hybridLow risk

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

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Sundaram Mutual Fund. It's been running since 5 Apr 2010.

Latest price per unit

₹19.2742

▲ 0.05% today

As of 27 Jun 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.1k gain · 5.1% / year

Invested 3 years ago

₹1.25 L

▲ ₹25.2k gain · 7.8% / year

Invested 5 years ago

₹1.41 L

▲ ₹40.7k gain · 7.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

3.4%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-22.15%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year5.10%

CAGR — 3 years7.78%

CAGR — 5 years7.07%

CAGR — since launch4.38%

Volatility — 1 year (annualised)3.30%

Volatility — 3 years (annualised)3.40%

Max drawdown — 1 year-3.39%

Max drawdown — 3 years-3.39%

Sharpe ratio — 1 year (rf=6%)-0.26

Sharpe ratio — 3 years (rf=6%)0.53

Fund info

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Conservative Hybrid Fund
Plan: Regular
Option: IDCW
ISIN (Growth): INF903J01HE4
ISIN (Div re-invest): INF903J01HH7
Fund code: 112869
First price on record: 5 Apr 2010 · 3,681 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.