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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
Invest Now
Fund Manager: FM1- Mr. Dwijendra Srivastava; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Bharath; FM4- Mr. Ashish Agarwal |
Hybrid: Conservative |
CRISIL Hybrid 85+15 Conservative Index
NAV as on 05-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
7.27%
Inception Date
Mar 01, 2010
Expense Ratio
2.15%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
500
Min. SIP Amount
250
Risk Status
moderately high
Investment Objective : To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -0.55 | 3.0 | 4.97 | 7.69 | 8.41 | 6.7 |
| AK Hybrid Conservative TRI | -0.6 | 0.05 | 7.24 | 8.43 | 9.04 | 7.94 |
| Hybrid: Conservative | 1.43 | 4.09 | 6.44 | 9.14 | 9.5 | 7.62 |
| Rank within Category | 19 | 18 | 17 | 15 | 14 | 14 |
| Number of Funds within Category | 19 | 19 | 19 | 19 | 18 | 18 |
Peer Comparison
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 8.68 | 9.94 | 12.11 | -1.16 | 0.92 | 7.34 | 14.49 | 2.77 | 9.19 | 2.86 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Hybrid: Conservative | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.