← Sundaram Mutual Fund
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Moderate Risk★★★★★ISIN INF903J01HB0
NAV · 06-Jul-2026
₹29.4271
1M
+1.24%
6M
-2.15%
1Y (CAGR)
-1.19%
3Y (CAGR)
+5.03%
5Y (CAGR)
+6.29%
Since inception (CAGR)
+Infinity%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
3.40%
Downside dev (3y)
2.60%
Max drawdown (3y)
-4.3%
Sharpe (3y)
-0.43
SIP XIRR (3y)
+2.64%
SIP XIRR (5y)
+4.52%
Calendar-year returns
2020 +7.3%2021 +14.5%2022 +2.8%2023 +9.2%2024 +8.0%2025 +4.3%
Fund facts
Fund managerKumaresh Ramakrishnan · S. Bharath
AUM₹185 Cr
TER · AMFI officialDirect 1.13% · Regular 1.87% (2026-06-30)
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 ↗