Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth is a scheme launched by Sundaram Mutual Fund on January 25, 2010, and falls under the Conservative fund category. It currently manages an AUM of Rs 21.08 crore. The fund permits investments with a minimum SIP of Rs 250 and a lump sum of Rs 5000. It charges an expense ratio of 2.19% for managing the portfolio.

• Investing Strategy:

  To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

• Performance:

  Sundaram Conservative Hybrid Fund - Regular Plan - Growth trailing returns over different times are 2.28% (1 year), 6.83% (3 year) and 8.31% (5 year). The average annual return of this fund stands at 2.39%.