Previously Known As : Sundaram Debt Oriented Hybrid Fund
Sundaram Conservative Hybrid Fund Datagrid
Category Conservative Hybrid Fund
BMSMONEY Rank 16
Rating
Growth Option 04-12-2025
NAV ₹29.84(R) 0.0% ₹33.03(D) +0.01%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.23% 6.77% 7.82% 6.75% 6.71%
Direct 4.19% 7.78% 8.8% 7.71% 7.7%
Benchmark
SIP (XIRR) Regular 3.74% 6.23% 6.11% 6.91% 6.57%
Direct 4.74% 7.26% 7.12% 7.91% 7.58%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.36 0.17 0.57 -3.44% 0.01
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
3.58% -4.14% -2.46% 1.21 2.49%
Fund AUM As on: 30/06/2025 27 Cr
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
Icici Prudential Regular Savings Fund 2
Nippon India Hybrid Bond Fund 3
Franklin India Debt Hybrid Fund 4

NAV Date: 04-12-2025

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) 18.63
0.0000
0.0000%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.75
0.0000
0.0100%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth 29.84
0.0000
0.0000%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth 33.03
0.0000
0.0100%

Review Date: 04-12-2025

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 -3.44% which is lower than the category average of -0.15%, showing poor performance. The fund has a Sharpe Ratio of 0.36 which is lower than the category average of 0.97.
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 0.52%, 1.85 and 0.89 in last one, three and six months respectively. In the same period the category average return was 0.36%, 2.1% and 2.41% respectively.
  • Sundaram Conservative Hybrid Fund has given a return of 4.19% in last one year. In the same period the Conservative Hybrid Fund category average return was 6.27%.
  • The fund has given a return of 7.78% 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 9.74%.
  • The fund has given a return of 8.8% in last five years and ranked 12th out of 15 funds in the category. In the same period the Conservative Hybrid Fund category average return was 9.35%.
  • The fund has given a return of 7.7% in last ten years and ranked 13th out of 15 funds in the category. In the same period the category average return was 8.79%.
  • The fund has given a SIP return of 4.74% in last one year whereas category average SIP return is 7.33%. The fund one year return rank in the category is 16th in 17 funds
  • The fund has SIP return of 7.26% in last three years and ranks 17th in 17 funds. Icici Prudential Regular Savings Fund has given the highest SIP return (10.89%) in the category in last three years.
  • The fund has SIP return of 7.12% in last five years whereas category average SIP return is 8.43%.

Sundaram Conservative Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 3.58 and semi deviation of 2.49. The category average standard deviation is 3.47 and semi deviation is 2.51.
  • The fund has a Value at Risk (VaR) of -4.14 and a maximum drawdown of -2.46. The category average VaR is -3.13 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 % 0.44
    0.29
    		-1.27 | 0.87 8 | 17 Good
    3M Return % 1.60
    1.89
    		-0.78 | 3.03 14 | 17 Average
    6M Return % 0.39
    1.97
    		-0.31 | 4.63 16 | 17 Poor
    1Y Return % 3.23
    5.37
    		2.41 | 9.15 16 | 17 Poor
    3Y Return % 6.77
    8.80
    		6.44 | 11.14 16 | 17 Poor
    5Y Return % 7.82
    8.38
    		6.05 | 10.17 11 | 15 Average
    7Y Return % 6.75
    8.16
    		5.12 | 10.43 13 | 15 Poor
    10Y Return % 6.71
    7.82
    		5.78 | 9.54 13 | 15 Poor
    15Y Return % 7.21
    8.19
    		6.47 | 9.71 12 | 14 Average
    1Y SIP Return % 3.74
    6.42
    		2.88 | 10.24 16 | 17 Poor
    3Y SIP Return % 6.23
    8.46
    		6.23 | 10.32 17 | 17 Poor
    5Y SIP Return % 6.11
    7.49
    		5.59 | 8.88 13 | 15 Poor
    7Y SIP Return % 6.91
    8.12
    		6.16 | 9.73 13 | 15 Poor
    10Y SIP Return % 6.57
    7.81
    		6.16 | 9.43 12 | 15 Average
    15Y SIP Return % 7.02
    7.95
    		6.46 | 9.59 11 | 14 Average
    Standard Deviation 3.58
    3.47
    		1.91 | 4.64 11 | 17 Average
    Semi Deviation 2.49
    2.51
    		1.33 | 3.61 7 | 17 Good
    Max Drawdown % -2.46
    -2.42
    		-5.51 | -0.32 8 | 17 Good
    VaR 1 Y % -4.14
    -3.13
    		-5.37 | -0.44 15 | 17 Average
    Average Drawdown % -1.26
    -1.13
    		-2.00 | -0.23 10 | 17 Good
    Sharpe Ratio 0.36
    0.97
    		0.22 | 1.84 16 | 17 Poor
    Sterling Ratio 0.57
    0.74
    		0.54 | 1.08 16 | 17 Poor
    Sortino Ratio 0.17
    0.52
    		0.09 | 1.19 16 | 17 Poor
    Jensen Alpha % -3.44
    -0.15
    		-3.44 | 4.01 17 | 17 Poor
    Treynor Ratio 0.01
    0.03
    		0.01 | 0.07 16 | 17 Poor
    Modigliani Square Measure % 5.66
    7.74
    		5.50 | 13.12 16 | 17 Poor
    Alpha % -1.83
    0.25
    		-2.05 | 3.35 15 | 17 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.52 0.36 -1.19 | 0.94 9 | 17 Good
    3M Return % 1.85 2.10 -0.55 | 3.26 14 | 17 Average
    6M Return % 0.89 2.41 0.15 | 5.04 16 | 17 Poor
    1Y Return % 4.19 6.27 3.32 | 10.01 16 | 17 Poor
    3Y Return % 7.78 9.74 7.47 | 11.47 16 | 17 Poor
    5Y Return % 8.80 9.35 7.03 | 11.13 12 | 15 Average
    7Y Return % 7.71 9.12 5.88 | 11.81 13 | 15 Poor
    10Y Return % 7.70 8.79 6.60 | 10.90 13 | 15 Poor
    1Y SIP Return % 4.74 7.33 3.81 | 11.11 16 | 17 Poor
    3Y SIP Return % 7.26 9.41 7.26 | 10.89 17 | 17 Poor
    5Y SIP Return % 7.12 8.43 6.60 | 9.71 13 | 15 Poor
    7Y SIP Return % 7.91 9.08 7.17 | 11.00 13 | 15 Poor
    10Y SIP Return % 7.58 8.77 6.93 | 10.82 12 | 15 Average
    Standard Deviation 3.58 3.47 1.91 | 4.64 11 | 17 Average
    Semi Deviation 2.49 2.51 1.33 | 3.61 7 | 17 Good
    Max Drawdown % -2.46 -2.42 -5.51 | -0.32 8 | 17 Good
    VaR 1 Y % -4.14 -3.13 -5.37 | -0.44 15 | 17 Average
    Average Drawdown % -1.26 -1.13 -2.00 | -0.23 10 | 17 Good
    Sharpe Ratio 0.36 0.97 0.22 | 1.84 16 | 17 Poor
    Sterling Ratio 0.57 0.74 0.54 | 1.08 16 | 17 Poor
    Sortino Ratio 0.17 0.52 0.09 | 1.19 16 | 17 Poor
    Jensen Alpha % -3.44 -0.15 -3.44 | 4.01 17 | 17 Poor
    Treynor Ratio 0.01 0.03 0.01 | 0.07 16 | 17 Poor
    Modigliani Square Measure % 5.66 7.74 5.50 | 13.12 16 | 17 Poor
    Alpha % -1.83 0.25 -2.05 | 3.35 15 | 17 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 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
    04-12-2025 29.8392 33.0281
    03-12-2025 29.8265 33.0132
    02-12-2025 29.8385 33.0255
    01-12-2025 29.8214 33.0057
    28-11-2025 29.8483 33.0329
    27-11-2025 29.8888 33.0767
    26-11-2025 29.9071 33.0961
    25-11-2025 29.8374 33.018
    24-11-2025 29.8327 33.012
    21-11-2025 29.8324 33.0089
    20-11-2025 29.878 33.0585
    19-11-2025 29.844 33.02
    18-11-2025 29.8057 32.9767
    17-11-2025 29.8062 32.9764
    14-11-2025 29.7832 32.9483
    13-11-2025 29.801 32.967
    12-11-2025 29.8047 32.9702
    11-11-2025 29.7649 32.9253
    10-11-2025 29.7253 32.8807
    07-11-2025 29.6665 32.8129
    06-11-2025 29.7003 32.8494
    04-11-2025 29.7097 32.8581

    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.