Official AMFI data
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Sundaram

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

Conservative HybridHybrid Rank 20 of 20

NAV · Regular-Growth

-0.04-0.13%

As of · AMFI

NAV growth+0.8%
Aug ’25Aug ’26
Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

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

1Y return

+0.8%

-12.3 vs cat

3Y CAGR

+5.0%

-5.2 vs cat

5Y CAGR

+6.1%

-2.6 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

4.2%

3Y std dev

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

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

In plain English

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan is a Conservative Hybrid scheme from Sundaram. Long-run track record: about 6.1% CAGR over 5 years. Worst historical drawdown: -100% in Apr 2010, recovered in 0 months.

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

NAV history

Showing Regular · Growth · INF903J01HB0

NAV (Direct-Growth)

₹29.5900

Last 1Y

+0.81%

Aug 25Min ₹28.73 · Max ₹30.01 · 243 ptsAug 26

Drawdown stories

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

Apr 2010

-100.0%

Peak ₹10.00 on 31 Mar 2010 → trough ₹0.00 on 1 Apr 2010 (0 months down).

Recovered in 0 months· 5 Apr 2010

May 2010

-100.0%

Peak ₹10.12 on 14 May 2010 → trough ₹0.00 on 27 May 2010 (0 months down).

Recovered in 1 months· 21 Jun 2010

Jul 2010

-100.0%

Peak ₹10.16 on 30 Jun 2010 → trough ₹0.00 on 1 Jul 2010 (0 months down).

Recovered in 0 months· 6 Jul 2010

Apr 2011

-100.0%

Peak ₹10.78 on 10 Nov 2010 → trough ₹0.00 on 1 Apr 2011 (5 months down).

Recovered in 4 months· 22 Jul 2011

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.

PeriodReturnsCategory avgRank
1W-0.22%-0.19%13/ 20
1M+0.39%+0.47%11/ 20
3M+2.03%+3.14%20/ 20
6M-0.64%+10.57%20/ 20
YTD-1.28%+10.91%20/ 20
1Y+0.81%+13.11%20/ 20
2Y+2.26%+8.48%20/ 20
3Y+4.98%+10.15%20/ 20
5Y+6.14%+8.69%19/ 20
7Y+7.06%+9.21%18/ 19
10Y+5.82%+8.14%19/ 19

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.