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

Latest NAV (2025-06-27)

₹13.4752

AMFI Code / ISIN

112867 / INF903J01HC8

Category Peer Standing

#90 of 108 ranked peers in Open Ended Schemes ( Hybrid Scheme - Conservative Hybrid Fund ) by 3Y Sortino

Historical Track

2010-04-01 to 2025-06-27 (3,686 daily observations)

Expense Ratio (TER)

Data unavailable (published only when verified against AMC statutory disclosures)

SEBI Riskometer

Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR

-0.61% p.a.

3Y CAGR

+1.27% p.a.

5Y CAGR

+2.30% p.a.

10Y CAGR

+0.29% p.a.

Since Inception CAGR

+1.95% p.a.

Sortino Ratio (3Y)

-1.39

Sharpe Ratio (3Y)

-1.20

Calmar Ratio

0.05

Annualized Volatility (3Y)

+4.37%

Maximum Drawdown

-23.14%

1Y / 3Y / 5Y Rolling Mean CAGR

+2.23% / +2.29% / +2.13%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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