Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Datagrid
Category Conservative Hybrid Fund
BMSMONEY Rank 17
Rating
Growth Option 27-04-2026
NAV ₹29.13(R) +0.19% ₹32.31(D) +0.2%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.58% 5.57% 6.62% 5.86% 6.26%
Direct -0.78% 6.53% 7.59% 6.78% 7.26%
Benchmark
SIP (XIRR) Regular -2.86% 2.89% 4.76% 5.47% 5.59%
Direct -2.16% 3.8% 5.72% 6.42% 6.56%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.06 -0.02 0.39 -1.72% -0.41
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
4.17% -4.36% -4.15% 1.15 3.12%
Fund AUM As on: 30/12/2025 20 Cr
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
Nippon India Conservative Hybrid Fund 2
Franklin India Conservative Hybrid Fund 3
Icici Prudential Regular Savings Fund 4

NAV Date: 27-04-2026

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) 18.19
0.0400
0.1900%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.3
0.0400
0.2000%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 29.13
0.0600
0.1900%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 32.31
0.0600
0.2000%

Review Date: 27-04-2026

Beginning of Analysis

Sundaram Conservative Hybrid Fund is the 16th ranked fund in the Conservative Hybrid Fund category. The category has total 17 funds. The 1 star rating shows a very poor past performance of the Sundaram Conservative Hybrid Fund in Conservative Hybrid Fund. The fund has a Jensen Alpha of -1.72% which is lower than the category average of 0.72%, showing poor performance. The fund has a Sharpe Ratio of -0.06 which is lower than the category average of 0.5.
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 0.91%, -1.71 and -1.76 in last one, three and six months respectively. In the same period the category average return was 2.09%, 0.66% and 0.3% respectively.
  • Sundaram Conservative Hybrid Fund has given a return of -0.78% in last one year. In the same period the Conservative Hybrid Fund category average return was 3.9%.
  • The fund has given a return of 6.53% in last three years and ranked 17.0th out of seventeen funds in the category. In the same period the Conservative Hybrid Fund category average return was 9.21%.
  • The fund has given a return of 7.59% in last five years and ranked 12th out of fifteen funds in the category. In the same period the Conservative Hybrid Fund category average return was 8.46%.
  • The fund has given a return of 7.26% in last ten years and ranked 13th out of fifteen funds in the category. In the same period the category average return was 8.48%.
  • The fund has given a SIP return of -2.16% in last one year whereas category average SIP return is 2.79%. The fund one year return rank in the category is 16th in 16 funds
  • The fund has SIP return of 3.8% in last three years and ranks 16th in 16 funds. Parag Parikh Conservative Hybrid Fund has given the highest SIP return (8.5%) in the category in last three years.
  • The fund has SIP return of 5.72% in last five years whereas category average SIP return is 7.83%.

