Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Mutual Fund Hybrid Conservative Hybrid Fund
Expense Ratio
0.86%
AUM
₹26.57 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-11.67%
Poor
6 Months
-4.31%
Poor
1 Year
-0.03%
Poor
3 Years
+5.55%
Poor
5 Years
+6.31%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹26.57 Lakh
Recent Trend
Growing
Stability Score
177.1
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+1975.78%
3Y
3Y CAGR
+1811.51%
5Y
5Y CAGR
+308.77%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
4.20%
Annualized standard deviation
Sharpe Ratio
0.238
Poor - Risk-adjusted return
Max Drawdown
-5.10%
Low - Worst decline
Consistency
71.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.26%
Average daily price movement
Annualized Volatility
4.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance