ReviewDirect · Growth
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Sundaram Mutual FundHybrid Scheme - Conservative Hybrid Fund13.7 years
- NAV
- 32.4387
- 15 Sept 2026
- 1Y
- -0.3%
- Trailing CAGR
- AUM
- ₹18.92 Cr
- 31 Aug 2026
- Volatility
- Low
- 5.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.3%
- 3Y+5.0%
- 5Y+6.5%
- 10Y+6.5%
- SI+7.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.5%
- 3Y+2.5%
- 5Y+4.7%
- 10Y+6.3%
- Since inception
- +7.5%
- Calendar-day CAGR
- Excess 1Y
- -5.2%
- Category median, same plan and option
- 3Y win rate
- +48%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +0.7%
- 2584 daily-ending windows
- Median rolling 3Y
- +8.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2102 daily-ending windows
- SIP 3Y XIRR
- +2.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 212 recovered episodes
- Longest recovery
- 221 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
3 Jun 2019 – 21 Jul 2020
Trough 23 Mar 2020 · recovered in 120 days
-12.6%
20 May 2013 – 28 Mar 2014
Trough 19 Aug 2013 · recovered in 221 days
-10.4%
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-4.2%
15 Jan 2013 – 15 May 2013
Trough 25 Mar 2013 · recovered in 51 days
-4.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
18
Consistency
45
Risk-adjusted
49
Drawdown
69
Mean
36
Portfolio
31 Aug 2026 · 27 holdings · top 10 are 89.5%.
- Top 5
- 82.8%
- Top 10
- 89.5%
- Largest holding
- 52.3%
- Effective holdings
- 3.1
Repo
Unspecified
52.3%
GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100
Entities
21.0%
BAJAJ HOUSING FINANCE LIMITED 7.64 NCD 01JL30 FVRS1LAC
Financial
5.2%
Bharti Airtel Ltd
Technology
2.3%
Reliance Industries Ltd
Energy & Utilities
2.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Conservative Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- +2.6%
- 3Y
- +7.7%
- Vol
- 4.2%
- Max DD
- -11.9%
- Sharpe
- 0.81
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Parag Parikh Conservative Hybrid Fund
PPFAS Mutual Fund
- 1Y
- +4.6%
- 3Y
- +9.1%
- Vol
- 3.0%
- Max DD
- -2.3%
- Sharpe
- 1.37
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI CONSERVATIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +4.5%
- 3Y
- +8.1%
- Vol
- 4.3%
- Max DD
- -11.9%
- Sharpe
- 1.02
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)
Nippon India Mutual Fund
- 1Y
- +6.8%
- 3Y
- +8.5%
- Vol
- 4.4%
- Max DD
- -18.9%
- Sharpe
- 0.55
- 3Y win
- +52%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
BANDHAN CONSERVATIVE HYBRID FUND
Bandhan Mutual Fund
- 1Y
- +3.2%
- 3Y
- +7.0%
- Vol
- 4.7%
- Max DD
- -11.4%
- Sharpe
- 0.61
- 3Y win
- +28%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns