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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 202632.808
CategoryConservative Hybrid
PlanDirect · Growth
Launched21 Jan 2010
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1CRISIL Hybrid 85+15 - Conservative Index
Expense ratiodirect plan, a year1.13%
AUM₹2.54 Cr
Growth of ₹10,000₹13,9312 Sep 2021 to 2 Sep 2026
₹14,069₹13,051₹12,034₹11,017₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,931 (+6.9% a year) Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)

Performance (trailing, annualised)

1Y annualised1.68%
3Y annualised5.69%
5Y annualised6.86%
10Y annualised6.66%

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 ₹1,20,6250.96%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,79,0523.38%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,85,2055.25%

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

Calendar years

Calendar 202115.39%
Calendar 20223.75%
Calendar 202310.14%
Calendar 20249.14%
Calendar 20255.21%

Rolling returns

Rolling 1Y · average648 windows since 15 Jan 20148.65%
Rolling 1Y · median8.51%
Rolling 1Y · worst window-8.44%
Rolling 1Y · best window27.26%
Rolling 1Y · windows positive94%
Rolling 3Y · average547 windows since 11 Jan 20168.43%
Rolling 3Y · median8.55%
Rolling 3Y · worst window1.43%
Rolling 3Y · best window15.69%
Rolling 3Y · windows positive100%
Rolling 5Y · average445 windows since 9 Jan 20188.04%
Rolling 5Y · median7.51%
Rolling 5Y · worst window4.47%
Rolling 5Y · best window12.20%
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)3.42%
Downside deviation (3Y)2.37%
Maximum drawdown-4.20%

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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