Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Scheme - Conservative Hybrid Fund ) / AMFI 119635

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Hybrid Scheme - Conservative Hybrid Fund ) • Direct Plan • GROWTH

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹33.0005
AMFI Code / ISIN
119635 / INF903J01OP6
Category Peer Standing
#50 of 108 ranked peers in Open Ended Schemes ( Hybrid Scheme - Conservative Hybrid Fund ) by 3Y Sortino
Historical Track
2013-01-03 to 2026-11-09 (3,344 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
+0.57% p.a.
3Y CAGR
+5.70% p.a.
5Y CAGR
+5.39% p.a.
10Y CAGR
+6.47% p.a.
Since Inception CAGR
+7.59% p.a.
Sortino Ratio (3Y)
-0.31
Sharpe Ratio (3Y)
-0.23
Calmar Ratio
0.45
Annualized Volatility (3Y)
+3.45%
Maximum Drawdown
-12.57%
1Y / 3Y / 5Y Rolling Mean CAGR
+8.52% / +8.36% / +7.95%

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.

Related Open Ended Schemes ( Hybrid Scheme - Conservative Hybrid Fund ) Funds