TickerKhojSundaram Mutual Fund · Hybrid · Conservative Hybrid · Direct plan
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) - Direct Plan - Growth
₹32.5472NAV on 2 Nov 2026Expense ratio 1.14%
3 Nov 2025NAV low 31.84 · high 33.24-0.9%
In plain words
Over 3 years it returned +5.5% a year, against +8.0% 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 ₹80,189 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 | +1.0% | +4.6% |
| 3 months | -1.0% | -3.8% |
| 6 months | +0.8% | -1.6% |
| 1 year | -0.8% | -8.1% |
| 3 years (yearly) | +5.5% | +8.0% |
| 5 years (yearly) | +5.2% | +6.5% |
| 10 years (yearly) | +6.3% | +11.7% |
| Since start (yearly) | +7.5% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,629 | -0.6% |
| 3 years | ₹3,60,000 | ₹3,72,730 | +2.3% |
| 5 years | ₹6,00,000 | ₹6,73,228 | +4.5% |
| 10 years | ₹12,00,000 | ₹16,50,013 | +6.2% |
Other plan of this fund: Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) - Regular Plan - Growth