Sundaram Conservative Hybrid Fund · Regular · Growth
NAV
₹29.0376
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
AUM
₹19 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.96%
- 3Y
- +4.18%
- 5Y
- +4.21%
- Since Inception
- +6.65%
SIP returns (XIRR)
- 1Y
- -2.43%
- 3Y
- +1.39%
- 5Y
- +3.59%
- Since Inception
- +6.34%
What history actually did — last 10 years (Oct 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,74,229 today — ₹5,95,000 invested, 5.2% XIRR.
₹5,95,000
Invested
₹7,74,229
Value today
5.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,68,045 today (5.3% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2016 would still hold ₹9,06,217.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Oct 2016 – Sept 2026) (22 Mar 2020) would be ₹1,67,650 today (1.68×).
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-1.83
Sharpe Ratio
—
Alpha
—
Beta
-1.68
Sortino
3.38%
Std Dev
-4.27%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
Sundaram Conservative Hybrid Fund · Regular · Growth invests 75-90% in debt instruments and 10-25% in equity, aiming to provide regular income with some capital appreciation, and a small 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 ₹18.8 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Hybrid 85+15 Conservative Index.