hybrid 85+15 - Conservative Index
Risk: Moderate
Expense: Regular 1.89% · Direct 1.14%
Exit load: Nil
Started: 8 Mar 2010
Minimum: For first investment - Rs.5000/-

Source.Its Scheme Summary Document as of 8 Oct 2026 at AMFI.

What changed^{(0 changes)}

Nothing has changed in its documents since Sept 2026.

Source.Its filings at NSE, since Sept 2026.

Fund managers over time^{(Jul 2010 – now)}

MainCoSlice20112013201520172019202120232025

Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs^{(Oct 2026 – Oct 2026)}

Every change to the expense ratio, newest first.
1 filing	Regular	Direct	Δ pt
8 Oct 2026	1.89%	1.14%	–

Direct plan, 8 Oct 2026

1.14%

Regular plan 1.89% · Exit load nil

Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

Objective and risk^{(8 Oct 2026)}

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.

Risk, type and benchmark

Riskometer: Moderate
Type: An open ended hybrid scheme investing predominantly in debt instruments
Benchmark: CRISIL Hybrid 85+15 - Conservative Index

Asset allocation it may hold% of NAV

Equity & Equity related instruments
Allowed10–25%Holds17.8%
Debt instruments
Allowed75–90%Holds82.2%
Investment in InvITs
Allowed0–10%Holds0.0%

Holds in Sept 2026.17.8% equity · 82.2% debt and cash

How to invest^{(8 Oct 2026)}

Buying

To start: For first investment - Rs.5000/-, then any amount thereafter
To add: ₹500, then any amount thereafter
Systematic: SIP: Weekly, Monthly and Quarterly; STP: Daily, Weekly, Monthly, Quarterly; SWP: Monthly; Quarterly, Half-Yearly and Annually
Dates: Any Day (1st to 31st), Weekly (All Working days)
Minimum: SIP: Weekly, Monthly, Quarterly: Rs. 1000, STP: Daily, Weekly: Rs.1000, Monthly: Rs.250, Quarterly: Rs.750; SWP: Monthly and Quarterly: Rs.500;, then in multiples of ₹1
Instalments: Minimum Six installments

Selling and switching

To redeem: ₹500 or 50 units units
Switch minimum: Same as redemption

Scheme details^{(8 Oct 2026)}

What it is

Category: Debt Oriented Hybrid
Offer: 25 Jan 2010 to 23 Feb 2010
Started: 8 Mar 2010
Reopened: 8 Mar 2010
Plans: Plan: Regular and Direct · Option: Growth · IDCW Payout · IDCW Reinvestment
Face value: ₹10
Listed: Not Listed

How it is run

Swing pricing: No
Side-pocketing: Yes
Custodian: HDFC Bank Limited, Mumbai
Auditor: R.G.N.PRICE & CO
Registrar: KFin Technologies Limited
SEBI code: SUND/O/H/CHF/10/03/0023