HybridConservative Hybrid FundDirect · Growth
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth
Sundaram · Scheme 119635
₹32.90▼ 0.13%NAV · 2026-09-18
Average FundScore
AUM
₹19 cr
Expense ratio
1.13%
3Y CAGR
5.9%
Risk level
Moderate
Min SIP
₹250
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Fund manager: S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit SeksariaExit load: Nil
Average · 52/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 13%.
- ✓Low volatility (5% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 3.0%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.27) — took on risk without enough payoff.
- •3Y CAGR: +5.9%
- •3Y CAGR vs category: -2.7% vs category avg
FundScore breakdown
52/100 · Average
Returns
Weak
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.