Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Overview
Category Conservative Hybrid Fund
BMSMONEY Rank 13
BMSMONEY Rating
Gro. Opt. As On: 27-12-2024
NAV ₹28.74(R) +0.04% ₹31.53(D) +0.04%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 8.13% 6.74% 8.25% 5.86% 7.13%
LumpSum (D) 9.25% 7.76% 9.24% 6.91% 8.05%
SIP (R) 6.37% 8.25% 8.53% 7.36% 7.03%
SIP (D) 7.47% 9.3% 9.55% 8.35% 8.02%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.0 0.01 0.54 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
3.44% -3.16% -2.57% - 2.43%
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
Hdfc Hybrid Debt Fund 2
SBI Conservative Hybrid Fund 3
Icici Prudential Regular Savings Fund 4

NAV Date: 27-12-2024

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) 13.34
0.0000
0.0400%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) 13.44
0.0100
0.0400%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 18.64
0.0100
0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 18.81
0.0100
0.0400%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 20.66
0.0100
0.0400%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.76
0.0100
0.0400%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 28.74
0.0100
0.0400%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 31.53
0.0100
0.0400%

Review Date: 27-12-2024

Sundaram Conservative Hybrid Fund has exhibited poor performance in the Conservative Hybrid Fund category. The fund has rank of 13 out of 16 funds in the category. The fund has delivered return of 8.13% in 1 year, 6.74% in 3 years, 8.25% in 5 years and 7.13% in 10 years. The category average for the same periods is 10.51%, 8.34%, 8.75% and 7.81% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 3.44, VaR of -3.16, Average Drawdown of -1.1, Semi Deviation of 2.43 and Max Drawdown of -2.57. The category average for the same parameters is 3.59, -3.45, -1.13, 2.57 and -2.69 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 ₹10925.0 in 1 year, ₹12513.0 in 3 years and ₹15555.0 in 5 years as of today (27-12-2024).
  2. An SIP of ₹1,000 per month in Sundaram Conservative Hybrid Fund direct growth option would have grown to ₹12480.0 in 1 year, ₹41420.0 in 3 years and ₹76322.0 in 5 years as of today (27-12-2024).
  3. standard deviation of 3.44 and based on VaR one can expect to lose more than -3.16% of current value of fund in one year.
  4. Sharpe ratio of the fund is -0.0 which shows poor performance of fund in the conservative hybrid fund category.


