Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) - Direct Plan - GROWTH

Mutual Fund · Hybrid Scheme - Conservative Hybrid Fund · As of 18 Oct 2026, 6:03 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

59/ 100

Moderate

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of -0.39 — little reward for the volatility endured
✗ Sortino ratio of -0.56 — downside moves have not been well compensated

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹32.37

As of

16 Oct 2026

Fund History Available

13.8 yrs

1Y Return (CAGR)

-1.7%

Negative

3Y Return (CAGR)

5.3%

5Y Return (CAGR)

5.0%

Annualized Volatility

3.4%

Relatively stable

Sharpe Ratio (est.)

-0.39

Weak risk-adj. return

Max Drawdown

-12.6%

Notable drop seen

Category Peer Comparison

Scheme	1Y Return
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth	3.7%
DSP Conservative Hybrid Fund - Direct Plan - Growth	2.3%
HSBC Conservative Hybrid Fund - Direct Plan - Growth	1.0%
BANDHAN CONSERVATIVE HYBRID FUND - Direct Plan - Growth	1.6%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹6,86,160

Estimated Gain

₹86,160

Risk Flags

Estimated Sharpe ratio (-0.39) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.