Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Datagrid
Category Conservative Hybrid Fund
BMSMONEY Rank 17
Rating
Growth Option 30-09-2026
NAV ₹29.04(R) +0.05% ₹32.31(D) +0.05%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.96% 4.18% 4.19% 6.49% 5.39%
Direct -0.26% 5.1% 5.12% 7.43% 6.38%
Benchmark
SIP (XIRR) Regular -2.52% -2.45% 2.28% 4.03% 3.97%
Direct -1.83% -1.63% 3.2% 4.98% 4.92%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.21 -0.07 0.35 -2.15% -0.01
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
4.14% -4.36% -4.14% 1.09 3.05%
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
ICICI Prudential Regular Savings Fund 3
SBI Conservative Hybrid Fund 4

NAV Date: 30-09-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW) 18.13
0.0100
0.0500%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW) 20.3
0.0100
0.0500%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 29.04
0.0100
0.0500%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 32.31
0.0200
0.0500%

Review Date: 30-09-2026

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 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 -2.15% which is lower than the category average of 0.69%, showing poor performance. The fund has a Sharpe Ratio of -0.21 which is lower than the category average of 0.48.
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 -1.54%, -0.55 and 1.48 in last one, three and six months respectively. In the same period the category average return was -1.23%, -0.49% and 3.72% respectively.
  • Sundaram Conservative Hybrid Fund has given a return of -0.26% in last one year. In the same period the Conservative Hybrid Fund category average return was 2.89%.
  • The fund has given a return of 5.1% 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 7.69%.
  • The fund has given a return of 5.12% in last five years and ranked 16th out of sixteen funds in the category. In the same period the Conservative Hybrid Fund category average return was 7.17%.
  • The fund has given a return of 6.38% in last ten years and ranked 14th out of fifteen funds in the category. In the same period the category average return was 7.71%.
  • The fund has given a SIP return of -1.83% in last one year whereas category average SIP return is 1.96%. The fund one year return rank in the category is 17th in 17 funds
  • The fund has SIP return of -1.63% in last three years and ranks 17th in 17 funds. Franklin India Conservative Hybrid Fund has given the highest SIP return (4.77%) in the category in last three years.
  • The fund has SIP return of 3.2% in last five years whereas category average SIP return is 5.8%.

