Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Overview
Category Conservative Hybrid Fund
BMSMONEY Rank 15
Rating
Growth Option 23-06-2025
NAV ₹29.55(R) -0.07% ₹32.57(D) -0.07%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.11% 8.67% 8.8% 6.7% 6.97%
Direct 7.12% 9.7% 9.77% 7.69% 7.92%
Benchmark
SIP (XIRR) Regular 5.31% 3.96% 6.69% 7.21% 6.87%
Direct 6.28% 4.96% 7.7% 8.2% 7.87%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.73 0.36 0.69 -2.44% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
3.65% -3.34% -2.46% 1.14 2.58%
Fund AUM As on: 31/03/2025 27 Cr
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
Franklin India Debt Hybrid Fund 2
Dsp Regular Savings Fund 3
Icici Prudential Regular Savings Fund 4

NAV Date: 23-06-2025

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) 13.4
-0.0100
-0.0700%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) 13.57
-0.0100
-0.0700%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 19.02
-0.0100
-0.0700%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 19.17
-0.0100
-0.0700%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 21.08
-0.0100
-0.0700%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 21.34
-0.0100
-0.0700%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 29.55
-0.0200
-0.0700%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 32.57
-0.0200
-0.0700%

Review Date: 23-06-2025

Beginning of Analysis

In the Conservative Hybrid Fund category, Sundaram Conservative Hybrid Fund is the 15th 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 -2.44% which is lower than the category average of -0.53%, reflecting poor performance. The fund has a Sharpe Ratio of 0.73 which is lower than the category average of 1.1.
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 -0.64%, 2.52 and 3.3 in last one, three and six months respectively. In the same period the category average return was -0.01%, 3.33% and 4.23% respectively.
  • Sundaram Conservative Hybrid Fund has given a return of 7.12% in last one year. In the same period the Conservative Hybrid Fund category average return was 8.53%.
  • The fund has given a return of 9.7% in last three years and ranked 15.0th out of 17 funds in the category. In the same period the Conservative Hybrid Fund category average return was 11.35%.
  • The fund has given a return of 9.77% in last five years and ranked 13th out of 15 funds in the category. In the same period the Conservative Hybrid Fund category average return was 10.8%.
  • The fund has given a return of 7.92% 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 6.28% in last one year whereas category average SIP return is 8.33%. The fund one year return rank in the category is 17th in 17 funds
  • The fund has SIP return of 4.96% in last three years and ranks 16th in 17 funds. Franklin India Debt Hybrid Fund has given the highest SIP return (9.22%) in the category in last three years.
  • The fund has SIP return of 7.7% in last five years whereas category average SIP return is 8.8%.

