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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ monitor_heart Health Score: 42/100 · WeakSundaram Mutual Fund · Hybrid · Conservative Hybrid
₹13.48
AUM: ₹18 Cr
NAV updated 16 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
1.13%
Exit Load
Nil
Fund Manager
S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria
Inception
Jan 2013
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Sharpe Ratio
—
Std Dev (1Y)
—
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.06%
3m
+0.62%
6m
-1.38%
1y
-0.83%
3y
+5.96%
5y
+7.18%
10y
+6.98%
since inception
+1.95%
rate_review TopFund's Take on Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) lags behind most of its peers in the Conservative Hybrid category, currently carrying a 2-star rating. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 42/100.
Cost: At 1.13%, the expense ratio runs 36% above the Conservative Hybrid category average of 0.83%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
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info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹13.48. NAV is updated every business day after market close by AMFI.
1Y: -0.83% · 3Y CAGR: 5.96% · 5Y CAGR: 7.18%
The expense ratio is 1.13% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is managed by S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria at Sundaram Mutual Fund.
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is a High risk fund. Suitable for investors with a 3+ year horizon.
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹19 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.