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.06
0.16
-0.42 | 1.03 11 | 17 Average
3M Return % -1.20
-0.60
-2.19 | 1.36 13 | 17 Average
6M Return % 2.46
3.47
1.74 | 5.10 15 | 17 Average
1Y Return % 8.13
10.51
7.79 | 15.63 14 | 17 Average
3Y Return % 6.74
8.34
5.57 | 11.19 13 | 16 Poor
5Y Return % 8.25
8.75
4.59 | 11.28 10 | 15 Average
7Y Return % 5.86
7.32
4.21 | 9.54 14 | 15 Poor
10Y Return % 7.13
7.81
5.48 | 9.58 10 | 15 Average
1Y SIP Return % 6.37
8.54
5.51 | 13.79 15 | 17 Average
3Y SIP Return % 8.25
10.10
7.43 | 12.65 13 | 16 Poor
5Y SIP Return % 8.53
9.43
6.78 | 11.53 11 | 15 Average
7Y SIP Return % 7.36
8.41
5.87 | 10.75 11 | 15 Average
10Y SIP Return % 7.03
8.02
5.42 | 10.13 11 | 15 Average
Standard Deviation 3.44
3.59
2.08 | 4.44 6 | 16 Good
Semi Deviation 2.43
2.57
1.45 | 3.27 6 | 16 Good
Max Drawdown % -2.57
-2.69
-4.55 | -1.02 8 | 16 Good
VaR 1 Y % -3.16
-3.45
-5.69 | -0.88 7 | 16 Good
Average Drawdown % -1.10
-1.13
-1.54 | -0.39 8 | 16 Good
Sharpe Ratio 0.00
0.40
-0.30 | 1.24 13 | 16 Poor
Sterling Ratio 0.54
0.66
0.38 | 0.99 13 | 16 Poor
Sortino Ratio 0.01
0.20
-0.11 | 0.68 13 | 16 Poor
Return data last Updated On : Dec. 27, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.14 0.23 -0.33 | 1.10 10 | 17
3M Return % -0.95 -0.39 -1.95 | 1.57 13 | 17
6M Return % 2.98 3.92 2.23 | 5.54 15 | 17
1Y Return % 9.25 11.47 8.63 | 16.58 14 | 17
3Y Return % 7.76 9.25 6.58 | 11.52 13 | 16
5Y Return % 9.24 9.74 5.31 | 12.71 11 | 15
7Y Return % 6.91 8.29 4.98 | 10.93 13 | 15
10Y Return % 8.05 8.78 6.31 | 10.94 12 | 15
1Y SIP Return % 7.47 9.49 6.51 | 14.73 16 | 17
3Y SIP Return % 9.30 11.01 8.64 | 13.64 12 | 16
5Y SIP Return % 9.55 10.40 7.77 | 12.98 11 | 15
7Y SIP Return % 8.35 9.37 6.61 | 12.17 11 | 15
10Y SIP Return % 8.02 8.98 6.19 | 11.52 12 | 15
Standard Deviation 3.44 3.59 2.08 | 4.44 6 | 16
Semi Deviation 2.43 2.57 1.45 | 3.27 6 | 16
Max Drawdown % -2.57 -2.69 -4.55 | -1.02 8 | 16
VaR 1 Y % -3.16 -3.45 -5.69 | -0.88 7 | 16
Average Drawdown % -1.10 -1.13 -1.54 | -0.39 8 | 16
Sharpe Ratio 0.00 0.40 -0.30 | 1.24 13 | 16
Sterling Ratio 0.54 0.66 0.38 | 0.99 13 | 16
Sortino Ratio 0.01 0.20 -0.11 | 0.68 13 | 16
Return data last Updated On : Dec. 27, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.04 ₹ 10,004.00 0.04 ₹ 10,004.00
1W 0.20 ₹ 10,020.00 0.22 ₹ 10,022.00
1M 0.06 ₹ 10,006.00 0.14 ₹ 10,014.00
3M -1.20 ₹ 9,880.00 -0.95 ₹ 9,905.00
6M 2.46 ₹ 10,246.00 2.98 ₹ 10,298.00
1Y 8.13 ₹ 10,813.00 9.25 ₹ 10,925.00
3Y 6.74 ₹ 12,161.00 7.76 ₹ 12,513.00
5Y 8.25 ₹ 14,864.00 9.24 ₹ 15,555.00
7Y 5.86 ₹ 14,902.00 6.91 ₹ 15,965.00
10Y 7.13 ₹ 19,914.00 8.05 ₹ 21,687.00
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 6.37 ₹ 12,409.90 7.47 ₹ 12,480.00
3Y ₹ 36000 8.25 ₹ 40,782.38 9.30 ₹ 41,420.30
5Y ₹ 60000 8.53 ₹ 74,408.10 9.55 ₹ 76,322.40
7Y ₹ 84000 7.36 ₹ 109,165.98 8.35 ₹ 113,072.32
10Y ₹ 120000 7.03 ₹ 172,308.24 8.02 ₹ 181,495.68
15Y ₹ 180000 ₹ ₹


Date Sundaram Conservative Hybrid Fund NAV Regular Growth Sundaram Conservative Hybrid Fund NAV Direct Growth
27-12-2024 28.7362 31.5325
26-12-2024 28.7261 31.5205
24-12-2024 28.7289 31.5218
23-12-2024 28.7356 31.5284
20-12-2024 28.6782 31.4628
19-12-2024 28.7705 31.5633
18-12-2024 28.8552 31.6554
17-12-2024 28.8776 31.6791
16-12-2024 28.9642 31.7732
13-12-2024 28.9854 31.7939
12-12-2024 28.9069 31.7069
11-12-2024 28.9356 31.7376
10-12-2024 28.9357 31.7369
09-12-2024 28.9291 31.7288
06-12-2024 28.912 31.7075
05-12-2024 28.9632 31.7627
04-12-2024 28.906 31.6992
03-12-2024 28.8745 31.6638
02-12-2024 28.8413 31.6266
29-11-2024 28.7558 31.5302
28-11-2024 28.6565 31.4205
27-11-2024 28.7194 31.4886

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.