Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Overview
Category Conservative Hybrid Fund
BMSMONEY Rank 14
BMSMONEY Rating
Gro. Opt. As On: 11-10-2024
NAV ₹28.79(R) -0.03% ₹31.52(D) -0.03%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 12.16% 6.7% 9.07% 6.36% 7.68%
LumpSum (D) 13.3% 7.72% 10.07% 7.42% 8.6%
SIP (R) -4.77% 7.47% 8.69% 7.87% 7.02%
SIP (D) -3.74% 8.52% 9.71% 8.86% 7.99%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.05 0.03 0.56 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
3.35% -2.97% -2.57% - 2.35%
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
SBI Conservative Hybrid Fund 2
Kotak Debt Hybrid Fund 3
Hdfc Hybrid Debt Fund 4

NAV Date: 11-10-2024

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) 13.37
0.0000
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) 13.48
0.0000
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 18.68
-0.0100
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 18.84
-0.0100
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW) 20.66
-0.0100
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.75
-0.0100
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 28.79
-0.0100
-0.0300%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 31.52
-0.0100
-0.0300%

Review Date: 11-10-2024

Sundaram Conservative Hybrid Fund has exhibited poor performance in the Conservative Hybrid Fund category. The fund has rank of 14 out of 17 funds in the category. The fund has delivered return of 12.16% in 1 year, 6.7% in 3 years, 9.07% in 5 years and 7.68% in 10 years. The category average for the same periods is 14.23%, 8.14%, 9.15% and 8.21% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 3.35, VaR of -2.97, Average Drawdown of -1.0, Semi Deviation of 2.35 and Max Drawdown of -2.57. The category average for the same parameters is 3.45, -3.09, -1.09, 2.46 and -2.65 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Sundaram Conservative Hybrid Fund direct growth option would have grown to ₹11330.0 in 1 year, ₹12499.0 in 3 years and ₹16155.0 in 5 years as of today (11-10-2024).
  2. An SIP of ₹1,000 per month in Sundaram Conservative Hybrid Fund direct growth option would have grown to ₹11755.0 in 1 year, ₹40944.0 in 3 years and ₹76636.0 in 5 years as of today (11-10-2024).
  3. standard deviation of 3.35 and based on VaR one can expect to lose more than -2.97% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.05 which shows average performance of fund in the conservative hybrid fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.44
0.68
0.12 | 1.40 16 | 18 Poor
3M Return % 2.34
2.73
1.98 | 3.49 13 | 18 Average
1Y Return % 12.16
14.23
9.86 | 18.40 14 | 18 Average
3Y Return % 6.70
8.14
5.76 | 11.12 13 | 17 Average
5Y Return % 9.07
9.15
4.76 | 12.20 10 | 16 Average
7Y Return % 6.36
7.48
4.25 | 9.93 13 | 16 Poor
10Y Return % 7.68
8.21
5.99 | 10.13 10 | 16 Average
1Y SIP Return % -4.77
-2.64
-6.44 | 2.00 16 | 18 Poor
3Y SIP Return % 7.47
9.24
6.22 | 12.01 12 | 17 Average
5Y SIP Return % 8.69
