Hybrid Scheme - Conservative Hybrid FundSundaram Mutual Fund

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)

₹13.6387▲ 0.0074 (0.05%)

Scheme Type

Open Ended Schemes

NAV History

+0.97%

365 data points · Period: 1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,097

+1.0%

3Y Ago

₹10,748

+7.5%

5Y Ago

₹9,255

-7.4%

Past performance ≠ future results

Fund Analytics

Score: 62.3 / 100

Performance

Total Returns

Simple return over period

-0.03%

CAGR

Compound annual growth rate

-0.03%

Growth of ₹10K

Hypothetical investment value

₹9,997

SIP XIRR

SIP internal rate of return

+1.24%

Risk

Volatility (Ann.)

Std deviation of returns

4.23%LOW

Max Drawdown

Worst peak-to-trough

-3.97%

Sharpe Ratio

Risk-adjusted return

-1.43POOR

Sortino Ratio

Downside risk-adjusted return

-1.42POOR

Benchmark

Beta

Market sensitivity

0.19DEF

Alpha

Excess return vs benchmark

-4.63%

Tracking Error

Deviation from benchmark

11.18%

Information Ratio

Alpha per unit tracking error

-0.41

Treynor Ratio

Return per unit systematic risk

-32.40

Capture

Upside Capture

Participation in market gains

18.29%

Downside Capture

Participation in market losses

19.85%

Rolling Returns

1Y Rolling CAGR

Avg 2.2% (-3.1% – 11.0%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-0.0%-1.5%

-4.6%

3Y+1.3%+15.0%

-6.6%

5Y+2.3%+19.0%

-6.3%

Beta

1Y: 0.193Y: 0.225Y: 0.21

Underperforming 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

₹15,762

Total Value

₹3,15,762

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