Sundaram Mutual Fund
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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Conservative Hybrid Fund · Direct · IDCW2/5 ★

NAV · as of 11/09/2026

20.47

1D

-0.23%

1Y

-2.67%

Key stats

Expense ratio
0.96%
AUM
₹18.90 Cr
Launched
13/03/2013
Fund manager
Kumaresh Ramakrishnan; S. Bharath
Risk
Moderate Risk
Min lump-sum
₹5,000
Min SIP
₹250/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

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

12/08/2026 to 11/09/2026

O - H - L -

20.7220.4712/08/202611/09/2026
1W-0.68%
1M-1.16%
3M+0.60%
6M+0.80%
1Y-2.67%
3Y+3.26%
5Y+5.09%
MAX-

Comparable peers

  • Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Payout Direct Plan

    Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Payout (DP) · ₹3.47 K Cr AUM

    1Y+5.96%
    3Y+9.55%
    -
  • Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Reinvest Direct Plan

    Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Reinvest (DR) · ₹3.47 K Cr AUM

    1Y+5.96%
    3Y+9.55%
    -
  • Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Payout Direct Plan

    Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Payout (DP) · ₹3.47 K Cr AUM

    1Y+5.96%
    3Y+9.55%
    -
  • HSBC Conservative Hybrid Quarterly IDCW Reinvest Direct Plan

    HSBC Conservative Hybrid Quarterly IDCW Reinvest (DR) · ₹153.90 Cr AUM

    1Y+3.49%
    3Y+8.97%
    -
  • Sundaram Conservative Hybrid Quarterly IDCW Reinvest Direct Plan

    Sundaram Conservative Hybrid Quarterly IDCW Reinvest (DR) · ₹18.90 Cr AUM

    1Y+0.46%
    3Y+5.35%
    -

Investment objective

To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

Scheme details

Scheme code
119637
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Hybrid Scheme
Sub-category
Conservative Hybrid Fund
Plan
Direct
Return type
IDCW
ISIN (Growth)
INF903J01OR2
ISIN (Div. Reinvest)
INF903J01OU6
Tradable on exchange
No

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