HybridConservative Hybrid FundDirect · Growth
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth
Sundaram · Scheme 119635
₹32.95▼ 0.14%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
6.0%
Risk level
Moderate
Min SIP
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Benchmark
CRISIL Hybrid 85+15 - Conservative Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.02% |
| 3 Months | +1.95% |
| 6 Months | -0.11% |
| 1 Year | +0.80% |
| 3 Years (CAGR) | +6.00% |
| 5 Years (CAGR) | +7.19% |
| 10 Years (CAGR) | +6.96% |
| Since Launch | +7.74% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns19
Consistency72
Risk-adjusted28
Downside protection99
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 3.0%
- ✓ Volatility: 5% annualised
- ✓ Max drawdown: -13%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +6.0%
- • 3Y CAGR vs category: -2.6% vs category avg
- • Beat category: beat category in 47% of windows
- • Sharpe ratio: 0.28
Risk metrics
Sharpe ratio
0.28
Sortino ratio
0.31
Volatility
5.08%
Max drawdown
-12.57%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.