Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
Fund House: Sundaram Mutual Fund
Category: Hybrid: Conservative
Status: Open Ended Schemes
Launch Date: 01-03-2010
Minimum Investment: 5000.0
Asset Class: Mixed Asset
Minimum Topup: 500.0
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Total Assets: 27.22 As on (30-06-2025)
Expense Ratio: 2.15% As on (30-06-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 25-07-2025
29.6393
-0.0861
CAGR Since Inception
7.3%
CRISIL Hybrid 85+15 Conservative Index 9.79%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | 5.12 | 8.06 | 8.43 | 6.82 | 7.3 |
| Benchmark | - | - | - | - | - |
| Hybrid: Conservative | 6.47 | 9.56 | 9.6 | 7.72 | 8.74 |
Funds Manager
FM1- Mr. Dwijendra Srivastava; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Bharath; FM4- Mr. Ashish Agarwal
RETURNS CALCULATORS for Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Conservative Hybrid Gr | 01-03-2010 | 5.12 | 7.7 | 8.06 | 8.43 | 6.82 |
| ABSL Reg Savings Gr Payment Reg | 22-05-2004 | 8.73 | 9.99 | 9.58 | 11.25 | 8.51 |
| Parag Parikh Conservative Hybrid Fund Reg Gr | 05-05-2021 | 8.45 | 13.36 | 11.96 | 0.0 | 0.0 |
| Nippon India Conservative Hybrid Fund Gr Plan | 29-12-2003 | 8.19 | 8.69 | 9.08 | 8.93 | 5.58 |
| ICICI Pru Reg Savings Gr | 10-03-2004 | 8.08 | 11.12 | 10.72 | 10.2 | 9.46 |
| DSP Reg Savings Reg Gr | 11-06-2004 | 7.92 | 11.02 | 10.51 | 9.33 | 7.18 |
| Franklin India Conservative Hybrid Fund Gr | 28-09-2000 | 7.38 | 10.81 | 10.4 | 9.18 | 7.56 |
| UTI Conservative Hybrid Fund Reg Gr | 16-12-2003 | 7.26 | 10.98 | 10.53 | 11.18 | 8.33 |
| Canara Robeco Cons Hybrid Reg Gr | 24-04-1988 | 7.03 | 9.42 | 9.11 | 8.81 | 7.92 |
| HSBC Conservative Hybrid Fund Gr | 24-02-2004 | 6.51 | 11.6 | 10.68 | 9.06 | 7.69 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | 4.91 | 0.8 | -1.42 | 0.75 | 6.85 | 11.73 |
| Hybrid: Conservative | - | - | - | - | - | - |