Sundaram Conservative Hybrid Fund · Regular · Growth
NAV
₹29.3030
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹20 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.81%
- 3Y
- +5.09%
- 5Y
- +6.32%
- Since Inception
- +6.83%
SIP returns (XIRR)
- 1Y
- -1.18%
- 3Y
- +2.86%
- 5Y
- +4.63%
- Since Inception
- +6.64%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹97,500
Invested
₹1,70,476
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
₹2,906
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
₹9,75,000
Withdrawn
₹12,00,775
Corpus left
+₹11,75,775 net gain — withdrew ₹9,75,000 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
₹17,44,510
Value today
+0.1%
vs lumpsum
STP beat direct lumpsum by 0.1% — 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
₹1,67,752
Value today
1.7×
Multiple
Staying invested through that crash turned ₹1L into ₹1,67,752 — a 1.7× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-1.61
Sharpe Ratio
—
Alpha
—
Beta
-1.52
Sortino
3.41%
Std Dev
-4.27%
Max Drawdown
Performance Comparison
Thinking about Sundaram Conservative Hybrid Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
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