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: 31-01-2025
NAV ₹28.64(R) +0.06% ₹31.45(D) +0.06%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 6.92% 6.61% 8.07% 5.94% 6.8%
LumpSum (D) 8.03% 7.63% 9.05% 6.98% 7.72%
SIP (R) -11.5% 5.8% 7.48% 6.04% 6.13%
SIP (D) -10.62% 6.85% 8.51% 7.01% 7.12%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.1 -0.03 0.51 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
3.49% -3.16% -2.84% - 2.45%
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
Icici Prudential Regular Savings Fund 2
Franklin India Debt Hybrid Fund 3
Hdfc Hybrid Debt Fund 4

NAV Date: 31-01-2025

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) 13.29
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) 13.4
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) 18.58
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) 18.74
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) 20.61
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) 20.7
0.0100
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 28.64
0.0200
0.0600%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 31.45
0.0200
0.0600%

Review Date: 31-01-2025

Sundaram Conservative Hybrid Fund has shown 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 6.92% in 1 year, 6.61% in 3 years, 8.07% in 5 years and 6.8% in 10 years. The category average for the same periods is 9.03%, 8.02%, 8.65% and 7.44% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 3.49, VaR of -3.16, Average Drawdown of -1.15, Semi Deviation of 2.45 and Max Drawdown of -2.84. The category average for the same parameters is 3.62, -3.45, -1.19, 2.58 and -2.83 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 ₹10803.0 in 1 year, ₹12469.0 in 3 years and ₹15422.0 in 5 years as of today (31-01-2025).
  2. An SIP of ₹1,000 per month in Sundaram Conservative Hybrid Fund direct growth option would have grown to ₹11295.0 in 1 year, ₹39950.0 in 3 years and ₹74380.0 in 5 years as of today (31-01-2025).
  3. standard deviation of 3.49 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 -0.1 which shows poor 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 % -0.40
-0.34
-2.55 | 0.89 11 | 17 Average
3M Return % -0.08
0.20
-0.74 | 1.17 12 | 17 Average
6M Return % 1.15
1.45
0.36 | 2.89 11 | 17 Average
1Y Return % 6.92
9.03
6.92 | 11.72 17 | 17 Poor
3Y Return % 6.61
8.02
5.68 | 11.18 13 | 16 Poor
5Y Return % 8.07
8.65
5.57 | 11.14 10 | 15 Average
7Y Return % 5.94
7.30
4.25 | 9.57 13 | 15 Poor
10Y Return % 6.80
7.44
5.10 | 9.26 10 | 15 Average
1Y SIP Return % -11.50
-9.29
-11.55 | 5.95 16 | 17 Poor
3Y SIP Return % 5.80
7.66
5.42 | 10.45 13 | 16 Poor
5Y SIP Return % 7.48
8.41
6.02 | 10.42 12 | 15 Average
7Y SIP Return % 6.04
7.12
4.87 | 9.69 11 | 15 Average
10Y SIP Return % 6.13
7.15
4.74 | 9.37 11 | 15 Average
Standard Deviation 3.49
3.62
2.11 | 4.46 6 | 16 Good
Semi Deviation 2.45
