Sundaram Conservative Hybrid Fund · Regular · Growth
NAV
₹29.3730
as of 14 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹20 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.22%
- 3Y
- +4.89%
- 5Y
- +6.16%
- Since Inception
- +6.81%
SIP returns (XIRR)
- 1Y
- -0.54%
- 3Y
- +2.75%
- 5Y
- +4.53%
- Since Inception
- +6.61%
What history actually did — last 10 years (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,99,085 today — ₹6,00,000 invested, 5.7% XIRR.
₹6,00,000
Invested
₹7,99,085
Value today
5.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,78,611 today (6.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹9,87,029.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹1,69,586 today (1.70×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-1.35
Sharpe Ratio
—
Alpha
—
Beta
-1.26
Sortino
3.41%
Std Dev
-4.27%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Sundaram Conservative Hybrid Fund · Regular · Growth 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 · Regular · Growth is a Conservative Hybrid mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 16 years. It manages assets worth ₹19.6 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Hybrid 85+15 Conservative Index.
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