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

Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Moderate Risk★★★★★ISIN INF903J01OR2

NAV · 06-Jul-2026

₹20.5354

+1.30%

-1.87%

1Y (CAGR)

-3.35%

3Y (CAGR)

+3.95%

5Y (CAGR)

+5.65%

Since inception (CAGR)

+Infinity%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

3.96%

Downside dev (3y)

3.88%

Max drawdown (3y)

-7.4%

Sharpe (3y)

-0.64

SIP XIRR (3y)

+0.99%

SIP XIRR (5y)

+3.42%

Calendar-year returns

2020 +3.9%2021 +12.2%2022 +3.3%2023 +9.7%2024 +7.9%2025 +0.4%

Fund facts

Fund managerKumaresh Ramakrishnan · S. Bharath

AUM₹185 Cr

Expense ratio1.13% · 2026-05-31

Launch date21-Jan-2010

Plan typeOpen Ended · Hybrid

Min lumpsum₹5,000

Min SIP₹250

Lock-inNone

Volatility6.18

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.

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