Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 41/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)5.68%
- Expense ratio (20%)1.13%
- AUM (15%)₹19 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Hybrid · Conservative Hybrid
₹32.81
AUM: ₹18 Cr
NAV updated 22 days ago
Plan
Direct
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
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.43%
3m
+1.89%
6m
+0.24%
1y
+1.17%
3y
+5.68%
5y
+6.83%
10y
+6.65%
since inception
-0.18%
TopFund's Take on Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - 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 41/100.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
ICICI Prudential Arbitrage Fund - Growth
ICICI Prudential Mutual Fund
Parag Parikh Conservative Hybrid Fund - Direct Plan - Growth
PPFAS Mutual Fund
SBI Children's Fund - Savings Plan - DIRECT PLAN - GROWTH
SBI Mutual Fund
ITI Arbitrage Fund - Direct Plan - Growth Option
ITI Mutual Fund
Axis Conservative Hybrid Fund - Direct Plan - Half Yearly
Axis Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW
The current NAV (Net Asset Value) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW is ₹32.81. NAV is updated every business day after market close by AMFI.
1Y: 1.17% · 3Y CAGR: 5.68% · 5Y CAGR: 6.83%
The expense ratio of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW is 1.13% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - 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) Direct Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCW is ₹19 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.