Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Direct Plan

Conservative HybridHybrid Rank 19 of 20

NAV · Direct-Growth

₹32.26+0.03+0.08%

As of 5 Oct 2026 · AMFI

NAV growth-1.2%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Trails its Conservative Hybrid category on 1Y, 3Y & 5Y.

1Y return

-1.0%

-11.5 vs cat

3Y CAGR

+5.1%

-4.1 vs cat

5Y CAGR

+5.1%

-2.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

4.3%

3Y std dev

Go deeper on Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Direct Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Conservative Hybrid Fund (Formerly Known As Sundaram Debt Oriented Hybrid Fund) Direct Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan is a Conservative Hybrid scheme from Sundaram. Long-run track record: about 5.1% CAGR over 5 years. Worst historical drawdown: -100% in Jan 2013, recovered in 0 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903J01OP6

NAV (Direct-Growth)

₹32.2603

Last 1Y

-1.16%

Oct 25Min ₹31.84 · Max ₹33.24 · 242 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jan 2013

-100.0%

Peak ₹11.94 on 1 Jan 2013 → trough ₹0.00 on 3 Jan 2013 (0 months down).

Recovered in 0 months· 8 Jan 2013

Mar 2020

-12.6%

Peak ₹20.85 on 3 Jun 2019 → trough ₹18.22 on 23 Mar 2020 (10 months down).

Recovered in 4 months· 21 Jul 2020

Aug 2013

-10.4%

Peak ₹12.15 on 20 May 2013 → trough ₹10.89 on 19 Aug 2013 (3 months down).

Recovered in 7 months· 28 Mar 2014

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.17%	-0.12%	14/ 20
1M	-1.66%	-1.28%	18/ 20
3M	-1.09%	-1.04%	11/ 20
6M	+1.01%	+12.39%	19/ 20
YTD	-2.82%	+9.12%	19/ 20
1Y	-0.96%	+10.58%	19/ 20
2Y	+1.30%	+6.88%	19/ 20
3Y	+5.09%	+9.17%	19/ 20
5Y	+5.08%	+7.68%	19/ 20
7Y	+7.51%	+8.79%	15/ 19
10Y	+6.23%	+7.68%	17/ 19

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