TickerKhojSundaram Mutual Fund · Hybrid · Conservative Hybrid · Direct plan
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) - Direct Plan - Growth
₹32.363NAV on 30 Oct 2026Expense ratio 1.14%
29 Oct 2025NAV low 31.84 · high 33.24-1.7%
In plain words
Over 3 years it returned +5.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -4.2%.
On 3-year return it ranks 18 of 18 funds in Conservative Hybrid.
A monthly SIP over 10 years ended ₹79,618 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.2% | +1.9% |
| 3 months | -1.5% | -5.1% |
| 6 months | +0.2% | -3.2% |
| 1 year | -1.4% | -10.2% |
| 3 years (yearly) | +5.4% | +7.4% |
| 5 years (yearly) | +5.1% | +6.5% |
| 10 years (yearly) | +6.2% | +11.3% |
| Since start (yearly) | +7.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,772 | -1.7% |
| 3 years | ₹3,60,000 | ₹3,72,337 | +2.1% |
| 5 years | ₹5,90,000 | ₹6,59,374 | +4.3% |
| 10 years | ₹11,90,000 | ₹16,30,544 | +6.1% |
Other plan of this fund: Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) - Regular Plan - Growth