Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Conservative Hybrid · Scheme code 112869
Fund houseSundaram Mutual Fund
CategoryConservative Hybrid
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History15.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.28 | 2.44 | 3.39 | 5.09 | 7.78 | 7.07 | 4.51 | 4.26 | 4.38 |
| Conservative Hybrid category median |
— | — | — | 0.31 | 6.62 | 6.39 | — | 6.95 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.8% | 0.34 | 0.52 | — | — | -22.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 3,435 | -15.7% | 5.4% | 22.5% | 23% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.