MF
MFGenie.ai
Conservative Hybridregularidcw

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund

₹13.4752

0.01 (+0.05%)

NAV as of 27 Jun 2025

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.45%
1 Month-0.85%
3 Months+0.71%
6 Months+1.05%
1 Year-0.60%
3 Years (CAGR)+1.30%
5 Years (CAGR)+2.30%
10 Years (CAGR)+0.27%
Since Inception (Apr 2010)+1.95%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+0.56%
3 Year SIP+0.39%
5 Year SIP+1.06%
Since Inception (Apr 2010)+1.22%

Fund Details

Fund HouseSundaram Mutual Fund
CategoryConservative Hybrid
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date01 Apr 2010
AMFI Code112867

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Compare with Similar Funds

View all Conservative Hybrid funds

Investment Objective

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) invests 75-90% in debt instruments and 10-25% in equity, aiming to provide regular income with moderate capital appreciation. It is suitable for conservative investors seeking stable returns with limited equity exposure.

About This Fund

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is a Conservative Hybrid mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 16 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations