Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Datagrid
Category Conservative Hybrid Fund
BMSMONEY Rank 17
Rating
Growth Option 27-01-2026
NAV ₹29.68(R) -0.03% ₹32.87(D) -0.02%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.0% 7.01% 7.45% 6.56% 6.71%
Direct 4.91% 8.0% 8.43% 7.5% 7.7%
Benchmark
SIP (XIRR) Regular 1.83% 5.22% 6.2% 6.41% 6.26%
Direct 2.71% 6.2% 7.19% 7.39% 7.25%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.38 0.18 0.57 -3.04% 0.01
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
3.52% -4.14% -2.46% 1.22 2.45%
Fund AUM As on: 30/12/2025 20 Cr
Top Conservative Hybrid Fund
Fund Name Rank Rating
Nippon India Hybrid Bond Fund 1
Parag Parikh Conservative Hybrid Fund 2
Icici Prudential Regular Savings Fund 3
Dsp Regular Savings Fund 4

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 18.53
0.0000
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.65
0.0000
-0.0200%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 29.68
-0.0100
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 32.87
-0.0100
-0.0200%

Review Date: 27-01-2026

Beginning of Analysis

In the Conservative Hybrid Fund category, Sundaram Conservative Hybrid Fund is the 16th ranked fund. The category has total 17 funds. The Sundaram Conservative Hybrid Fund has shown a very poor past performence in Conservative Hybrid Fund. The fund has a Jensen Alpha of -3.04% which is lower than the category average of -0.1%, showing poor performance. The fund has a Sharpe Ratio of 0.38 which is lower than the category average of 0.96.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Conservative Hybrid Mutual Funds

Sundaram Conservative Hybrid Fund Return Analysis

  • The fund has given a return of -0.78%, -0.05 and 0.77 in last one, three and six months respectively. In the same period the category average return was -0.68%, -0.35% and 1.36% respectively.
  • Sundaram Conservative Hybrid Fund has given a return of 4.91% in last one year. In the same period the Conservative Hybrid Fund category average return was 7.03%.
  • The fund has given a return of 8.0% in last three years and ranked 16.0th out of 17 funds in the category. In the same period the Conservative Hybrid Fund category average return was 9.82%.
  • The fund has given a return of 8.43% in last five years and ranked 10th out of 15 funds in the category. In the same period the Conservative Hybrid Fund category average return was 8.84%.
  • The fund has given a return of 7.7% in last ten years and ranked 12th out of 15 funds in the category. In the same period the category average return was 8.8%.
  • The fund has given a SIP return of 2.71% in last one year whereas category average SIP return is 4.38%. The fund one year return rank in the category is 15th in 17 funds
  • The fund has SIP return of 6.2% in last three years and ranks 17th in 17 funds. Icici Prudential Regular Savings Fund has given the highest SIP return (9.42%) in the category in last three years.
  • The fund has SIP return of 7.19% in last five years whereas category average SIP return is 8.44%.

