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 INF903J01HE4

NAV · 27-Jun-2025

₹19.2742

-0.28%

+3.39%

1Y (CAGR)

+5.10%

3Y (CAGR)

+7.82%

5Y (CAGR)

+7.07%

Since inception (CAGR)

+Infinity%

NAV history

hover for values

Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

3.39%

Downside dev (3y)

2.73%

Max drawdown (3y)

-3.4%

Sharpe (3y)

0.39

SIP XIRR (3y)

+7.29%

SIP XIRR (5y)

+6.90%

Calendar-year returns

2019 -1.2%2020 +2.6%2021 +11.1%2022 +0.8%2023 +9.2%2024 +6.3%

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 ↗