Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Index Funds

High

₹18.31

Current NAV

25 Jun 2026

27.2%

1Y Return

12.2%

3Y CAGR

17.2%

5Y CAGR

Watchlist

Exceptional short-term performance with a 1-year return exceeding 20%.
Very large asset base (AUM: ₹20,370 Cr) indicating high investor trust and liquidity.
Well-diversified portfolio aligned with the Index Funds mandate.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

0.82

Sharpe Ratio

0.72

Beta

-0.68

Alpha

0.92

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