2.58
1.45 | 3.27 6 | 16 Good
Max Drawdown % -2.84
-2.83
-4.88 | -1.02 8 | 16 Good
VaR 1 Y % -3.16
-3.45
-5.69 | -0.88 7 | 16 Good
Average Drawdown % -1.15
-1.19
-1.74 | -0.39 8 | 16 Good
Sharpe Ratio -0.10
0.32
-0.41 | 1.22 13 | 16 Poor
Sterling Ratio 0.51
0.64
0.35 | 0.99 13 | 16 Poor
Sortino Ratio -0.03
0.16
-0.15 | 0.67 13 | 16 Poor
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -0.31 -0.27 -2.48 | 0.92 11 | 17
3M Return % 0.16 0.41 -0.61 | 1.37 12 | 17
6M Return % 1.66 1.89 0.61 | 3.04 12 | 17
1Y Return % 8.03 9.97 8.03 | 12.64 17 | 17
3Y Return % 7.63 8.93 6.74 | 11.51 13 | 16
5Y Return % 9.05 9.64 6.30 | 12.58 11 | 15
7Y Return % 6.98 8.27 5.02 | 10.96 13 | 15
10Y Return % 7.72 8.41 5.92 | 10.62 12 | 15
1Y SIP Return % -10.62 -8.52 -10.78 | 6.70 16 | 17
3Y SIP Return % 6.85 8.57 6.49 | 10.79 13 | 16
5Y SIP Return % 8.51 9.38 7.03 | 11.88 11 | 15
7Y SIP Return % 7.01 8.07 5.61 | 11.09 11 | 15
10Y SIP Return % 7.12 8.11 5.51 | 10.75 12 | 15
Standard Deviation 3.49 3.62 2.11 | 4.46 6 | 16
Semi Deviation 2.45 2.58 1.45 | 3.27 6 | 16
Max Drawdown % -2.84 -2.83 -4.88 | -1.02 8 | 16
VaR 1 Y % -3.16 -3.45 -5.69 | -0.88 7 | 16
Average Drawdown % -1.15 -1.19 -1.74 | -0.39 8 | 16
Sharpe Ratio -0.10 0.32 -0.41 | 1.22 13 | 16
Sterling Ratio 0.51 0.64 0.35 | 0.99 13 | 16
Sortino Ratio -0.03 0.16 -0.15 | 0.67 13 | 16
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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 0.23 ₹ 10,023.00 0.25 ₹ 10,025.00
1M -0.40 ₹ 9,960.00 -0.31 ₹ 9,969.00
3M -0.08 ₹ 9,992.00 0.16 ₹ 10,016.00
6M 1.15 ₹ 10,115.00 1.66 ₹ 10,166.00
1Y 6.92 ₹ 10,692.00 8.03 ₹ 10,803.00
3Y 6.61 ₹ 12,118.00 7.63 ₹ 12,469.00
5Y 8.07 ₹ 14,742.00 9.05 ₹ 15,422.00
7Y 5.94 ₹ 14,980.00 6.98 ₹ 16,037.00
10Y 6.80 ₹ 19,302.00 7.72 ₹ 21,036.00
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 -11.50 ₹ 11,234.92 -10.62 ₹ 11,294.88
3Y ₹ 36000 5.80 ₹ 39,324.71 6.85 ₹ 39,950.17
5Y ₹ 60000 7.48 ₹ 72,489.90 8.51 ₹ 74,380.08
7Y ₹ 84000 6.04 ₹ 104,149.92 7.01 ₹ 107,813.58
10Y ₹ 120000 6.13 ₹ 164,451.12 7.12 ₹ 173,176.92
15Y ₹ 180000 ₹ ₹


Date Sundaram Conservative Hybrid Fund NAV Regular Growth Sundaram Conservative Hybrid Fund NAV Direct Growth
31-01-2025 28.6363 31.4521
30-01-2025 28.6201 31.4337
29-01-2025 28.5845 31.3938
28-01-2025 28.5557 31.3613
27-01-2025 28.534 31.3367
24-01-2025 28.5708 31.3745
23-01-2025 28.5904 31.3952
22-01-2025 28.5809 31.3839
21-01-2025 28.5366 31.3344
20-01-2025 28.5746 31.3754
17-01-2025 28.5302 31.324
16-01-2025 28.5621 31.3582
15-01-2025 28.4803 31.2676
14-01-2025 28.4725 31.2582
13-01-2025 28.4768 31.2621
10-01-2025 28.6461 31.4454
09-01-2025 28.683 31.4851
08-01-2025 28.7151 31.5194
07-01-2025 28.7536 31.5609
06-01-2025 28.7299 31.534
03-01-2025 28.8041 31.6129
02-01-2025 28.8526 31.6653
01-01-2025 28.7649 31.5682
31-12-2024 28.7504 31.5514

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.