Hybrid Scheme - Conservative Hybrid FundSundaram Mutual Fund

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Half yearly Income Distribution cum Capital Withdrawal (IDCW)

₹19.2742▲ 0.0099 (0.05%)

Scheme Type

Open Ended Schemes

NAV History

+10.29%

365 data points · Period: 1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,029

+10.3%

3Y Ago

₹13,497

+35.0%

5Y Ago

₹13,019

+30.2%

Past performance ≠ future results

Fund Analytics

Score: 63.0 / 100

Performance

Total Returns

Simple return over period

+5.26%

CAGR

Compound annual growth rate

+5.26%

Growth of ₹10K

Hypothetical investment value

₹10,526

SIP XIRR

SIP internal rate of return

+5.72%

Risk

Volatility (Ann.)

Std deviation of returns

3.28%LOW

Max Drawdown

Worst peak-to-trough

-3.39%

Sharpe Ratio

Risk-adjusted return

-0.22POOR

Sortino Ratio

Downside risk-adjusted return

-0.32POOR

Benchmark

Beta

Market sensitivity

0.20DEF

Alpha

Excess return vs benchmark

+0.78%

Tracking Error

Deviation from benchmark

10.60%

Information Ratio

Alpha per unit tracking error

0.07

Treynor Ratio

Return per unit systematic risk

-3.65

Capture

Upside Capture

Participation in market gains

23.64%

Downside Capture

Participation in market losses

18.42%

Rolling Returns

1Y Rolling CAGR

Avg 7.6% (-0.9% – 17.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2025-06-27

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+5.3%-1.5%

+0.8%

3Y+7.8%+15.0%

-0.2%

5Y+7.1%+19.0%

-1.4%

Beta

1Y: 0.203Y: 0.225Y: 0.20

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,01,235

Total Value

₹4,01,235

*Based on historical CAGR. Projections are illustrative, not guaranteed