Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund
Category: Hybrid: Conservative
Status: Open Ended Schemes
Launch Date: 08-03-2010
Minimum Investment: 5000.0
Asset Class: Mixed Asset
Minimum Topup: 500.0
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Total Assets: 27.22 As on (30-06-2025)
Expense Ratio: 2.15% As on (30-06-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 11-07-2025
19.1193
0.0032
CAGR Since Inception
6.75%
CRISIL Hybrid 85+15 Conservative Index 9.79%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW) | 5.61 | 8.52 | 8.66 | 6.33 | 6.75 |
| Benchmark | - | - | - | - | - |
| Hybrid: Conservative | 6.87 | 9.9 | 9.8 | 7.8 | 8.76 |
Funds Manager
FM1- Mr. Dwijendra Srivastava; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Bharath; FM4- Mr. Ashish Agarwal
RETURNS CALCULATORS for Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund Reg Plan IDCW | 08-03-2010 | 5.61 | 8.19 | 8.52 | 8.66 | 6.33 |
| ABSL Reg Savings Gr Payment Reg | 22-05-2004 | 8.83 | 10.25 | 10.02 | 11.4 | 8.54 |
| Parag Parikh Conservative Hybrid Fund Reg Gr | 05-05-2021 | 8.76 | 13.36 | 11.99 | 0.0 | 0.0 |
| DSP Reg Savings Reg Gr | 11-06-2004 | 8.71 | 11.44 | 10.59 | 9.45 | 7.29 |
| Nippon India Conservative Hybrid Fund Gr Plan | 29-12-2003 | 8.53 | 8.91 | 9.27 | 8.97 | 5.6 |
| ICICI Pru Reg Savings Gr | 10-03-2004 | 8.47 | 11.32 | 10.84 | 10.33 | 9.51 |
| UTI Conservative Hybrid Fund Reg Gr | 16-12-2003 | 7.77 | 11.52 | 11.01 | 11.37 | 8.42 |
| Franklin India Debt Hybrid Gr | 28-09-2000 | 7.72 | 11.14 | 10.68 | 9.3 | 7.62 |
| Canara Robeco Cons Hybrid Reg Gr | 24-04-1988 | 7.4 | 9.67 | 9.33 | 8.91 | 7.97 |
| Axis Conservative Hybrid Reg Gr | 16-07-2010 | 7.02 | 8.32 | 8.31 | 8.18 | 6.89 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW) | 4.91 | 0.6 | 0.74 | 0.63 | 6.85 | 11.73 |
| Hybrid: Conservative | - | - | - | - | - | - |