← Sundaram Mutual Fund
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Moderate Risk★★★★★ISIN INF903J01OQ4
NAV · 27-Jun-2025
₹13.6387
1M
-0.77%
6M
+1.48%
1Y (CAGR)
-0.19%
3Y (CAGR)
+1.32%
5Y (CAGR)
+2.31%
Since inception (CAGR)
+Infinity%
NAV history
hover for values
Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
4.57%
Downside dev (3y)
4.86%
Max drawdown (3y)
-4.3%
Sharpe (3y)
-1.13
SIP XIRR (3y)
+0.52%
SIP XIRR (5y)
+1.10%
Calendar-year returns
2019 -5.8%2020 -2.5%2021 +6.0%2022 -0.1%2023 +0.8%2024 -0.9%
Fund facts
Fund managerKumaresh Ramakrishnan · S. Bharath
AUM₹185 Cr
Expense ratio1.13% · 2026-05-31
TER · AMFI officialDirect 1.13% · Regular 1.87% (2026-06-30)
Launch date21-Jan-2010
Plan typeOpen Ended · Hybrid
Min lumpsum₹5,000
Min SIP₹250
Lock-inNone
Volatility5.95
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 ↗