Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Overview
Category Conservative Hybrid Fund
BMSMONEY Rank 14
BMSMONEY Rating
Gro. Opt. As On: 19-11-2024
NAV ₹28.52(R) +0.06% ₹31.27(D) +0.06%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 10.27% 6.29% 8.31% 6.04% 7.27%
LumpSum (D) 11.4% 7.31% 9.3% 7.1% 8.18%
SIP (R) -23.83% 4.67% 5.21% 5.34% 5.54%
SIP (D) -23.02% 5.73% 6.22% 6.32% 6.53%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.1 -0.04 0.5 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
3.55% -3.28% -2.85% - 2.51%
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
SBI Conservative Hybrid Fund 2
Hdfc Hybrid Debt Fund 3
Kotak Debt Hybrid Fund 4

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) 13.25
0.0100
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) 13.37
0.0100
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 18.5
0.0100
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 18.67
0.0100
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 20.49
0.0100
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.58
0.0100
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 28.52
0.0200
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 31.27
0.0200
0.0600%

Review Date: 19-11-2024

Sundaram Conservative Hybrid Fund has shown poor performance in the Conservative Hybrid Fund category. The fund has rank of 14 out of 17 funds in the category. The fund has delivered return of 10.27% in 1 year, 6.29% in 3 years, 8.31% in 5 years and 7.27% in 10 years. The category average for the same periods is 12.34%, 7.8%, 8.7% and 7.84% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 3.55, VaR of -3.28, Average Drawdown of -1.15, Semi Deviation of 2.51 and Max Drawdown of -2.85. The category average for the same parameters is 3.59, -3.43, -1.1, 2.57 and -2.72 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Sundaram Conservative Hybrid Fund direct growth option would have grown to ₹11140.0 in 1 year, ₹12357.0 in 3 years and ₹15602.0 in 5 years as of today (19-11-2024).
  2. An SIP of ₹1,000 per month in Sundaram Conservative Hybrid Fund direct growth option would have grown to ₹10440.0 in 1 year, ₹39277.0 in 3 years and ₹70217.0 in 5 years as of today (19-11-2024).
  3. standard deviation of 3.55 and based on VaR one can expect to lose more than -3.28% of current value of fund in one year.
  4. Sharpe ratio of the fund is -0.1 which shows average performance of fund in the conservative hybrid fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -0.80
-0.74
-1.25 | -0.29 10 | 17 Good
3M Return % 0.69
0.64
-0.34 | 1.71 8 | 17 Good
6M Return % 4.27
4.88
3.67 | 6.11 14 | 17 Average
1Y Return % 10.27
12.34
8.97 | 15.59 14 | 17 Average
3Y Return % 6.29
7.80
5.12 | 10.90 13 | 16 Poor
5Y Return % 8.31
8.70
4.48 | 11.28 10 | 15 Average
7Y Return % 6.04
7.26
4.07 | 9.38 13 | 15 Poor
10Y Return % 7.27
7.84
5.53 | 9.60 10 | 15 Average
1Y SIP Return % -23.83
-21.38
-24.04 | -6.57 15 | 17 Average
3Y SIP Return % 4.67
6.64
3.68 | 9.27 13 | 16 Poor
5Y SIP Return % 5.21
6.23
3.34 | 8.75 11 | 15 Average
7Y SIP Return % 5.34
6.49
3.72 | 8.70 11 | 15 Average
10Y SIP Return % 5.54
6.59
3.87 | 8.62 11 | 15 Average
Standard Deviation 3.55
3.59
2.09 | 4.51 7 | 17 Good
Semi Deviation 2.51
2.57
1.46 | 3.30 8 | 17 Good
Max Drawdown % -2.85
-2.72
-4.55 | -1.02 9 | 17 Good
VaR 1 Y % -3.28
-3.43
-5.69 | -0.88 9 | 17 Good
Average Drawdown % -1.15
-1.10
-1.77 | -0.39 10 | 17 Good
Sharpe Ratio -0.10
0.29
-0.43 | 1.28 13 | 17 Average
Sterling Ratio 0.50
0.63
0.39 | 1.00 13 | 17 Average
Sortino Ratio -0.04
0.15
-0.15 | 0.70 13 | 17 Average
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -0.72 -0.67 -1.16 | -0.22 10 | 17
3M Return % 0.95 0.86 -0.10 | 1.95 6 | 17
6M Return % 4.81 5.34 4.15 | 6.44 14 | 17
1Y Return % 11.40 13.31 9.70 | 16.53 14 | 17
3Y Return % 7.31 8.71 6.12 | 11.24 13 | 16
5Y Return % 9.30 9.68 5.20 | 12.71 11 | 15
7Y Return % 7.10 8.24 4.84 | 10.78 13 | 15
10Y Return % 8.18 8.81 6.36 | 10.95 11 | 15
1Y SIP Return % -23.02 -20.68 -23.32 | -5.89 15 | 17
3Y SIP Return % 5.73 7.56 4.73 | 9.85 12 | 16
5Y SIP Return % 6.22 7.19 4.33 | 9.60 11 | 15
7Y SIP Return % 6.32 7.45 4.46 | 10.11 11 | 15
10Y SIP Return % 6.53 7.56 4.64 | 10.01 12 | 15
Standard Deviation 3.55 3.59 2.09 | 4.51 7 | 17
Semi Deviation 2.51 2.57 1.46 | 3.30 8 | 17
Max Drawdown % -2.85 -2.72 -4.55 | -1.02 9 | 17
VaR 1 Y % -3.28 -3.43 -5.69 | -0.88 9 | 17
Average Drawdown % -1.15 -1.10 -1.77 | -0.39 10 | 17
Sharpe Ratio -0.10 0.29 -0.43 | 1.28 13 | 17
Sterling Ratio 0.50 0.63 0.39 | 1.00 13 | 17
Sortino Ratio -0.04 0.15 -0.15 | 0.70 13 | 17
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.06 ₹ 10,006.00 0.06 ₹ 10,006.00
1W -0.41 ₹ 9,959.00 -0.39 ₹ 9,961.00
1M -0.80 ₹ 9,920.00 -0.72 ₹ 9,928.00
3M 0.69 ₹ 10,069.00 0.95 ₹ 10,095.00
6M 4.27 ₹ 10,427.00 4.81 ₹ 10,481.00
1Y 10.27 ₹ 11,027.00 11.40 ₹ 11,140.00
3Y 6.29 ₹ 12,009.00 7.31 ₹ 12,357.00
5Y 8.31 ₹ 14,908.00 9.30 ₹ 15,602.00
7Y 6.04 ₹ 15,078.00 7.10 ₹ 16,164.00
10Y 7.27 ₹ 20,170.00 8.18 ₹ 21,949.00
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -23.83 ₹ 10,382.03 -23.02 ₹ 10,439.70
3Y ₹ 36000 4.67 ₹ 38,655.94 5.73 ₹ 39,277.19
5Y ₹ 60000 5.21 ₹ 68,463.36 6.22 ₹ 70,216.74
7Y ₹ 84000 5.34 ₹ 101,562.55 6.32 ₹ 105,200.84
10Y ₹ 120000 5.54 ₹ 159,453.48 6.53 ₹ 167,903.52
15Y ₹ 180000 ₹ ₹


