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 INF903J01HD6

NAV · 06-Jul-2026

₹18.3766

+1.24%

-2.15%

1Y (CAGR)

-4.10%

3Y (CAGR)

+2.98%

5Y (CAGR)

+4.65%

Since inception (CAGR)

+Infinity%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

3.97%

Downside dev (3y)

3.87%

Max drawdown (3y)

-8.1%

Sharpe (3y)

-0.89

SIP XIRR (3y)

+0.11%

SIP XIRR (5y)

+2.45%

Calendar-year returns

2020 +2.8%2021 +11.1%2022 +2.3%2023 +8.7%2024 +6.7%2025 -0.5%

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 ↗