hybridLow risk

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Monthly 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 9 Aug 2016.

Latest price per unit

₹13.6387

▲ 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

₹99.8k

▼ ₹189 loss · -0.2% / year

Invested 3 years ago

₹1.04 L

▲ ₹3.9k gain · 1.3% / year

Invested 5 years ago

₹1.12 L

▲ ₹12.1k gain · 2.3% / 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

4.6%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-22.99%

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 year-0.19%

CAGR — 3 years1.29%

CAGR — 5 years2.31%

CAGR — since launch-0.18%

Volatility — 1 year (annualised)4.25%

Volatility — 3 years (annualised)4.57%

Max drawdown — 1 year-3.97%

Max drawdown — 3 years-4.29%

Sharpe ratio — 1 year (rf=6%)-1.46

Sharpe ratio — 3 years (rf=6%)-1.02

Fund info

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Conservative Hybrid Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF903J01OQ4
ISIN (Div re-invest): INF903J01OT8
Fund code: 119636
First price on record: 9 Aug 2016 · 2,148 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.