Sundaram Conservative Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 4.14 and semi deviation of 3.05. The category average standard deviation is 4.15 and semi deviation is 3.13.
  • The fund has a Value at Risk (VaR) of -4.36 and a maximum drawdown of -4.14. The category average VaR is -4.23 and the maximum drawdown is -3.42. 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 % -1.60
    -1.29
    		-1.99 | -0.35 14 | 17 Average
    3M Return % -0.74
    -0.69
    		-2.17 | 0.69 11 | 17 Average
    6M Return % 1.08
    3.29
    		1.08 | 4.79 17 | 17 Poor
    1Y Return % -0.96
    2.05
    		-0.96 | 5.54 17 | 17 Poor
    3Y Return % 4.18
    6.78
    		4.18 | 8.81 17 | 17 Poor
    5Y Return % 4.19
    6.29
    		4.19 | 8.71 16 | 16 Poor
    7Y Return % 6.49
    7.45
    		5.27 | 9.38 12 | 15 Average
    10Y Return % 5.39
    6.75
    		5.21 | 8.43 14 | 15 Poor
    1Y SIP Return % -2.52
    1.13
    		-2.52 | 4.63 17 | 17 Poor
    3Y SIP Return % -2.45
    0.69
    		-2.45 | 4.07 17 | 17 Poor
    5Y SIP Return % 2.28
    4.92
    		2.28 | 7.11 16 | 16 Poor
    7Y SIP Return % 4.03
    5.87
    		4.03 | 7.56 15 | 15 Poor
    10Y SIP Return % 3.97
    5.69
    		3.97 | 7.28 15 | 15 Poor
    15Y SIP Return % 5.15
    6.56
    		5.15 | 7.99 15 | 15 Poor
    Standard Deviation 4.14
    4.15
    		2.28 | 5.35 9 | 17 Good
    Semi Deviation 3.05
    3.13
    		1.79 | 4.09 7 | 17 Good
    Max Drawdown % -4.14
    -3.42
    		-5.51 | -1.71 15 | 17 Average
    VaR 1 Y % -4.36
    -4.23
    		-8.94 | -1.05 9 | 17 Good
    Average Drawdown % 1.87
    1.63
    		0.59 | 2.71 5 | 17 Very Good
    Sharpe Ratio -0.21
    0.48
    		-0.21 | 1.28 17 | 17 Poor
    Sterling Ratio 0.35
    0.59
    		0.35 | 0.87 17 | 17 Poor
    Sortino Ratio -0.07
    0.22
    		-0.07 | 0.65 17 | 17 Poor
    Jensen Alpha % -2.15
    0.69
    		-2.15 | 4.01 17 | 17 Poor
    Treynor Ratio -0.01
    0.02
    		-0.01 | 0.06 17 | 17 Poor
    Modigliani Square Measure % -0.73
    1.69
    		-0.73 | 4.51 17 | 17 Poor
    Alpha % -2.13
    0.86
    		-2.13 | 4.12 17 | 17 Poor
    Return data last Updated On : Sept. 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -1.54 -1.23 -1.91 | -0.32 14 | 17 Average
    3M Return % -0.55 -0.49 -1.93 | 0.89 10 | 17 Good
    6M Return % 1.48 3.72 1.48 | 5.21 17 | 17 Poor
    1Y Return % -0.26 2.89 -0.26 | 6.37 17 | 17 Poor
    3Y Return % 5.10 7.69 5.10 | 9.14 17 | 17 Poor
    5Y Return % 5.12 7.17 5.12 | 9.04 16 | 16 Poor
    7Y Return % 7.43 8.41 6.02 | 10.47 12 | 15 Average
    10Y Return % 6.38 7.71 6.02 | 9.48 14 | 15 Poor
    1Y SIP Return % -1.83 1.96 -1.83 | 5.46 17 | 17 Poor
    3Y SIP Return % -1.63 1.55 -1.63 | 4.77 17 | 17 Poor
    5Y SIP Return % 3.20 5.80 3.20 | 7.45 16 | 16 Poor
    7Y SIP Return % 4.98 6.81 4.98 | 8.12 15 | 15 Poor
    10Y SIP Return % 4.92 6.63 4.92 | 8.43 15 | 15 Poor
    Standard Deviation 4.14 4.15 2.28 | 5.35 9 | 17 Good
    Semi Deviation 3.05 3.13 1.79 | 4.09 7 | 17 Good
    Max Drawdown % -4.14 -3.42 -5.51 | -1.71 15 | 17 Average
    VaR 1 Y % -4.36 -4.23 -8.94 | -1.05 9 | 17 Good
    Average Drawdown % 1.87 1.63 0.59 | 2.71 5 | 17 Very Good
    Sharpe Ratio -0.21 0.48 -0.21 | 1.28 17 | 17 Poor
    Sterling Ratio 0.35 0.59 0.35 | 0.87 17 | 17 Poor
    Sortino Ratio -0.07 0.22 -0.07 | 0.65 17 | 17 Poor
    Jensen Alpha % -2.15 0.69 -2.15 | 4.01 17 | 17 Poor
    Treynor Ratio -0.01 0.02 -0.01 | 0.06 17 | 17 Poor
    Modigliani Square Measure % -0.73 1.69 -0.73 | 4.51 17 | 17 Poor
    Alpha % -2.13 0.86 -2.13 | 4.12 17 | 17 Poor
    Return data last Updated On : Sept. 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    30-09-2026 29.0376 32.3109
    29-09-2026 29.0233 32.2943
    28-09-2026 29.0441 32.3169
    25-09-2026 29.1475 32.4299
    24-09-2026 29.1235 32.4025
    23-09-2026 29.2797 32.5756
    22-09-2026 29.2638 32.5573
    21-09-2026 29.2645 32.5574
    18-09-2026 29.2513 32.5407
    17-09-2026 29.2133 32.4976
    16-09-2026 29.195 32.4767
    15-09-2026 29.1615 32.4387
    11-09-2026 29.2938 32.5832
    10-09-2026 29.3626 32.659
    09-09-2026 29.3695 32.666
    08-09-2026 29.4442 32.7484
    07-09-2026 29.473 32.7798
    04-09-2026 29.4985 32.8061
    03-09-2026 29.5041 32.8117
    02-09-2026 29.5014 32.808
    01-09-2026 29.5499 32.8612
    31-08-2026 29.5096 32.8157

    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.