SCHEME OVERVIEW

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

(Erstwhile Sundaram Monthly Income Plan AGGRESSIVE - Quarterly Dividend)

Category: Hybrid: Conservative
Launch Date: 08-03-2010
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 2.15% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 27.29 Cr As on (30-05-2025)
Turn over:
NAV as on 13-06-2025

18.9579

-0.05 (-0.2748%)

CAGR Since Inception

6.72%

CRISIL Hybrid 85+15 Conservative Index 9.79%

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

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 6.39 8.62 9.08 6.44 6.72
Benchmark - - - - -
Hybrid: Conservative 7.51 10.17 10.28 7.93 8.76

Yearly Performance (%)

Nav Movement

Fund Managers

FM1- Mr. Dwijendra Srivastava; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Bharath; FM4- Mr. Ashish Agarwal

Investment Objective

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments

RETURNS CALCULATOR for Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 4.91 0.6 0.74 0.63 6.85 11.73
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 08-03-2010 6.39 8.03 8.62 9.08 6.44
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 10.14 11.63 11.09 9.98 7.45
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.47 13.46 12.32 0.0 0.0
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.16 11.76 11.13 10.8 9.64
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.89 10.13 10.18 12.06 8.78
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 8.74 11.39 11.34 11.88 8.49
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.49 11.24 10.94 9.68 7.73
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 8.47 8.81 9.28 9.21 5.71
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 8.17 9.73 9.62 9.47 8.18
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 7.72 7.82 7.9 7.08 6.57

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)