Hybrid Scheme - Conservative Hybrid FundSundaram Mutual Fund

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

₹21.4578▲ 0.0116 (0.05%)

Scheme Type

Open Ended Schemes

NAV History

+12.10%

365 data points · Period: 1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,210

+12.1%

3Y Ago

₹14,127

+41.3%

5Y Ago

₹14,152

+41.5%

Past performance ≠ future results

Fund Analytics

Score: 63.2 / 100

Performance

Total Returns

Simple return over period

+6.34%

CAGR

Compound annual growth rate

+6.34%

Growth of ₹10K

Hypothetical investment value

₹10,634

SIP XIRR

SIP internal rate of return

+6.73%

Risk

Volatility (Ann.)

Std deviation of returns

3.27%LOW

Max Drawdown

Worst peak-to-trough

-2.92%

Sharpe Ratio

Risk-adjusted return

0.10POOR

Sortino Ratio

Downside risk-adjusted return

0.15POOR

Benchmark

Beta

Market sensitivity

0.20DEF

Alpha

Excess return vs benchmark

+1.86%

Tracking Error

Deviation from benchmark

10.60%

Information Ratio

Alpha per unit tracking error

0.18

Treynor Ratio

Return per unit systematic risk

1.67

Capture

Upside Capture

Participation in market gains

24.36%

Downside Capture

Participation in market losses

17.77%

Rolling Returns

1Y Rolling CAGR

Avg 8.8% (0.2% – 18.7%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+6.3%-1.5%

+1.9%

3Y+8.9%+15.0%

+0.9%

5Y+8.2%+19.0%

-0.4%

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

₹1,12,432

Total Value

₹4,12,432

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