← Sundaram Mutual Fund

Sundaram Conservative Hybrid Fund

Equity Data as of Apr 2026
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Stocks Held
22
Apr 2026
Equity Holdings
₹3.77 Cr
Equity only, excl. debt & cash
Top 5 Weight
9.1%
Diversified
Top 10 Weight
13.5%
Diversified
Top Sector
Banks
5.9% of portfolio

NAV Performance

1 year history · Sundaram Conservative Hybrid Fund

1M
-0.77%
3M
-1.49%
6M
-2.84%
1Y
-1.74%
Latest NAV
₹32.20
04 Jun 2026
52W High
₹33.24
-3% from High
52W Low
₹31.05
+4% from Low
Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025
+5.2%
2024
+9.1%
2023
+10.1%
2022
+3.8%
2021
+15.4%
2020
+8.3%
2019
+1.7%
2018
+0.4%
2017
+13.1%
2016
+10.6%
Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg
9.3%
+ve in 95% windows
28.1% / -9.4%
3Y Rolling Avg
8.9% p.a.
+ve in 100% windows
17.5% / 0.5%
5Y Rolling Avg
8.4% p.a.
+ve in 100% windows
12.5% / 4.6%
Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)
0.04
Return per unit of risk. >1 is good.
Sortino Ratio (3Y)
0.06
Penalises downside volatility only.
Std Deviation (3Y)
3.4%
Lower = more consistent returns.
NAV Chart ₹32.20 04 Jun 2026
Simple Moving Avg: Click to draw · click again to remove
Sundaram Conservative Hybrid Fund
Chart shows indexed performance (base = 100). Actual NAV: ₹32.20

What Changed?

Comparing — → Apr 2026

Only one month available

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Full Portfolio

22 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
Bharti Airtel Limited
₹45.28 L
 Telecom - Services
2.39%
2
Reliance Industries Limited
₹42.92 L
 Petroleum Products
2.27%
3
HDFC Bank Limited
₹38.59 L
 Banks
2.04%
4
State Bank of India
₹25.64 L
 Banks
1.35%
5
ICICI Bank Limited
₹20.21 L
 Banks
1.07%
6
Infosys Limited
₹20.17 L
 IT - Software
1.07%
7
HCL Technologies Limited
₹16.79 L
 IT - Software
0.89%
8
Bajaj Auto Limited
₹15.99 L
 Automobiles
0.84%
9
Axis Bank Limited
₹15.22 L
 Banks
0.80%
10
Tech Mahindra Limited
₹14.74 L
 IT - Software
0.78%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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