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OmniAsset › Mutual funds › Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)

Conservative Hybrid fund benchmarked to CRISIL Hybrid 85+15 - Conservative Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202618.423
CategoryConservative Hybrid
PlanRegular · Idcw
Launched21 Jan 2010
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1CRISIL Hybrid 85+15 - Conservative Index
Expense ratiodirect plan, a year1.89%
AUM₹2.55 Cr
Growth of ₹10,000₹12,3222 Sep 2021 to 2 Sep 2026
₹13,052₹12,289₹11,526₹10,763₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,322 (+4.3% a year) Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)

Performance (trailing, annualised)

1Y annualised-2.03%
3Y annualised2.72%
5Y annualised4.27%
10Y annualised2.76%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,19,582-0.64%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,60,9530.17%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,37,0112.36%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202111.08%
Calendar 20222.30%
Calendar 20238.70%
Calendar 20246.70%
Calendar 2025-0.51%

Rolling returns

Rolling 1Y · average791 windows since 5 Apr 20114.12%
Rolling 1Y · median4.23%
Rolling 1Y · worst window-12.53%
Rolling 1Y · best window22.15%
Rolling 1Y · windows positive73%
Rolling 3Y · average687 windows since 12 Apr 20134.21%
Rolling 3Y · median4.55%
Rolling 3Y · worst window-3.47%
Rolling 3Y · best window12.07%
Rolling 3Y · windows positive84%
Rolling 5Y · average586 windows since 6 Apr 20154.22%
Rolling 5Y · median4.73%
Rolling 5Y · worst window-0.15%
Rolling 5Y · best window8.64%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)3.98%
Downside deviation (3Y)3.15%
Maximum drawdown-8.06%

Management

Fund managerMr. Kumaresh Ramakrishnan (FI Portion), Mr. Bharath
Managing since20 Jul 2010

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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