Sundaram Conservative Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 4.17 and semi deviation of 3.12. The category average standard deviation is 4.04 and semi deviation is 3.11.
  • The fund has a Value at Risk (VaR) of -4.36 and a maximum drawdown of -4.15. The category average VaR is -4.23 and the maximum drawdown is -3.43. 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 % 0.83
    2.01
    		0.83 | 3.27 17 | 17 Poor
    3M Return % -1.84
    0.45
    		-1.84 | 3.47 17 | 17 Poor
    6M Return % -2.06
    -0.12
    		-2.06 | 1.99 17 | 17 Poor
    1Y Return % -1.58
    3.03
    		-1.58 | 7.03 17 | 17 Poor
    3Y Return % 5.57
    8.28
    		5.57 | 10.46 17 | 17 Poor
    5Y Return % 6.62
    7.52
    		5.43 | 9.22 12 | 15 Average
    7Y Return % 5.86
    7.60
    		4.93 | 9.64 14 | 15 Poor
    10Y Return % 6.26
    7.52
    		5.69 | 9.27 13 | 15 Poor
    15Y Return % 7.03
    8.14
    		6.32 | 9.62 13 | 15 Poor
    1Y SIP Return % -2.86
    1.80
    		-2.86 | 5.64 17 | 17 Poor
    3Y SIP Return % 2.89
    5.99
    		2.89 | 8.16 17 | 17 Poor
    5Y SIP Return % 4.76
    6.91
    		4.76 | 8.39 15 | 15 Poor
    7Y SIP Return % 5.47
    7.10
    		5.07 | 8.86 13 | 15 Poor
    10Y SIP Return % 5.59
    7.14
    		5.57 | 8.76 14 | 15 Poor
    15Y SIP Return % 6.58
    7.78
    		6.14 | 9.33 13 | 15 Poor
    Standard Deviation 4.17
    4.04
    		2.16 | 5.25 11 | 17 Average
    Semi Deviation 3.12
    3.11
    		1.75 | 4.10 9 | 17 Good
    Max Drawdown % -4.15
    -3.43
    		-5.51 | -1.72 15 | 17 Average
    VaR 1 Y % -4.36
    -4.23
    		-8.95 | -1.05 9 | 17 Good
    Average Drawdown % -1.88
    -1.63
    		-2.72 | -0.60 13 | 17 Average
    Sharpe Ratio -0.06
    0.50
    		-0.06 | 1.28 17 | 17 Poor
    Sterling Ratio 0.39
    0.59
    		0.39 | 0.86 17 | 17 Poor
    Sortino Ratio -0.02
    0.22
    		-0.02 | 0.65 17 | 17 Poor
    Jensen Alpha % -1.72
    0.72
    		-1.72 | 3.65 17 | 17 Poor
    Treynor Ratio -0.41
    -0.45
    		-0.77 | -0.32 6 | 17 Good
    Modigliani Square Measure % 5.54
    7.60
    		5.54 | 10.42 17 | 17 Poor
    Alpha % -1.64
    0.72
    		-1.64 | 3.91 17 | 17 Poor
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.91 2.09 0.91 | 3.36 17 | 17 Poor
    3M Return % -1.71 0.66 -1.71 | 3.74 17 | 17 Poor
    6M Return % -1.76 0.30 -1.76 | 2.39 17 | 17 Poor
    1Y Return % -0.78 3.90 -0.78 | 7.87 17 | 17 Poor
    3Y Return % 6.53 9.21 6.53 | 10.79 17 | 17 Poor
    5Y Return % 7.59 8.46 6.42 | 9.95 12 | 15 Average
    7Y Return % 6.78 8.56 5.69 | 11.02 14 | 15 Poor
    10Y Return % 7.26 8.48 6.50 | 10.40 13 | 15 Poor
    1Y SIP Return % -2.16 2.79 -2.16 | 6.47 16 | 16 Poor
    3Y SIP Return % 3.80 6.95 3.80 | 8.50 16 | 16 Poor
    5Y SIP Return % 5.72 7.83 5.72 | 9.05 14 | 14 Poor
    7Y SIP Return % 6.42 8.02 6.07 | 9.56 13 | 14 Poor
    10Y SIP Return % 6.56 8.09 6.55 | 9.94 13 | 14 Poor
    Standard Deviation 4.17 4.04 2.16 | 5.25 11 | 17 Average
    Semi Deviation 3.12 3.11 1.75 | 4.10 9 | 17 Good
    Max Drawdown % -4.15 -3.43 -5.51 | -1.72 15 | 17 Average
    VaR 1 Y % -4.36 -4.23 -8.95 | -1.05 9 | 17 Good
    Average Drawdown % -1.88 -1.63 -2.72 | -0.60 13 | 17 Average
    Sharpe Ratio -0.06 0.50 -0.06 | 1.28 17 | 17 Poor
    Sterling Ratio 0.39 0.59 0.39 | 0.86 17 | 17 Poor
    Sortino Ratio -0.02 0.22 -0.02 | 0.65 17 | 17 Poor
    Jensen Alpha % -1.72 0.72 -1.72 | 3.65 17 | 17 Poor
    Treynor Ratio -0.41 -0.45 -0.77 | -0.32 6 | 17 Good
    Modigliani Square Measure % 5.54 7.60 5.54 | 10.42 17 | 17 Poor
    Alpha % -1.64 0.72 -1.64 | 3.91 17 | 17 Poor
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    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
    27-04-2026 29.131 32.3119
    24-04-2026 29.075 32.2478
    23-04-2026 29.1649 32.3468
    22-04-2026 29.2409 32.4304
    21-04-2026 29.3195 32.517
    20-04-2026 29.2782 32.4706
    17-04-2026 29.2761 32.459
    16-04-2026 29.2471 32.4262
    15-04-2026 29.2647 32.4451
    13-04-2026 29.1636 32.3317
    10-04-2026 29.2188 32.3909
    09-04-2026 29.1308 32.2928
    08-04-2026 29.1913 32.3592
    07-04-2026 28.913 32.05
    06-04-2026 28.8654 31.9966
    02-04-2026 28.8142 31.9373
    30-03-2026 28.7287 31.8409
    27-03-2026 28.8925 32.0217

    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.