Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile
Sundaram Monthly Income Plan AGGRESSIVE - Quarterly Dividend
)
Category: Hybrid: Conservative
Launch Date: 08-03-2010
Asset Class: Mixed Asset
Benchmark:
CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 2.19% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 27.07 Cr As on ( 31-03-2025)
Turn over:
NAV as on 30-04-2025
19.4157
0.01
(
0.0319%
)
CAGR Since Inception
6.83%
CRISIL Hybrid 85+15 Conservative Index 9.79%
Performance of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
The scheme aims to generate regular income through investments in fixed income securities. It also aims to generate long term capital appreciation by investing a portion of its assets in equity and equity related instruments
Returns Calculator for
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)
PORTFOLIO
ANALYSIS of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW)