Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Conservative Hybrid
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; S. Bharath
63steady
Latest NAV
₹32.8962
as of 18 Aug 2026
AUM
—
Expense ratio
0.96%
as of 30 Jun 2026
Inception
08 Jan 2013
FundScore
63/100steady
Rank #41 of 136 in Conservative Hybrid · top 37%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.46%
3M
2.15%
6M
-0.32%
1Y
1.55%
3Y CAGR
5.91%
5Y CAGR
7.10%
Since incep.
7.70%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; S. Bharath
- Riskometer
- Moderate Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 5.1%
- Rating (external)
- ★★☆☆☆as of 30 Jun 2026
Investment objective
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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