Sundaram Mutual FundConservative HybridDirect plan, growth

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)

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NAV: ₹32.58; —11 Sept 2026
AUM (₹ Cr): 19; Average, April - June 2026
Expense ratio: 1.13%; Regular 1.89%
Risk: —; SEBI riskometer

1Y return: 0.3%-3.5%; Category 3.7%
3Y CAGR: 5.3%-2.7%; Category 8.0%
5Y CAGR: 6.7%-0.9%; Category 7.6%

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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-1.2%	+0.6%	+0.8%	-1.9%	+0.3%	+5.3%	+6.7%	+6.5%	+7.6%
Benchmark	—	—	—	—	—	—	—	—	—
Conservative Hybrid average	-0.9%	1.4%	3.2%	1.7%	3.7%	8.0%	7.6%	7.9%	8.9%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund details

Fund house: Sundaram Mutual Fund
Category: Hybrid · Conservative Hybrid
Benchmark: —
Launch date: 5 Apr 2010 (16.4 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: S Bharath
Minimum SIP: ₹250
Minimum lumpsum: ₹5,000 (then ₹500)
Exit load: None
Lock-in: None
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF903J01OP6
ISIN, Regular Growth: INF903J01HB0
Scheme code: 119635, 112868

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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