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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Sundaram·
Conservative Hybrid
1Y
+0.33%
3Y
+5.75%
5Y
+5.44%
Since Inception
+7.29%
Sharpe
-0.04
Sortino
-0.07
Max Drawdown
-4.20%
Volatility
4.71%
Alpha
-0.32%
Beta
1.18
Info Ratio
-0.33
Up / Down Capture
102 / 129
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-15
AUM₹20 Cr (January - March 2026)
Expense ratio (Direct)1.14%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#19 of 19
Top 100%
3Y CAGR
#19 of 19
Top 100%
5Y CAGR
#18 of 18
Top 100%
Sharpe
#16 of 19
Top 84%