Sundaram Conservative Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 3.52 and semi deviation of 2.45. The category average standard deviation is 3.44 and semi deviation is 2.47.
  • The fund has a Value at Risk (VaR) of -4.14 and a maximum drawdown of -2.46. The category average VaR is -3.14 and the maximum drawdown is -2.42. The fund has a beta of 1.18 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Conservative Hybrid Fund Category
  • Good Performance in Conservative Hybrid Fund Category
  • Poor Performance in Conservative Hybrid Fund Category
  • Very Poor Performance in Conservative Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.80
    -0.74
    		-1.46 | -0.10 8 | 17 Good
    3M Return % -0.23
    -0.56
    		-3.05 | 0.99 6 | 17 Good
    6M Return % 0.34
    0.94
    		-1.67 | 3.56 14 | 17 Average
    1Y Return % 4.00
    6.12
    		3.65 | 9.38 16 | 17 Poor
    3Y Return % 7.01
    8.88
    		6.78 | 10.87 16 | 17 Poor
    5Y Return % 7.45
    7.89
    		5.69 | 9.49 10 | 15 Average
    7Y Return % 6.56
    8.02
    		4.96 | 10.28 13 | 15 Poor
    10Y Return % 6.71
    7.83
    		5.92 | 9.56 13 | 15 Poor
    15Y Return % 7.35
    8.20
    		6.48 | 9.73 12 | 14 Average
    1Y SIP Return % 1.83
    3.50
    		-0.42 | 7.87 15 | 17 Average
    3Y SIP Return % 5.22
    7.14
    		5.22 | 9.07 17 | 17 Poor
    5Y SIP Return % 6.20
    7.50
    		5.85 | 8.85 13 | 15 Poor
    7Y SIP Return % 6.41
    7.54
    		5.74 | 8.93 13 | 15 Poor
    10Y SIP Return % 6.26
    7.44
    		6.02 | 9.04 12 | 15 Average
    15Y SIP Return % 7.03
    7.88
    		6.42 | 9.55 11 | 14 Average
    Standard Deviation 3.52
    3.44
    		1.88 | 4.73 11 | 17 Average
    Semi Deviation 2.45
    2.47
    		1.30 | 3.64 7 | 17 Good
    Max Drawdown % -2.46
    -2.42
    		-5.51 | -0.32 8 | 17 Good
    VaR 1 Y % -4.14
    -3.14
    		-5.37 | -0.23 14 | 17 Average
    Average Drawdown % -1.21
    -1.01
    		-1.95 | -0.31 13 | 17 Average
    Sharpe Ratio 0.38
    0.96
    		0.35 | 1.76 16 | 17 Poor
    Sterling Ratio 0.57
    0.74
    		0.57 | 1.03 16 | 17 Poor
    Sortino Ratio 0.18
    0.52
    		0.15 | 1.17 16 | 17 Poor
    Jensen Alpha % -3.04
    -0.10
    		-3.04 | 4.14 17 | 17 Poor
    Treynor Ratio 0.01
    0.03
    		0.01 | 0.06 16 | 17 Poor
    Modigliani Square Measure % 5.58
    7.51
    		5.58 | 13.08 17 | 17 Poor
    Alpha % -1.42
    0.56
    		-1.42 | 3.15 17 | 17 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.78 -0.68 -1.38 | -0.03 10 | 17 Good
    3M Return % -0.05 -0.35 -2.81 | 1.19 6 | 17 Good
    6M Return % 0.77 1.36 -1.19 | 3.97 13 | 17 Average
    1Y Return % 4.91 7.03 4.60 | 10.23 16 | 17 Poor
    3Y Return % 8.00 9.82 7.82 | 11.20 16 | 17 Poor
    5Y Return % 8.43 8.84 6.68 | 10.57 10 | 15 Average
    7Y Return % 7.50 8.98 5.71 | 11.66 13 | 15 Poor
    10Y Return % 7.70 8.80 6.74 | 10.93 12 | 15 Average
    1Y SIP Return % 2.71 4.38 0.53 | 8.72 15 | 17 Average
    3Y SIP Return % 6.20 8.07 6.20 | 9.42 17 | 17 Poor
    5Y SIP Return % 7.19 8.44 6.87 | 9.71 13 | 15 Poor
    7Y SIP Return % 7.39 8.49 6.73 | 10.32 13 | 15 Poor
    10Y SIP Return % 7.25 8.40 6.82 | 10.42 12 | 15 Average
    Standard Deviation 3.52 3.44 1.88 | 4.73 11 | 17 Average
    Semi Deviation 2.45 2.47 1.30 | 3.64 7 | 17 Good
    Max Drawdown % -2.46 -2.42 -5.51 | -0.32 8 | 17 Good
    VaR 1 Y % -4.14 -3.14 -5.37 | -0.23 14 | 17 Average
    Average Drawdown % -1.21 -1.01 -1.95 | -0.31 13 | 17 Average
    Sharpe Ratio 0.38 0.96 0.35 | 1.76 16 | 17 Poor
    Sterling Ratio 0.57 0.74 0.57 | 1.03 16 | 17 Poor
    Sortino Ratio 0.18 0.52 0.15 | 1.17 16 | 17 Poor
    Jensen Alpha % -3.04 -0.10 -3.04 | 4.14 17 | 17 Poor
    Treynor Ratio 0.01 0.03 0.01 | 0.06 16 | 17 Poor
    Modigliani Square Measure % 5.58 7.51 5.58 | 13.08 17 | 17 Poor
    Alpha % -1.42 0.56 -1.42 | 3.15 17 | 17 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    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.


    Date Sundaram Conservative Hybrid Fund NAV Regular Growth Sundaram Conservative Hybrid Fund NAV Direct Growth
    27-01-2026 29.6767 32.8743
    23-01-2026 29.6843 32.8816
    22-01-2026 29.7231 32.9244
    21-01-2026 29.6548 32.8484
    20-01-2026 29.6748 32.8703
    19-01-2026 29.7506 32.954
    16-01-2026 29.7852 32.9914
    14-01-2026 29.7582 32.961
    13-01-2026 29.7906 32.9966
    12-01-2026 29.8196 33.0284
    09-01-2026 29.7644 32.9665
    08-01-2026 29.8094 33.016
    07-01-2026 29.9041 33.1207
    06-01-2026 29.8942 33.1094
    05-01-2026 29.9153 33.1324
    02-01-2026 30.01 33.2365
    01-01-2026 30.006 33.2318
    31-12-2025 29.9739 33.196
    30-12-2025 29.9212 33.1373
    29-12-2025 29.9159 33.1312

    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.