Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
₹29.0300
₹0.05 (-0.18%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹29.0300
₹0.05 (-0.18%)
29 May 2026
AMFI: 112868
Direct · Growth
₹₹32.2204
₹0.06 (-0.18%)
29 May 2026
AMFI: 119635
Regular · IDCW
₹₹18.1286
₹0.03 (-0.18%)
29 May 2026
AMFI: 112870
Direct · IDCW
₹₹20.2427
₹0.04 (-0.18%)
29 May 2026
AMFI: 119637
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹97,000
Invested
₹1,69,826
Value today
6.6%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹2,903
Value today
6.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹9,70,000
Withdrawn
₹12,04,735
Corpus left
+₹11,74,735 net gain — withdrew ₹9,70,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹4,85,48,130
Value today
+2687.2%
vs lumpsum
STP beat direct lumpsum by 2687.2% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹1,67,606
Value today
1.7×
Multiple
Staying invested through that crash turned ₹1L into ₹1,67,606 — a 1.7× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹84,979
Regular plan
₹80,745
Direct earns ₹4,234 more on a ₹60K investment — 0.71% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-1.48
Sharpe Ratio
—
Alpha
—
Beta
-1.41
Sortino
3.43%
Std Dev
-4.27%
Max Drawdown
Portfolio Holdings
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - 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 (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - 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