9.37
6.42 | 12.08 11 | 16 Average
7Y SIP Return % 7.87
8.78
6.00 | 11.56 11 | 16 Average
10Y SIP Return % 7.02
7.86
5.20 | 10.25 11 | 16 Average
Standard Deviation 3.35
3.45
2.01 | 4.22 7 | 17 Good
Semi Deviation 2.35
2.46
1.40 | 3.08 6 | 17 Good
Max Drawdown % -2.57
-2.65
-4.55 | -1.02 9 | 17 Good
VaR 1 Y % -2.97
-3.09
-4.78 | -0.69 8 | 17 Good
Average Drawdown % -1.00
-1.09
-1.50 | -0.42 5 | 17 Very Good
Sharpe Ratio 0.05
0.43
-0.28 | 1.26 13 | 17 Average
Sterling Ratio 0.56
0.68
0.44 | 1.00 13 | 17 Average
Sortino Ratio 0.03
0.22
-0.10 | 0.69 13 | 17 Average
Return data last Updated On : Oct. 11, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.53 0.76 0.20 | 1.47 16 | 18
3M Return % 2.61 2.96 2.19 | 3.65 13 | 18
1Y Return % 13.30 15.27 10.60 | 19.86 14 | 18
3Y Return % 7.72 9.11 6.76 | 11.46 13 | 17
5Y Return % 10.07 10.20 5.48 | 13.64 10 | 16
7Y Return % 7.42 8.51 5.03 | 11.35 14 | 16
10Y Return % 8.60 9.23 6.82 | 11.48 12 | 16
1Y SIP Return % -3.74 -1.73 -5.69 | 2.86 16 | 18
3Y SIP Return % 8.52 10.21 7.43 | 13.29 12 | 17
5Y SIP Return % 9.71 10.40 7.71 | 13.56 11 | 16
7Y SIP Return % 8.86 9.80 6.75 | 12.99 12 | 16
10Y SIP Return % 7.99 8.87 5.97 | 11.63 12 | 16
Standard Deviation 3.35 3.45 2.01 | 4.22 7 | 17
Semi Deviation 2.35 2.46 1.40 | 3.08 6 | 17
Max Drawdown % -2.57 -2.65 -4.55 | -1.02 9 | 17
VaR 1 Y % -2.97 -3.09 -4.78 | -0.69 8 | 17
Average Drawdown % -1.00 -1.09 -1.50 | -0.42 5 | 17
Sharpe Ratio 0.05 0.43 -0.28 | 1.26 13 | 17
Sterling Ratio 0.56 0.68 0.44 | 1.00 13 | 17
Sortino Ratio 0.03 0.22 -0.10 | 0.69 13 | 17
Return data last Updated On : Oct. 11, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.03 ₹ 9,997.00 -0.03 ₹ 9,997.00
1W 0.24 ₹ 10,024.00 0.26 ₹ 10,026.00
1M 0.44 ₹ 10,044.00 0.53 ₹ 10,053.00
3M 2.34 ₹ 10,234.00 2.61 ₹ 10,261.00
6M ₹ ₹
1Y 12.16 ₹ 11,216.00 13.30 ₹ 11,330.00
3Y 6.70 ₹ 12,149.00 7.72 ₹ 12,499.00
5Y 9.07 ₹ 15,439.00 10.07 ₹ 16,155.00
7Y 6.36 ₹ 15,397.00 7.42 ₹ 16,506.00
10Y 7.68 ₹ 20,961.00 8.60 ₹ 22,821.00
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -4.77 ₹ 11,688.00 -3.74 ₹ 11,755.39
3Y ₹ 36000 7.47 ₹ 40,309.78 8.52 ₹ 40,944.49
5Y ₹ 60000 8.69 ₹ 74,708.16 9.71 ₹ 76,635.54
7Y ₹ 84000 7.87 ₹ 111,152.58 8.86 ₹ 115,172.15
10Y ₹ 120000 7.02 ₹ 172,208.04 7.99 ₹ 181,268.76
15Y ₹ 180000 ₹ ₹


Date Sundaram Conservative Hybrid Fund NAV Regular Growth Sundaram Conservative Hybrid Fund NAV Direct Growth
11-10-2024 28.7869 31.5223
10-10-2024 28.7955 31.5308
09-10-2024 28.814 31.5502
08-10-2024 28.7662 31.4969
07-10-2024 28.6429 31.361
04-10-2024 28.7168 31.4393
03-10-2024 28.8502 31.5844
01-10-2024 29.0363 31.7864
30-09-2024 29.0101 31.7567
27-09-2024 29.0844 31.8354
26-09-2024 29.1567 31.9136
25-09-2024 29.0855 31.8348
24-09-2024 29.028 31.7709
23-09-2024 29.0104 31.7508
20-09-2024 28.9655 31.6989
19-09-2024 28.8805 31.605
17-09-2024 28.8527 31.5728
16-09-2024 28.8524 31.5715
13-09-2024 28.8046 31.5166
12-09-2024 28.7952 31.5053
11-09-2024 28.6609 31.3575

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.