Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)
Mutual Fund · Hybrid Scheme - Conservative Hybrid Fund · As of 18 Oct 2026, 6:56 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
36/ 100
Weak
Weighted across five categories. Every point is explained below.
✗ Well behind the Nifty 50 over 3Y — 1.3% against 10.3%, which an index fund would have delivered at a fraction of the cost
✗ Well behind the Nifty 50 over 5Y — 0.2% against 6.4%, which an index fund would have delivered at a fraction of the cost
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
₹13.64
As of
27 Jun 2025
Fund History Available
12.5 yrs
3Y Return (CAGR)
1.3%
5Y Return (CAGR)
0.2%
Annualized Volatility
4.8%
Relatively stable
Sharpe Ratio (est.)
-1.11
Weak risk-adj. return
Max Drawdown
-23.0%
Notable drop seen
Category
Hybrid Scheme - Conservative Hybrid Fund
Fund House
Sundaram Mutual Fund
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
₹6,19,838
Estimated Gain
₹19,838
Risk Flags
Estimated Sharpe ratio (-1.11) 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.