Date Sundaram Conservative Hybrid Fund NAV Regular Growth Sundaram Conservative Hybrid Fund NAV Direct Growth
19-11-2024 28.5247 31.2684
18-11-2024 28.5082 31.2495
14-11-2024 28.5079 31.2458
13-11-2024 28.549 31.29
12-11-2024 28.6421 31.3913
11-11-2024 28.7038 31.458
08-11-2024 28.6863 31.4363
07-11-2024 28.693 31.4428
06-11-2024 28.7424 31.4961
05-11-2024 28.6728 31.419
04-11-2024 28.6182 31.3583
31-10-2024 28.6597 31.4004
30-10-2024 28.7109 31.4556
29-10-2024 28.7155 31.4598
28-10-2024 28.6578 31.3958
25-10-2024 28.6475 31.382
24-10-2024 28.7153 31.4554
23-10-2024 28.7277 31.4682
22-10-2024 28.7123 31.4504
21-10-2024 28.7547 31.4961

Fund Launch Date: 21/Jan/2010
Fund Category: Conservative Hybrid Fund
Investment Objective: To generate income and capital appreciation throughinvestments predominantly in fixed income securities andin equity and equity related instruments.
Fund Description: Conservative Hybrid Fund
Fund Benchmark: CRISIL Hybrid 85+15 -Conservative Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.