Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Moderate Risk★★★★★ISIN INF903J01HC8

NAV · 27-Jun-2025

₹13.4752

-0.85%

+1.05%

1Y (CAGR)

-0.61%

3Y (CAGR)

+1.30%

5Y (CAGR)

+2.30%

Since inception (CAGR)

+Infinity%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

4.40%

Downside dev (3y)

4.56%

Max drawdown (3y)

-4.4%

Sharpe (3y)

-1.18

SIP XIRR (3y)

+0.30%

SIP XIRR (5y)

+0.98%

Calendar-year returns

2019 -5.5%2020 -2.2%2021 +6.0%2022 +0.1%2023 +0.8%2024 -0.9%

Fund facts

Fund managerKumaresh Ramakrishnan · S. Bharath

AUM₹185 Cr

Launch date21-Jan-2010

Plan typeOpen Ended · Hybrid

Min lumpsumRs. 5000/-

Lock-inNone

Volatility5.09

AMCSundaram Asset Management Company Ltd

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

scheme documents ↗