Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)
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Fund Manager: FM1- Mr. Dwijendra Srivastava; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Bharath; FM4- Mr. Ashish Agarwal |
Hybrid: Conservative |
CRISIL Hybrid 85+15 Conservative Index
NAV as on 26-11-2025
AUM as on
Rtn ( Since Inception )
6.62%
Inception Date
Mar 08, 2010
Expense Ratio
1.85%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
500
Min. SIP Amount
250
Risk Status
moderately high
Investment Objective : To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 2.1 | 0.18 | 4.1 | 7.02 | 7.9 | 6.15 |
| AK Hybrid Conservative TRI | 3.27 | 2.13 | 8.92 | 9.83 | 8.14 | 8.73 |
| Hybrid: Conservative | 2.51 | 2.16 | 6.3 | 8.93 | 8.78 | 7.78 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW) | 2.06 | 1.85 | 4.1 | 7.02 | 7.9 | 6.15 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 8.0 | 8.57 | 10.8 | -2.34 | 0.0 | 6.97 | 14.47 | 2.77 | 9.19 | 3.9 |
| S&P BSE India 10 Year Sovereign Bond |
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Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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| Company | Instrument | Credit Rating | Holdings (%) |
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