Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Over 17 years of operational history across different market cycles.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +2.43% | +1.94% | +0.49% |
| 3 Months | +0.03% | +0.03% | 0.00% |
| 6 Months | +2.00% | +2.40% | -0.40% |
| 1 Year | -0.35% | +2.66% | -3.01% |
| 3 Years CAGR | +4.82% | +6.99% | -2.17% |
| 5 Years CAGR | +4.50% | +6.45% | -1.95% |
| 7 Years CAGR | +6.50% | +7.69% | -1.19% |
| 10 Years CAGR | +5.52% | +6.77% | -1.25% |
| Since Inception | +6.74% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -1.04% | +2.59% | -3.63% |
| 2025 | +4.26% | +6.07% | -1.81% |
| 2024 | +8.02% | +10.16% | -2.14% |
| 2023 | +9.19% | +10.90% | -1.71% |
| 2022 | +2.77% | +3.04% | -0.27% |
| 2021 | +14.49% | +9.98% | +4.51% |
| 2020 | +7.34% | +10.19% | -2.85% |
| 2019 | +0.92% | +6.88% | -5.96% |
| 2018 | -1.16% | +0.32% | -1.48% |
| 2017 | +12.11% | +10.97% | +1.14% |
| 2016 | +9.94% | +9.05% | +0.89% |
| 2015 | +8.68% | +6.27% | +2.41% |
| 2014 | +21.55% | +20.04% | +1.51% |
| 2013 | +0.04% | +5.37% | -5.33% |
| 2012 | +16.96% | +15.25% | +1.71% |
| 2011 | -3.48% | -0.32% | -3.16% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -10.80% | +7.13% | +7.02% | +26.53% | 86.8% | - |
| 3-Year Rolling | -0.49% | +7.57% | +7.56% | +15.66% | 99.9% | - |
| 5-Year Rolling | +3.17% | +7.65% | +7.62% | +11.78% | 100.0% | - |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2019-06-03 | 2020-03-23 | -13.2% | 10 months | 7 months |
| 2013-05-20 | 2013-08-19 | -10.5% | 3 months | 7 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments | 10%-25%; Debt instruments: 75%-90%; Investment in InvITs: 0%-10% |
Investment Objective & Strategy
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 20.0 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to Conservative Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Non-equity oriented schemes (e.g. Conservative Hybrid): Capital gains are added to taxable income and taxed at your applicable income tax slab rates regardless of the holding period.
Closest Conservative Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| LIC MF Conservative Hybrid Fund | 2.2 | +5.75% | 2.22% | - | Rs 45.8 cr | Compare → |
| BANK OF INDIA Conservative Hybrid Fund | 2.5 | +5.92% | 2.27% | - | Rs 70.3 cr | Compare → |
| Axis Conservative Hybrid Fund | 3.5 | +5.94% | 2.15% | - | Rs 217 cr | Compare → |
| BANDHAN Conservative Hybrid Fund | 4.1 | +6.77% | 1.94% | - | Rs 85.2 cr | Compare → |
| CANARA ROBECO CONSERVATIVE HYBRID FUND | 3.7 | +6.84% | 1.89% | - | Rs 817 cr | Compare → |
Frequently Asked Questions about Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund
What is the expense ratio of Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund?
Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund has a total expense ratio (TER) of 1.86% with a base expense ratio of 1.59%, compared to the Conservative Hybrid category median of 1.89%.
Who manages Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund?
Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund is managed by FM1- Mr. Kumaresh Ramakrishnan (FI Portion).
What are the historical returns of Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund?
Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund delivered a 3-year CAGR of 4.82% and a 5-year CAGR of 4.5%. Its 1-year return stands at -0.35%.
How large is Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund?
Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund manages assets of Rs 20.0 cr, placing it in the 'too small' size band relative to Conservative Hybrid peers.
How is Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund scored on MFIQ?
Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund holds an MFIQ Score of 2.2/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund?
Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 3.45% with a maximum historical drawdown of -13.23%.