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 INF903J01OS0

NAV · 27-Jun-2025

₹21.4578

-0.20%

+3.84%

1Y (CAGR)

+6.17%

3Y (CAGR)

+8.92%

5Y (CAGR)

+8.15%

Since inception (CAGR)

+Infinity%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

3.37%

Downside dev (3y)

2.68%

Max drawdown (3y)

-3.0%

Sharpe (3y)

0.72

SIP XIRR (3y)

+8.39%

SIP XIRR (5y)

+7.99%

Calendar-year returns

2019 -0.3%2020 +3.8%2021 +12.1%2022 +1.9%2023 +10.1%2024 +7.5%

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

Volatility5.94

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 ↗