Sundaram Conservative Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 3.65 and semi deviation of 2.58. The category average standard deviation is 3.72 and semi deviation is 2.71.
  • The fund has a Value at Risk (VaR) of -3.34 and a maximum drawdown of -2.46. The category average VaR is -3.25 and the maximum drawdown is -2.42. The fund has a beta of 1.14 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 % -0.72
    -0.09
    		-0.72 | 0.59 17 | 17 Poor
    3M Return % 2.28
    3.11
    		2.28 | 4.25 17 | 17 Poor
    6M Return % 2.85
    3.79
    		2.04 | 5.12 15 | 17 Average
    1Y Return % 6.11
    7.61
    		6.03 | 9.68 16 | 17 Poor
    3Y Return % 8.67
    10.39
    		7.66 | 12.49 15 | 17 Average
    5Y Return % 8.80
    9.81
    		6.85 | 12.00 12 | 15 Average
    7Y Return % 6.70
    8.03
    		4.96 | 10.31 13 | 15 Poor
    10Y Return % 6.97
    7.82
    		5.60 | 9.60 11 | 15 Average
    15Y Return % 7.39
    8.34
    		6.47 | 9.75 11 | 13 Average
    1Y SIP Return % 5.31
    7.41
    		5.31 | 9.17 17 | 17 Poor
    3Y SIP Return % 3.96
    6.02
    		3.63 | 8.44 16 | 17 Poor
    5Y SIP Return % 6.69
    7.84
    		5.35 | 9.33 12 | 15 Average
    7Y SIP Return % 7.21
    8.32
    		6.19 | 10.18 11 | 15 Average
    10Y SIP Return % 6.87
    7.98
    		5.75 | 9.81 12 | 15 Average
    15Y SIP Return % 7.27
    8.15
    		6.33 | 9.67 10 | 13 Average
    Standard Deviation 3.65
    3.72
    		2.07 | 5.00 9 | 17 Good
    Semi Deviation 2.58
    2.71
    		1.45 | 3.88 7 | 17 Good
    Max Drawdown % -2.46
    -2.42
    		-5.51 | -0.32 8 | 17 Good
    VaR 1 Y % -3.34
    -3.25
    		-5.51 | -0.74 10 | 17 Good
    Average Drawdown % -0.97
    -1.02
    		-1.67 | -0.21 6 | 17 Good
    Sharpe Ratio 0.73
    1.10
    		0.45 | 1.86 14 | 17 Average
    Sterling Ratio 0.69
    0.81
    		0.62 | 1.09 14 | 17 Average
    Sortino Ratio 0.36
    0.58
    		0.20 | 1.11 14 | 17 Average
    Jensen Alpha % -2.44
    -0.53
    		-4.05 | 3.92 14 | 17 Average
    Treynor Ratio 0.02
    0.04
    		0.01 | 0.07 14 | 17 Average
    Modigliani Square Measure % 7.23
    8.50
    		6.23 | 13.04 13 | 17 Average
    Alpha % -1.17
    0.26
    		-2.32 | 2.44 14 | 17 Average
    Return data last Updated On : June 23, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : May 30, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.64 -0.01 -0.64 | 0.65 17 | 17
    3M Return % 2.52 3.33 2.48 | 4.47 16 | 17
    6M Return % 3.30 4.23 2.47 | 5.41 16 | 17
    1Y Return % 7.12 8.53 7.05 | 10.37 15 | 17
    3Y Return % 9.70 11.35 8.70 | 13.44 15 | 17
    5Y Return % 9.77 10.80 7.85 | 13.10 13 | 15
    7Y Return % 7.69 9.00 5.73 | 11.69 13 | 15
    10Y Return % 7.92 8.80 6.42 | 10.99 12 | 15
    1Y SIP Return % 6.28 8.33 6.28 | 10.02 17 | 17
    3Y SIP Return % 4.96 6.95 4.68 | 9.22 16 | 17
    5Y SIP Return % 7.70 8.80 6.38 | 10.58 12 | 15
    7Y SIP Return % 8.20 9.29 7.16 | 11.61 12 | 15
    10Y SIP Return % 7.87 8.95 6.53 | 11.21 12 | 15
    Standard Deviation 3.65 3.72 2.07 | 5.00 9 | 17
    Semi Deviation 2.58 2.71 1.45 | 3.88 7 | 17
    Max Drawdown % -2.46 -2.42 -5.51 | -0.32 8 | 17
    VaR 1 Y % -3.34 -3.25 -5.51 | -0.74 10 | 17
    Average Drawdown % -0.97 -1.02 -1.67 | -0.21 6 | 17
    Sharpe Ratio 0.73 1.10 0.45 | 1.86 14 | 17
    Sterling Ratio 0.69 0.81 0.62 | 1.09 14 | 17
    Sortino Ratio 0.36 0.58 0.20 | 1.11 14 | 17
    Jensen Alpha % -2.44 -0.53 -4.05 | 3.92 14 | 17
    Treynor Ratio 0.02 0.04 0.01 | 0.07 14 | 17
    Modigliani Square Measure % 7.23 8.50 6.23 | 13.04 13 | 17
    Alpha % -1.17 0.26 -2.32 | 2.44 14 | 17
    Return data last Updated On : June 23, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : May 30, 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
    23-06-2025 29.5545 32.5678
    20-06-2025 29.5763 32.5892
    19-06-2025 29.4698 32.471
    18-06-2025 29.5175 32.5227
    17-06-2025 29.5416 32.5483
    16-06-2025 29.5849 32.5951
    13-06-2025 29.465 32.4603
    12-06-2025 29.5459 32.5486
    11-06-2025 29.621 32.6305
    10-06-2025 29.6199 32.6284
    09-06-2025 29.6447 32.6548
    06-06-2025 29.6862 32.6978
    05-06-2025 29.7514 32.7688
    04-06-2025 29.7236 32.7373
    03-06-2025 29.6996 32.7099
    02-06-2025 29.7308 32.7434
    30-05-2025 29.7335 32.7438
    29-05-2025 29.7938 32.8092
    28-05-2025 29.7938 32.8084
    27-05-2025 29.7788 32.791
    26-05-2025 29.8186 32.8339
    23-05-2025 29.7685 32.776

    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.