Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth
Sundaram Mutual Fund Hybrid Conservative Hybrid Fund
Expense Ratio
0.86%
AUM
₹3.08 Cr
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
+1.62%
Poor
1 Year
+4.73%
Poor
3 Years
+7.75%
Poor
5 Years
+8.34%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹3.08 Cr
Recent Trend
Growing
Stability Score
22.2
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+33.17%
3Y
3Y CAGR
+52.68%
5Y
5Y CAGR
+177.65%
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
3.90%
Annualized standard deviation
Sharpe Ratio
0.834
Fair - Risk-adjusted return
Max Drawdown
-3.90%
Low - Worst decline
Consistency
78.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.25%
Average daily price movement
Annualized Volatility
3.90%
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